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Bookkeeping Services
We provide accurate, organized, and reliable bookkeeping services that enable business owners to make informed decisions with confidence.
Balance Basics
For sole proprietors or small businesses to provide visibility and get you ready for tax time.
Profit Pathway
Designed for small-to-medium businesses with more transactions and more detailed reporting
Executive Insights
For businesses with higher transaction volume but not quite ready for in-house bookkeeper
Choose your pricing plan
Balance Basics
350$Every month+$150 onboarding feeUp to $300k in annual revenueÂ- QuickBooks online essentials
- Monthly Recordkeeping
- Up to 150 transactions
- Up to 5 bank/credit accounts
- Quarterly management reports (P&L and Balance Sheet)
- Year End Reports Package (P&L, Balance Sheet, 401K, etc.)
Profit Pathway
600$Every month+$150 onboarding fee$300k - $1M in annual revenueÂ- QuickBooks Online Plus
- Monthly Recordkeeping
- Unlimited transactions
- Unlimited Bank accounts
- Quarterly management reports (P&L, Balance Sheet, etc.)
- Year End Reports Package (P&L, Balance Sheet, 401K, etc.)
Executive Insights
1,200$Every month+$150 onboarding fee1M+ in annual revenueÂ- QuickBooks Online Plus
- Weekly Recordkeeping
- Unlimited transactions
- Unlimited Bank accounts
- Monthly management reports (P&L and Balance Sheet)
- Annual Recap, Budget Planning, Intention setting met w/ CPA
- Year End Reports Package (P&L, Balance Sheet, 401K cont
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