STARTER

BOOKKEEPING ONLY

Perfect for you if:

  • You want peace of mind knowing your books are accurate and up to date

  • You like having clear financial reports you can actually understand

  • You don’t have time (or desire!) to manage the details of bookkeeping yourself

  • You want to stay organized and ready for tax season without the stress

Pricing: $250-$600 per month (based on transaction volume & complexity)

Service includes:

  • Monthly transaction categorization

  • Bank & credit card reconciliation

  • Standard monthly financial reports (P&L, Balance Sheet, and Cash Flow Statement)

  • Reports delivered by the 20th

    *** Additional add-on: Bookkeeping clean-up, monthly/ quarterly strategy calls, 1099 annual filing, or annual budget set-up

GROWTH

BOOKKEEPING & TAX STRATEGY

Perfect for you if:

  • You want more than clean books — you also want to keep more of what you earn

  • You’d like quarterly check-ins to review numbers and make tax-smart moves

  • You want your annual business and personal tax returns bundled in

  • You’re tired of tax season surprises and want to plan ahead with confidence

Pricing: $400–$800/month (spread across the year, includes tax prep & planning)

Service includes:

  • Everything in Bookkeeping

  • Quarterly tax strategy sessions (April, July, Sept, Dec)

  • Tax projection & estimated tax review

  • Annual business tax return (partnership, S-Corp, or LLC)

  • Year-end adjusting entries + 1099 prep

    *** Additional add-on: Owner’s personal tax return, additional entity

PREMIUM

ALL-INCLUSIVE FRACTIONAL CONTROLLER

Perfect for you if:

  • Your business is scaling and you need financial leadership

  • You want cash flow forecasts, budgets, and KPI tracking — not just reports

  • You’re preparing for loans, investors, or big growth decisions

  • You want the benefits of a full-time controller, without the full-time salary

Pricing: $1,500–$3,000/month (depends on complexity, number of entities, and reporting needs)

WHAT’S INCLUDED

  • Everything in Bookkeeping + Tax Strategy

  • Monthly close process & reconciliations (high-level review)

  • Customized financial dashboards & KPI tracking (industry-specific)

  • Cash flow forecasting & budget vs. actual analysis

  • Internal controls & process improvement

  • Investor/loan-ready financial packages

STILL NOT SURE WHERE TO START?

We will review your needs and find the package that works best for you and your business