Choose Your Plan

The Essentials Package

$150

Ideal for simple, small businesses or side hustles.

Perfect for businesses without payroll, inventory, or complex systems.

Services Provided: 

  • Income/Expense Categorization

  • Monthly P&L

  • Quarterly Review Call

  • Email Support

  • System: Google Sheets/Excel, Wave

Starting at

Recommended

The Pro Package

$350

Best for service-based businesses or smaller retail shops with straightforward bookkeeping needs.

Services Provided:

  • Full Categorization

  • Monthly Reconciliations

  • Monthly Financial Reports

  • Quarterly Review Calls

  • Email Support

  • CPA Ready Year End Package

  • Basic Payroll Support Included (journal entries, reconciliations, verifying payroll runs)

  • System: QBO, Xero

Starting at

The Executive Package

$550

Ideal for larger or more complex businesses that need deeper, ongoing support.

Perfect for businesses with inventory, multiple systems, AR/AP needs, or higher transaction volume.

Services Provided:

  • Everything in the Pro Package

  • AR & AP Support

  • Monthly Review Calls as Needed

Starting at

final pricing depends on complexity

Additional Services Provided

  • Bookkeeping Cleanup – Monthly Rate x Months Behind

  • Custom Dashboard Reports (Google Sheets or Excel) – $50-$100

  • 1099 Preparation - $25 per Form

  • AP & AR Support - $150 per Month

Ready to Work Together?

Let’s start with a few quick questions so I can learn more about your business and bookkeeping needs.

Once you fill out the form, I’ll be in touch to schedule a quick call — no pressure, just a friendly conversation to see if we’re a good fit.