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Streamlined finances. Brighter possibilities.

Bookkeeping
Services

Clean Books. Clear Insights. A Stronger Tomorrow.

GREAT FOR SMALL BUSINESSES

Bookkeeping Essential

Keep Your Books Clean.

$295

per month

Includes:

  • Monthly bookkeeping
  • Transaction categorization
  • Bank & credit card reconciliation
  • Income & expense recording
  • Chart of accounts maintenance
  • Month-end close
  • Monthly Profit & Loss Statement
  • Secure document storage
  • Email support

Up to 150 transactions/month

Up to 2 financial accounts

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IDEAL FOR GROWING BUSINESSES

Bookkeeping Plus

More Clarity. More Control.

$495

per month

Includes everything in Essential, plus:

  • Monthly Balance Sheet
  • Monthly Cash Flow Statement
  • Financial summary & insights
  • Accounts receivable & payable tracking
  • Contractor/1099 tracking
  • Quarterly financial review
  • Books maintained in tax-ready condition
  • Priority support

Up to 300 transactions/month

Up to 4 financial accounts

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MOST POPULAR

Bookkeeping Complete

Books + Payroll. All in One.

$795

per month

Includes everything in Plus, plus:

  • Payroll Plus (up to 10 employees)
  • Payroll-to-books reconciliation
  • Employee & contractor support
  • Payroll tax filings (federal & state)
  • W-2 & 1099 preparation
  • Monthly payroll summary
  • Year-end books for tax preparation
  • Ongoing support

Up to 10 employees (included)

Up to 2 payroll runs/month (included)

Additional employees: $10 per employee/month

Additional payroll runs: $50 per run

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BEST VALUE

Bookkeeping Advisory

A True Financial Partner.

Starting at

$1,095

per month

Includes everything in Complete, plus:

  • Budget vs. actual reporting
  • Key performance indicator (KPI) tracking
  • Cash flow monitoring
  • Customized management reports
  • Quarterly business review
  • Financial goal planning
  • Tax planning coordination
  • Higher transaction & account capacity
  • Dedicated support

Customized to your business needs

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Save Time

Focus on your business.

Gain Clarity

Make confident decisions.

Stay Compliant

With expert support.