Empowering your balanced financial life
Doing the Busywork, So You Can Do the Big Work
Whether you’re just getting started or your business is really taking off, having your finances in order makes everything so much easier. That’s where we come in — we’ll handle the details, so you can focus on growing your business and enjoy watching it thrive.
Foundations Package
Laying the foundation for organized finances, so your business starts strong and stays on track.
WHAT’S INCLUDED:
- Bank feed setup
- Customized chart of accounts
- One hour training session
- Custom video tutorials to walk you through frequent tasks
*Investment: $300 to $400, subject to the complexity of the project. Discounts available for additional training.
Launch Package
Designed for small businesses getting started and ready to establish strong financial systems from day one.
WHAT’S INCLUDED:
- QuickBooks Online or Xero subscription
- Income and expense categorizations
- Bank reconciliations
- Chart of Accounts Management
- Secure, easy-to-use platform to review reports and upload documents and a resource page with vital information specific to your business
- Quarterly estimated tax calculations and reminders
Investment: $250/month
*Limited availability. This package is available for sole proprietors/LLCs with under 75 transactions per month and up to 3 accounts.
Build Package
Perfect for businesses building momentum and looking for dependable financial insights and guidance.
WHAT’S INCLUDED:
- QuickBooks Online or Xero subscription
- Income and expense categorizations
- Bank reconciliations
- Chart of Accounts Management
- Secure, easy-to-use platform to review reports and upload documents and a resource page with vital information specific to your business
- Quarterly estimated tax calculations and reminders
- Clear, concise reports every quarter—with key takeaways
- Quarterly 1 hour guided review of your numbers
Investment starting at: $400/month
* This package includes up to 125 transactions per month and up to 4 accounts.
Scale Package
Ideal for growing businesses that need in-depth financial oversight and strategic support to manage increased complexity.
WHAT’S INCLUDED:
- QuickBooks Online or Xero subscription
- Income and expense categorizations
- Bank reconciliations
- Receipt management
- Accounts payable/receivable management
- Chart of Accounts Management
- Secure, easy-to-use platform to review reports and upload documents and a resource page with vital information specific to your business
- Quarterly estimated tax calculations and reminders
- Collaboration with your tax CPA
- Clear, concise reports every month—with key takeaways
- Monthly 1 hour guided review of your numbers
Investment starting at: $650/month
* This package includes up to 200 transactions per month and up to 4 accounts.
Reset Package
Tailored for businesses ready to get their finances back on track with a fresh start.
WHAT’S INCLUDED:
- Diagnostic review & assessment of your books
- Income & expense categorization for catch-up period
- Account reconciliations
- Secure, easy-to-use platform to review reports, upload documents, and ask questions throughout the process
- 1 hour final review call
*Pricing varies depending on the number of accounts and the amount of months needing attention. Discounts are available when paired with ongoing support.
Let’s see how we can make bookkeeping easier for you — book a call today.
We’ll talk through your needs and find the best path forward for your business.
