Monthly bookkeeping with clean reporting, consistent categorization, and proactive support. Packages are based on monthly volume and complexity.
Up to 1 bank + 1 card
Monthly P&L + Balance Sheet
Categorization + reconciliation
Email support (48 hr response)
Up to 3 banks + 2 cards
Monthly financial statements
Priority support (24 hr response)
Payroll guidance + coordination
Quarterly review summary
Monthly bank + credit card reconciliation
Clean categorization + review
Monthly profit & loss
Monthly balance sheet
Support for common bookkeeping questions
Small business owners who want their books handled correctly
Service-based businesses needing clean reporting
Business owners preparing for loans, taxes, or growth
Q: Do you include payroll?
A: Payroll is available in Gold + Platinum packages.
Q: Do prices vary?
A: Yes — volume, number of accounts, and cleanup needs affect pricing.
Q: Do you offer catch-up bookkeeping?
A: Yes — we can quote catch-up and cleanup after review.
Consultation Fee: $250
This session is reserved for business setup and strategy planning prior to ordering services. Payment is required via Stripe invoice before the scheduled call. This session is not for general questions or existing client support.