PACKAGES

Optimize

Monthly Price: $300
Transaction Coding: Monthly
Transaction Volume: Up to ~100 per month
Bank / Credit Card / Loan Reconciliations: 2 accounts
General Ledger Maintenance: Included
Profit & Loss & Balance Sheet: Monthly

Accounts Receivable (Invoicing): Not included
Accounts Payable (Bill Tracking): Not included
Payroll Coordination: Not included
Contractor / 1099 Management: Included
Sales Tax Tracking: Not included
Cash Flow Forecasting: Not included
Budget Creation & Tracking: Not included
Strategy Calls: Not included
Support Level: Email and Phone

Accelerate

Monthly Price: $500-$750
Transaction Coding: Weekly
Transaction Volume: Up to ~300 per month
Bank / Credit Card / Loan Reconciliations: 3-4 accounts
General Ledger Maintenance: Included
Profit & Loss & Balance Sheet: Monthly

Accounts Receivable (Invoicing): Included
Accounts Payable (Bill Tracking): Included
Payroll Coordination: Included
Contractor / 1099 Management: Included
Sales Tax Tracking: Optional Add-On
Cash Flow Forecasting: Not included
Budget Creation & Tracking: Not included
Strategy Calls: Not included
Support Level: Email and Phone

Expand

Monthly Price: $1000
Transaction Coding: Daily
Transaction Volume: High or Unlimited
Bank / Credit Card / Loan Reconciliations: 5-9 Accounts
General Ledger Maintenance: Included
Profit & Loss & Balance Sheet: Monthly + Custom

Accounts Receivable (Invoicing): Included
Accounts Payable (Bill Tracking): Included
Payroll Coordination: Included
Contractor / 1099 Management: Included
Sales Tax Tracking: Optional Add-On
Cash Flow Forecasting: Included
Budget Creation & Tracking: Included
Strategy Calls: Quarterly
Support Level: Email and Phone

Custom

Monthly Price: Custom Quote
Transaction Coding: Daily
Transaction Volume: Included
Bank / Credit Card / Loan Reconciliations: Over 10 Accounts
General Ledger Maintenance: Included
Profit & Loss & Balance Sheet: Included

Accounts Receivable (Invoicing): Included
Accounts Payable (Bill Tracking): Included
Payroll Coordination: Included
Contractor / 1099 Management: Included
Sales Tax Tracking: Included
Cash Flow Forecasting: Included
Budget Creation & Tracking: Included
Strategy Calls: Quarterly
Support Level: Email and Phone

Consulting

Our consulting services are designed for businesses that handle their own bookkeeping but want expert oversight and strategic guidance. This option provides a professional review of your financial records, assistance with questions or problem areas, and recommendations to ensure accuracy and best practices. Consulting is ideal for business owners seeking clarity, confidence, and informed decision-making without the need for full-service bookkeeping. It offers flexible, on-demand support tailored to your specific needs.