Starting at $350/month
For businesses with limited transaction volume and straightforward bookkeeping needs.

• Categorize your transactions

• Reconcile your accounts

• Organize your financials

Starting at $500/month
For growing businesses requiring deeper reporting and oversight.

• Categorize your transactions

• Reconcile your accounts

• Organize your financials

• Manage all of your financial statements:

  • Profit & Loss (P&L)

  • Balance Sheet

  • Shareholder’s Equity

  • Payables/Receivables

• Monthly business consultation to discuss growth, efficiency, and optimization

Starting at $1,250/month
For established businesses seeking ongoing financial and operational partnership.

• Categorize your transactions

• Reconcile your accounts

• Organize your financials

• Manage all of your financial statements:

  • Profit & Loss (P&L)

  • Balance Sheet

  • Accounts Payable

  • Accounts Receivable

• Bi-weekly business consultation to discuss growth, efficiency, and optimization

• Ongoing partnership focused on strategy, execution, operational systems, budgeting, and performance — ensuring every area of your business supports confident growth.

A disciplined review of prior months or years to restore financial clarity and accuracy and bring your records up to date. Consultation required for estimate.

• Comprehensive account reconciliation Transaction review and correction
  

• Cleanup of uncategorized or miscoded activity
  

• Removal of duplicate and erroneous entries
  

• Clean, reliable financial reports ready for use

For business owners seeking operational clarity and disciplined growth beyond bookkeeping.

Strategic engagements begin at $2,000. Scope and investment are defined following a consultation.

• Operational Strategic Assessment (Project-Based)

  Focused engagement designed to evaluate your current position and define a clear path forward.

  • Deep dive into financials

  • Operational bottleneck review

  • Pricing analysis

  • Growth constraint identification

• Ongoing Advisory (Monthly Retainer)

  Continued structure and accountability to help you execute with confidence.

  • Cash flow oversight

  • Operational decision support

  • Systems design and implementation

  • KPI creation or review

  • Priority communication access