Bookkeeping

Monthly Bookkeeping Tiers

After your Paid Diagnostic Review is complete, we'll help you select the service tier that fits your business. We aim to provide the right level of support, reporting, and guidance to help you make confident business decisions.

Foundation

Reliable bookkeeping for a strong financial footing

Who it’s for: Freelancers, solopreneurs, and small businesses with annual revenue under $150,000.

What we do:
✓ Monthly bank and credit card reconciliations
✓ Organized expense tracking and categorization
✓ Monthly financial statements delivered on time

Starting at $550/mo*

Framework

Keeping the structure of your business clear

Who it’s for: Growing businesses managing multiple accounts and increasing transaction volume.

What we do:
✓ Foundation services included
✓ Tracking incoming payments and outstanding bills
✓ Quarterly financial performance reviews
✓ Priority email support

Starting at $550/mo*

Fortify

Solidifying your business for long-term success

Who it’s for: Established businesses, multi-entity operations, and owners who want deeper financial insight.

What we do:
✓ Framework services included
✓ Customized financial reports and KPI dashboards
✓ Accrual accounting, payroll tracking, loan tracking
✓ Monthly video conference and financial insights
✓ Tax-ready books prepared for your CPA

Starting at $850/mo*

*Pricing of each tier varies based on transaction volume, account complexity, and client-specific service agreement.

Bookkeeper’s Oath:
I will uphold the bookkeeper oath by choosing to act with honesty, objectivity, confidentiality, and professionalism in all interactions with my clients and on behalf of my clients to the best of my ability and judgement.

Contact us

Interested in working together?

Fill out some info and we will be in touch shortly. We can’t wait to hear from you!