Monthly Services
Basic Package: $400/ month
For solo business owners or startups who just need clean, reliable books.
- General bookkeeping (transaction recording)
- Monthly bank reconciliation
- Basic financial reporting (monthly income statement)
Growth Package: $800/month
For growing small businesses that need more insight and automation.
- Everything in Basic Package
- Accounts payable and receivable management
- Quarterly financial reports
- Light financial advisory (30 min check-in per quarter)
Advanced Package: $1,200/month
For established businesses that want financial clarity and time saving services.
- Everything in Growth Package​
- Tax preparation communication with your CPA
- Budgeting and forecasting services
- Monthly cash flow management
- Customized financial reporting
- Payroll processing for up to 10 employees
($25 for each employee over 10)
One Time Services
Basic Clean Up: $300-$1,000
-Fixing minor discrepancies
-Organizing records
-Ensuring basic accuracy
Moderate Clean-Up: $1,000 - $2,500
-Addressing more significant issues
-Reconciling accounts
-Correcting errors over several months
Comprehensive Clean-Up: $2,500 to $5,000+
-Involves extensive work, such as redoing financial statements
-Extensive transaction reviews
-Possibly ongoing support to establish better processes
Factors that influence the cost include:
- The current state of the books (how disorganized or inaccurate they are).
- The time expected to complete the clean-up.
- The level of expertise required.