Essential Bookkeeping
Starting at $350/month
Best for business owners who need accurate monthly bookkeeping and organized financial records.
- Monthly transaction categorization
- Bank and credit card reconciliations
- Basic monthly financial statements
- QuickBooks organization
- Month-end review (email)
- Email support
Bookkeeping & Advisory Packages
Simple monthly support for growing businesses that want clean books, clear reports, and better financial decisions. Pricing starts at $350/month and is customized based on transaction volume, complexity, and advisory needs.
Most Popular
Bookkeeping + Advisory
Starting at $750/month
Best for growing businesses that want clean books plus help understanding cash flow, expenses, and profitability.
- Includes everything in Essential Bookkeeping, plus:
- Monthly financial report review (email)
- Cash flow overview
- Expense trend review
- Profitability insights
- Basic advisory notes
- Simple action items based on your numbers
- Manage accounts receivable and accounts payable*
- Payroll
CFO Advisory
Starting at $1,500/month
Best for businesses that want deeper financial guidance, monthly strategy, and decision support.
- Includes everything in Bookkeeping + Advisory, plus:
- Monthly strategy call
- KPI review
- Cash flow planning
- Profit margin analysis
- Job costing or project profitability review
- Strategic decision support
- Clear monthly action plan
Pricing is customized based on transaction volume, account complexity, cleanup needs, payroll, reporting needs, and level of advisory support. A book review helps us recommend the right starting point. Accounts receivable, accounts payable and payroll can be addd for separate monthly charges
Not sure which package fits your business?
Request a Book Review and we’ll recommend the best starting point.