For sole proprietors and small operations with minimal monthly transactions.

• Up to 100 transactions/month

• Monthly financial statements

• Bank & credit card reconciliations

• Email support

For growing businesses that need more hands-on support.

• Up to 300 transactions/month

• Monthly financial reports + insights

• Payroll coordination (via third-party processor)

• Unlimited email support + 1 monthly strategy call

For established businesses needing full-service attention.

• Up to 600 transactions/month

• Weekly transaction review

• Cash flow forecasting

• Support with budgeting and financial planning

• Priority phone & email support

• Quarterly CPA coordination

Cleanup or Catch-Up Bookkeeping

QuickBooks Setup & Training

Accounts Receivables

Accounts Payable

Payroll