Select your package today!

Get your books in order without breaking the bank.

Perfect for freelancers and small businesses who need a solid foundation.

• Up to 100 transactions per month
• Monthly transaction categorization
• Bank and credit card reconciliation
• Basic financial reports (Profit & Loss, Balance Sheet)
• Email support

Take control of your finances and plan for growth.
Ideal for businesses on the rise, offering more flexibility and insights.

• 101 to 400 transactions per month
• Everything in Bronze Package
• Accounts receivable & accounts payable tracking
• Monthly financial review call
• Customized reporting
• Priority email support

Your complete financial partner for long-term success.
For established businesses that demand clarity and strategy.

• 401 to 600 transactions per month
• Everything in Silver Package
• Cash flow management & forecasting
• Budgeting assistance
• Quarterly strategy sessions
• Dedicated account manager

✅ Catch-Up Bookkeeping

• Bring past months or years up to date
• Ideal for businesses that have fallen behind.  

Price:  varies

✅ Tax Preparation Support

• Organize and prepare financial data for your CPA or tax professional.
• Year-end financial statements for smooth tax filing. of books up to date. (pricing varies)

Price: Starting at $275 per year

✅ Extra Bank & Credit Card Reconciliation

• Extra reconciliation for businesses with high transaction volumes.

Price: $75 per additional 100 transactions