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Bookkeeping and Advisory Services

Choose the most applicable tier from the options below. If unsure, we are more than happy to discuss to find the perfect fit for your company!

Essential

*$500/month
  • Basic Bookkeeping: 
    • Monthly transaction categorization
    • Bank Reconciliation
    • Income and expense tracking
  • Financial Reporting: 
    • Monthly profit and loss statement
    • Balance sheet preparation
  • Customer Support:
    • Monthly meeting to briefly review the company's financial position
    • Response to three emails with basic questions per month​

Advanced

*$900/month

  • Comprehensive Bookkeeping:

    • All Essential tier features

    • Accounts payable and receivable management

    • Weekly transaction entry and reconciliation

  • Financial Analysis:

    • Quarterly financial review and insights

    • Budgeting assistance

  • Advisory Services:

    • Business performance metrics tracking

    • Strategic financial planning sessions (quarterly)

Elite

*$1,600/month

  • Full-Service Bookkeeping:

    • All Advanced tier features

    • Payroll processing and management

    • Customized financial reporting (monthly)

  • In-Depth Financial Analysis:

    • Monthly cash flow forecasting

    • Key performance indicator (KPI) tracking

  • Dedicated Advisory Services:

    • Monthly strategy sessions

    • Business growth and scalability consulting

* Please note that this price is an average for the tier and may not be the exact price you will be charged. An average implementation fee of $200 is charged for new clients to cover the cost of initial set up.
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