Bookkeeping & Business Advisory

Bookkeeping Packages

The CheckIn

Perfect for the small business owner that wants to handle all of their bookkeeping, but would like an expert review their work and provide guidance to ensure accuracy.
Starting at $75 per month
  • Reviewing Books For Errors
  • Report Bookkeeping Issues
  • Journal Entries
  • Maintain Custom Chart of Accounts
  • Monthly CheckIn Emails
  • 1:1 Meetings (Monthly or Quarterly)
  • Virtual Office Hours (offered on the + package)
  • Discounts on Seasonal Offers

The Game Changer

Perfect for the small business owner looking for help with all aspects of bookkeeping for their business.
Starting at $145 per month
  • Categorizing Transactions
  • Custom Chart of Accounts
  • Reconciliation of Accounts
  • Receipt Matching
  • Profit & Loss statement
  • Monthly CheckIn Emails
  • 1:1 Meetings (Monthly or Quarterly)
  • Virtual Office Hours (offered on the + package)
  • Discounts on Season Offers

Bookkeeping Assessment

Whether you want to see if your books are ready for tax time or you need someone to dive deep to see what needs to be corrected. Our assessment will provide you a detailed report regarding where your books are at and what needs to be corrected.
Starting at $300
  • Review of Your Chart of Accounts
  • Check Overal Setup In Accounting Platform
  • Check for Errors and Red Flags
  • Review Bank Connections and System Integrations
  • Report Findings

Business Advisory Packages

Business Advisory

Perfect for the small business owner looking for general support in all areas of business. Below are a list of some of the options available in a various packages. Contact us for more information on our different package options. (Details coming to the site soon!)
Starting At $225 per month
  • 1:1 Meetings
  • Virtual Office Hours
  • Voxer Office Hours
  • Monthly CheckIn Emails
  • Discounts on Season Offers
  • Mini Brainstorming Sessions

Schedule a Call With Us To Learn More About Our Packages