Plans Built for Small Business Owners
Simple, Reliable Financial Support for Your Business
Choose the level of support that fits your business today, with the flexibility to grow as your needs change. From bookkeeping and accounting to ongoing financial guidance, we provide clear, dependable support to help you stay organized and in control.
Custom Pricing Built Around Your Business
Every business is different, and your bookkeeping and financial needs will vary based on your setup, transaction volume, and level of support. The pricing below is designed to give you a general idea of what most small businesses fall into, but every plan is tailored specifically to your business. We’ll review everything with you and provide a clear, personalized quote during your consultation.
Starter
$[300]/mo
Perfect for solo businesses and startups
- Up to 150 transactions per month
- Monthly bank and credit card reconciliation
- Monthly Profit and Loss report
- QuickBooks maintenance and upkeep
- Email support with quick response times
Most Popular
$[500]/mo
For growing businesses with more activity
- Up to 300 transactions per month
- Everything in Starter, plus:
- Balance sheet and cash flow report
- Accounts payable and receivable tracking
- Priority response time
- Accountant-level monthly review
Professional
$[700]/mo
For established businesses needing full oversight
- Over 300 Transactions
- Everything in Growth, plus:
- Full accountant-level oversight every month
- QuickBooks cleanup if needed
- Light financial guidance and insights
- Quarterly financial check-in call
Services We Provide to Support Your Business
Our services go beyond basic bookkeeping. We provide ongoing financial support to help you stay organized, understand your numbers, and make confident decisions for your business. Every service is tailored to your specific needs, so you get the right level of support without overpaying for what you don’t need.
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Financial Reporting
Clear, easy-to-read reports that show your profit, expenses, and cash flow so you can actually understand your numbers.
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Catch-Up Bookkeeping
Behind on your books? We’ll get everything organized and back on track quickly, without the stress of figuring it out yourself.
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Account Reconciliation
We review and reconcile your accounts regularly to catch mistakes early before they turn into bigger problems.
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Tax Season Preparation
Stay ready all year. Your books remain organized so your accountant can file quickly and without last-minute surprises.
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Payroll Support
We help manage payroll so your team gets paid correctly and on time, with everything properly recorded.
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Ongoing Support
You’ll have a real person to reach out to when questions come up — not a generic help desk or long wait times.
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Business Financial Guidance
We break down your numbers in simple terms so you can plan, grow, and make confident business decisions.
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CFO Advisory & Financial Strategy
Higher-level financial support including cash flow planning, budgeting, and strategic insights to help you grow with confidence.
Coming in August 2026
We typically provide financial reports on a monthly basis. This helps ensure you have an updated view of your business’s financial health. If you prefer a different schedule, just let us know, and we can tailor the timing to suit your needs.
While we focus on bookkeeping throughout the year, we can certainly assist with tax preparation by providing organized financial records. It’s our goal to make the tax process as smooth as possible for you.
Our bookkeeping services include tracking income and expenses, reconciling accounts, and keeping your books accurate each month. We also manage accounts payable and receivable—organizing bills, tracking payments, and staying on top of outstanding invoices.
You’ll receive clear financial reports like your Profit & Loss and Balance Sheet, giving you insights into cash flow and performance so you can make confident, informed decisions.
We use a detailed process to maintain accuracy, including regular reviews and reconciliations of your financial records. Our attention to detail is our commitment to you.
Absolutely! We believe each business is unique, so we tailor our services to fit your specific needs and preferences. Just let us know what you’re looking for.
Getting started is simple! Just reach out to us through the contact form, and we’ll schedule a consultation to discuss your needs and how we can assist.