Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • $300 / month

    Perfect for freelancers and very small businesses who need basic financial organization.

    Includes:

    • Up to 2 bank/credit card accounts

    • Monthly transaction categorization

    • Bank reconciliations

    • Monthly financial reports (Profit & Loss + Balance Sheet)

    • Email support

  • $500 – $700 / month

    Ideal for small businesses that want consistent financial clarity and monthly support.

    Includes everything in Starter, plus:

    • Up to 4 accounts

    • Up to ~300 transactions/month

    • Monthly financial review reports

    • Quarterly check-in call

    • Basic 1099 tracking support

    • Priority email support

  • $900 – $1,200+ / month

    Best for growing businesses that want hands-off bookkeeping and financial insight.

    Includes everything in Growth, plus:

    • Unlimited accounts

    • Higher transaction volume

    • Monthly financial strategy call

    • Cash flow tracking insights

    • 1099 preparation support

    • Priority response support

  • $75 – $100 / hour OR custom flat rate

    For businesses behind on their books or needing organized historical data.

    Typical range:

    • $300 – $2,000 depending on complexity

  • $300 – $800 one-time

    Includes setup, chart of accounts, and basic system organization.

  • $10 – $25 per contractor

    Annual contractor reporting support.

  • $75 – $150 / month

    Payroll processing coordination and reporting assistance.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.