Explore Our Services

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

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Pricing Tiers

Foundations

For solo businesses with clean books and under 100 transactions/month.

Includes:

  • Monthly categorization + reconciliation

  • Financial report delivery

  • Up to 2 accounts

Starts at: $350/month

Growth Tier

For small businesses with growing activity or multiple revenue streams.

Includes everything in Starter, plus:

  • Up to 5 accounts

  • Support for invoicing or expense tracking

  • Up to 200 transactions

Starts at: $500/month

Complex/Custom Tier

For businesses with complex needs (e.g., payroll, inventory, A/R, A/P)

  • Fully customized based on scope

  • Weekly or biweekly touchpoints if needed

  • Can include light financial advising or tax prep coordination

Quote after consultation call

Cleanup/Catchup

This is one-time work to bring your books up to date. Usually when:

  • They haven’t categorized or reconciled anything for months or years

  • Their prior books are messy, incomplete, or wrong

  • They’re switching bookkeepers

  • They’re trying to get caught up before hiring someone monthly

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.