Accounting Services
Package Pricing

Silver Package

(Bookkeeping Only)

For businesses that need accurate monthly books without CFO or Controller services.

Starting from: $297 / mo

  • Bank & Credit Card Reconciliations
    (up to 3 accounts)

  • Transactions Categorized

  • Standard Monthly Financial Reports
    (Balance Sheet, Income Statement)

  • Secure Client Portal for information exchange, file uploads, and regular communications.

  • No strategy meetings, forecasting, or advisory included

  • Email-based support only

Ideal for freelancers, small LLCs, and businesses under $150K in revenue who want reliable, no-frills bookkeeping.

Popular

Gold Package

For businesses that need monthly Bookkeeping + light-duty Controller services.

Starting from: $497 / mo

  • Everything in Silver, plus:

  • Controller Review & Error Checks

  • Quarterly Tax Prep Support

  • Monthly Financial Health Check

  • Light Email-based Advisory

  • Up to 4 Bank/Credit Accounts

Great for growing businesses in the $150K - $500K annual revenue range. Solid books and oversight.

Platinum Package

For businesses that need monthly Bookkeeping + Controller + Light CFO Guidance.

Starting from: $997 / mo

  • All features in Gold, plus:

  • AP/AR Tracking

  • Payroll for up to 10 employees

  • Budget vs. Actual Reporting

  • Cash Flow Monitoring

  • Monthly Review Call (30 min)

  • Access to Tax Planning services

Great for businesses in the $500K - $1.5M annual revenue range. This is our most comprehensive package.

When you click any of the “Get Started” buttons above, you’ll be taken to our appointment page to schedule a free, no-obligation consultation.
Additional services are available at an additional cost.
Examples include QuickBooks subscriptions and setups, implementation assistance for Profit First, and Tax Planning sessions, to name a few.

Our monthly bookkeeping and advisory services will help you navigate the road ahead to take your business where you want it to go…

Services

Accounting Compliance Services

As a QuickBooks Solution Provider, we provide monthly accounting solutions for your business. Transactions are recorded timely, accounts are reconciled, and financial statements are delivered at the end of the period. Our services are expertly curated to meet your business needs.

Tax Strategy Advisory and Tax Services

Are you worried about paying more taxes than you should? Our Tax Strategy evaluation can help you come up with a plan to make sure you are only paying the legal minimum amount of taxes. If you need a second opinion on your tax returns, please click on the link below to schedule a consultation.

Catch-up / Clean-up Services

Tailored to your unique business needs.
Are you feeling overwhelmed by books that aren’t up to date? Fearing April 15 or your next quarterly payroll return? We can help.

We’ll catch you up and make sure you stay there.