Bookkeeping Packages
Whether you’re a solopreneur, a growing business, or an established company, we offer tailored bookkeeping solutions that go beyond simply “getting the books done.“
Our goal: give you clear, accurate numbers and the insights you need to grow with confidence.
What’s Included in Every Package:
- Professional monthly bookkeeping
- Organized QuickBooks Online setup & maintenance
- Accurate transaction categorization & reconciliations
- Clear, reliable monthly financial reporting
- Cash flow tracking & trend analysis
- Expert support to keep you compliant and confident
Package Options:
Compliance Bookkeeping – $450/month
Essential bookkeeping services
Professional Bookkeeping – $750/month
Core plus enhanced features and support
Financial Strategy Suite – $1,300/month
Most comprehensive package, including advanced reporting + advisory support
Exclusive Benefits for All Packages:
- 10% discount on annual commitments
- 30-day satisfaction guarantee
- Professional QuickBooks Online management
- Secure, encrypted data handling
- Expert financial support whenever you need it
Optional Enhancements:
- Additional account reconciliations
- Catch-up bookkeeping (50% discount for ongoing clients)
- 1099 contractor management
- Custom financial reporting
Getting Started:
- One-time setup fee: $150–$300
- Free consultation to find your best fit
- Seamless onboarding process
- Dedicated support throughout
CFO & Advisory Service Packages
For business owners who want more than bookkeeping—we help you understand your numbers, plan ahead, and make strategic decisions with confidence.
What’s Included in Advisory Services:
- Monthly or quarterly financial reviews
- Key performance indicator (KPI) tracking
- Cash flow forecasting & budgeting
- Profitability analysis & growth planning
- Strategic recommendations tailored to your goals
- Guidance on paying yourself, tax planning, & scaling
Advisory Package Options:
Advisory Lite – $750/month
Monthly financial reviews, KPI tracking, & actionable recommendations
Advisory Plus – $1,500/month
Everything in Lite + cash flow forecasting, budgeting support, & quarterly strategy sessions
Advisory Complete – $4,000/month
Full Virtual CFO services, advanced financial modeling, & monthly deep-dive strategy sessions
Custom pricing available for seasonal or unique business needs.
Ready to simplify your finances and grow your business?
Got something special in mind? Fill out our contact form and we’ll cook up a custom package — fresh, hot, and made just for your business. 🍳
Compliance Bookkeeping
Essential bookkeeping services.-
Full Monthly Bookkeeping
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Monthly Reports
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Bookkeeping Support - Keeper Only
Professional Bookkeeping
Compliance plus enhanced features and support.-
Everything in Compliance Bookkeeping
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Financial Insights Videos
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1099 Compliance
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Quarterly Check-Ins
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Tax Readiness Checklist - Annual
Financial Strategy Suite
Most comprehensive package, including advanced reporting + advisory support.-
Everything in Compliance and Professional Bookkeeping
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Client Scorecard (3 basics)
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Cash Flow Review & Insights
Advisory Lite
Monthly financial reviews, KPI tracking, & actionable recommendations.-
Client Scorecard (3 basics)
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Cash Flow Review & Insights
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Financial Insight Videos
Advisory Plus
Everything in Lite + cash flow forecasting, budgeting support, & quarterly strategy sessions.-
Everything in Lite
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Client Scorecard (unique)
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Annual Company Budget
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Cash Flow Review & Insights
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P&L Forecast
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Budget vs Actual
Advisory Complete
Full Virtual CFO services, advanced financial modeling, & monthly deep-dive strategy sessions.-
Everything in Lite and Plus
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Multi-Year Forecasting Models
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Strategic Planning
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Annual Goal Planning
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Revenue Stream Analysis
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Growth Strategies