SIMPLIFIED & STRAIGHTFORWARD PRICING
High Impact Comprehensive Plans To Help You Grow
We offer tailored bookkeeping solutions designed to support small businesses and nonprofits at every stage of their financial journey. Our custom bundled services ensure predictable monthly rates, helping you maintain financial stability without the unpredictability of seasonal fluctuations.
Bookkeeping service Packages
Basic
Includes core bookkeeping tasks that ensure accurate financial record-keeping and compliance. It is designed for small businesses with straightforward bookkeeping needs and minimal transaction volume
- Transaction Categorization & Entry
- Bank & Credit Card Reconciliations
- Financial Reporting: Balance Sheets, P&L Statements & Cashflow Reports.
- Quarterly Review
average cost - $500/month
Standard
Builds on the core services by adding Accounts Payable (A/P) and Accounts Receivable (A/R) management, making it ideal for businesses that need more comprehensive day-to-day financial support.
- All Core Bookkeeping Tasks
- Accounts Payable Management (A/P)
- Accounts Receivable Management (A/R)
- Weekly Financial Operations Reports
average cost - $750/month
comprehensive
Full-service bookkeeping support, including payroll processing through Gusto, and is ideal for businesses with employees or contractors. It provides all the tools needed to manage financial operations efficiently.
- All Core Bookkeeping Tasks
- A/P & A/R Management
- Payroll Processing through Gusto
- Bill Payment Support
average cost - $1,200/month
Grand Slam Offer
Total Financial Clarity & Growth Accelerator Packgage
Our most comprehensive package designed to deliver complete financial clarity, automated processes, and strategic insights that drive growth. Perfect for businesses and nonprofits looking for streamlined bookkeeping, payroll, and CFO-level guidance, so you can focus on growing your organization with confidence.
Package Includes:
- Done-for-You Bookkeeping & Reporting
- Monthly bookkeeping, reconciliations, and financial reports (P&L, Balance Sheet, Cash Flow).
- Monthly financial insights via custom client portal.
Payroll & Bill Payment Support
- Automated payroll (via Gusto) with tax filings.
- Full A/P & A/R management, including bill payments.
Financial Operations & Cost Savings
- Personalized Budgeting & Forecasting.
- Cost/Expense Analysis
- Quarterly financial reviews and strategic planning.
Compliance & Tax Support
- Annual tax prep coordination with your CPA, ensuring smooth filings.
DEDICATED FINANCIAL ANALYTIC SERVICES
Financial Operations & Advisory Services
Our comprehensive Financial Operations & Advisory Services are designed to provide businesses with expert guidance, actionable insights, and strategic financial management. We partner closely with you to develop and execute financial strategies that promote growth, optimize cash flow, and ensure sustainable success. With a focus on tailored budgeting, cash flow management, KPI tracking, and revenue growth, our goal is to help you stay on track and make informed decisions that drive your organization forward.
- Monthly Cash Flow Management and Forecasting: Stay ahead of financial fluctuations with our proactive cash flow management. We analyze your inflows and outflows, helping you anticipate future needs and optimize your financial resources.
- Budgeting and Financial Planning: Our budgeting services ensure you have a realistic and effective plan in place. We help you create detailed budgets that reflect your organization’s objectives while maintaining financial discipline.
- KPI Development and Tracking: Key Performance Indicators (KPIs) are vital for measuring your organization’s success. We assist in developing relevant KPIs and provide ongoing tracking to ensure you stay on course toward your goals.
- Operational Efficiency & Cost Optimization: We conduct in-depth analyses to help you make data-driven decisions about whether to outsource services or invest in building in-house capabilities. Our custom reports provide insights into cost savings, process efficiency, and long-term impact, ensuring you choose the best strategy for sustainable growth and profitability.
ADDITIONAL PERKS & BENEFITS
PERSONALIZED Onboarding & Training
Clients receive personalized onboarding, including setup, training, and walkthroughs of key financial tools and processes to ensure they feel confident and fully supported from day one. This hands-on approach ensures a smooth transition and sets the foundation for effective collaboration.
Seamless Client Portal Access
Stay connected and organized with our intuitive client portal. Easily communicate with our team, securely upload important documents, and access your detailed monthly financial reports—all from one centralized, user-friendly platform. This ensures you’re always in control of your financial data, with the transparency and convenience you need to make informed decisions, anytime, anywhere.
Complimentary Notary Services
Save time and hassle with our free, on-demand notary services. Whether you need important business documents notarized or personal paperwork signed, we offer convenient, professional notarization at no extra cost. This added benefit ensures that handling legal and official documents is seamless and stress-free, allowing you to focus on what matters most—your business.