Bookkeeping Packages for Clarity and Growth
Every business is unique. That's why I offer three distinct flat-fee packages to provide the precise level of support you need. Explore the options below to find your path to financial peace of mind.
The "Essential Clarity" Package
starting at $300/month
Perfect for the new entrepreneur, freelancer, or business with straightforward needs.
This package covers all the core necessities to ensure your books are organized, accurate, and tax-ready, giving you a clear and reliable financial foundation.
Accurate categorization of all your business transactions.
Monthly reconciliation of up to 2 bank or credit card accounts.
Preparation and delivery of your core financial reports (Profit & Loss, Balance Sheet).
Unlimited email support for your questions.
The "Confident Growth" Package
starting at $600/month
Ideal for the growing business that needs deeper financial insight to make smart decisions.
This package includes all the features of the "Essential Clarity" package, plus high-value services to help you understand and manage your cash flow.
Monthly AP & AR Reporting: We provide you with a clear "Aging Report" so you know exactly who owes you money and which bills are due next.
Cash Flow Monitoring: We flag overdue invoices so you can follow up with your clients.
A one-on-one, 30-minute virtual call each month to review your financial statements.
The "Complete Peace of Mind" Package
starting at $1200/month
Our most comprehensive, hands-off service for the established business owner who wants to fully delegate their financial administration.
This package includes all the features of the "Confident Growth" package, plus full-service support to manage your day-to-day financial operations.
Full-Service Bill Pay: We manage your Accounts Payable (uploading bills & preparing payments for approval) for up to 25 bills per month.
Invoicing Support: We create and send invoices to your clients (up to 25 invoices per month) and send weekly reminders on overdue payments.
Customized reporting and ongoing strategic support.
Take the first step toward financial peace of mind. Your free, no-obligation 15-minute consultation is just a click away.