Bookkeeping Packages & Pricing
Essential Books
Ideal for Sole Proprietors, Startups, and Freelancers looking to keep core finances clean.
- Monthly Bookkeeping & Review
- Transaction Categorization
- Bank Reconciliation (up to 2 accounts)
- Credit Card Reconciliation (up to 2 accounts)
- Monthly Balance Sheet & Profit & Loss statements
Growth Package
Ideal for growing small businesses, retail stores, independent contractors, and professional service firms requiring active cash flow management.
- Includes Everything in Essential
- Accounts Payable & Receivable Tracking
- Monthly Financial Review Meeting
- Budget vs. Actual & Cash Flow Reporting
- QuickBooks File Review & Sales Tax Tracking
Precision Pro Package
Ideal for established companies, multi-location operations, and firms requiring deep technical oversight and custom reporting configurations.
- Includes Everything in Growth
- Weekly Bookkeeping & Unlimited Reconciliations
- Inventory Management Support & Payroll Coordination
- Job Costing, Department & Class Tracking
- KPI Dashboard Reporting & CPA Year-End Coordination