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
Packages 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.
Management of Accounts Receivable (tracking who owes you money).
Management of Accounts Payable (tracking who you need to pay).
A one-on-one, 30-minute virtual call each month to review your financial statements and discuss your business goals.
The "Complete Peace of Mind" Package
Packages 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 accounts payable management, including bill entry and preparation for your approval.
Full-service accounts receivable management, including invoice creation and follow-up.
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.