Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Bookkeeping Plans
Starting at $300/month*
Perfect for freelancers and new businesses.
Includes:
Monthly transaction categorization
Bank & credit card reconciliation
Financial statements
Year-end reports for tax preparer
Starting at $500/month*
For growing businesses with higher transaction volume.
Everything in Essentials plus:
Accounts payable & receivable tracking
Monthly financial review
Sales tax reporting assistance
Starting at $750/month*
Designed for established businesses needing full bookkeeping support.
Everything in Growth plus:
Payroll coordination
Cash flow reporting
Job costing (if applicable)
Quarterly financial strategy meeting
Dedicated bookkeeping support
Starting at $1,200/month*
A complete back-office solution.
Includes:
Full-service bookkeeping
Payroll management
Accounts payable
Accounts receivable
Financial reporting
Budget preparation
Technology consulting
Software support
Monthly virtual CFO-style meeting
RETAINER Plans
Reliable accounting, technology, and operational support—all in one monthly package.
$125/month
Ideal for solopreneurs and very small businesses that need occasional professional assistance.
Includes:
Up to 2 service hours per month
Bookkeeping assistance and account maintenance
Payroll support
Software assistance
Technology troubleshooting
Weekly financial check-in
Email, text, or phone support
Priority Tax Preparation: Retainer clients receive preferred scheduling for tax preparation. Preparation fees are separate and are not included in the monthly retainer.
Reliable accounting, technology, and operational support—all in one monthly package.
$250/month
Ideal for solopreneurs and small businesses that need occasional professional assistance.
Includes:
Up to 4 service hours per month
Bookkeeping assistance and account maintenance
Payroll support
Software assistance
Technology troubleshooting
Weekly financial check-in
Email, text, or phone support
Priority Tax Preparation: Retainer clients receive preferred scheduling for tax preparation. Preparation fees are separate and are not included in the monthly retainer.
A LA CARTE
Starting at $80/hour*
Not every business needs a full-service bookkeeping package. Our À La Carte Bookkeeping Services allow you to choose only the services you need, when you need them. Whether you're looking for occasional assistance, a one-time project, or support during your busiest season, we offer flexible solutions tailored to your business.
Available services include:
Bookkeeping catch-up and clean-up
Bank and credit card reconciliations
Accounts payable and accounts receivable management
Payroll processing and payroll support
Financial statement preparation
Budget creation and cash flow reporting
New business accounting setup
Sales tax preparation and filing assistance
Month-end and year-end closing
Account reconciliations and error correction
Chart of accounts organization
Custom financial reports
Data entry and transaction categorization
Software consulting and accounting system support
Whether you need help for a single project or ongoing support in a specific area, we'll create a solution that fits your business and your budget. Our goal is to provide reliable, accurate, and personalized bookkeeping services that help you stay organized, make informed financial decisions, and focus on growing your business.
Need something not listed? Contact us for a customized solution designed specifically for your business.
*Each client can receive a free 30 minute consultation for a needs assessment before a final quote is provided. Prices are “starting at” and may be negotiated to provided services to meet the each client’s individual needs. Prices and services are subject to change.
**Retainer Terms
Retainers are prepaid and due on the first of each month.
Services are provided remotely unless otherwise agreed.
Hours do not roll over to the following month.
Additional hours require approval and are billed at a reduced rate of $75 per hour.
On-site visits have a two-hour minimum.
Payroll software, subscriptions, filing fees, and third-party expenses are not included.
Income-tax preparation, major bookkeeping cleanups, and large implementation projects require separate pricing.
Either party may cancel with 30 days’ written notice.
First month’s time and retainer fee may be prorated based on start date.
To receive the full hours support, the full retainer fee will be due.
A three-month initial commitment is recommended.
Get In Touch
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you.