Bookkeeping Packages Tailored for You

Bookkeeping Packages Tailored for You

Tier 1: Essentials

Ideal for solopreneurs or startups needing clear financial records and peace of mind.

Tier 2: Growth

Perfect for law firms or inventory-based businesses ready for full-service support.

Tier 3: Executive

Full-cycle bookkeeping and financial consulting for businesses ready to scale.

Features Essentials
Starting at $800/month		 Growth
Starting at $1,500/month		 Executive
Starting at $2,200/month
Account Reconciliation (Up to 4 accounts) ✔️ ✔️ ✔️
Transaction Categorization ✔️ ✔️ ✔️
Monthly Profit & Loss Reports ✔️ ✔️ ✔️
Email Support ✔️ ✔️ (Priority) ✔️ (Expedited)
Accounts Receivable & Invoicing Reconciliation — ✔️ ✔️
Receipt & Document Management — ✔️ ✔️
Review Calls Quarterly Monthly Monthly
Phone Support — ✔️ (Priority) ✔️ (Expedited)
Cash Flow Overview — ✔️ ✔️
Budget vs. Actual Reporting — — ✔️
1099 Tracking — ✔️ ✔️
➕ Add-On Services:
- Catch-Up & Clean-Up Projects: $100/hr+
- QuickBooks Setup or Migration: $500–$1,500
- Custom Financial Reports: Priced upon request
- Payroll Coordination: Priced upon request

Custom Quotes Available

Every business is different. If your needs fall outside these packages, let’s talk! Complete the intake form to begin.

Ready to get started?

Complete the quick intake form below so I can learn more about your needs.
Once I review your information, I’ll follow up with next steps and a link to book a discovery call if needed.