Description: Accurate bookkeeping is the foundation of every successful business. Our firm records and categorizes financial transactions to ensure your books remain organized, accurate, and ready for financial reporting or tax preparation.

Price Range: $200+ per month

What We Provide:

• Bank and credit card feed management

• Expense categorization and classification

• Financial record organization

• Monthly transaction categorization

• Chart of accounts setup or refinement

• Integration with accounting software

• Monthly bank and credit card reconciliations

• Adjusting journal entries (accruals, prepaids, etc.)

• Monthly financial statements:

  • Profit & Loss

  • Balance Sheet

  • Cash Flow (if applicable)

• Month-end close process

Description: Everything in monthly bookkeeping plus real insight into your numbers—so you’re not just tracking, you’re making better decisions.

Price Range: $400+ per month

What We Provide:

• Everything in Monthly Bookkeeping, plus:

  • Monthly financial review summary (plain English insights)

  • Budget vs. actual tracking

  • Cash flow visibility

  • KPI tracking (custom to your business)

  • 30-minute monthly review call

Description: We help you accelerate collections and maintain clear visibility into outstanding receivables.

Price Range: $200+ per month

What We Provide:

• Invoice creation and distribution

• Payment tracking

• Aging reports & account reconciliation (dependent on established controls)

• Proactive overdue invoice follow-ups

• Revenue tracking alignment

Description: We manage your bills so you never miss payments or lose track of expenses. Managing vendor payments efficiently ensures suppliers are paid on time while maintaining strong cash flow control.

Price Range: $200+ per month

What We Provide:

• Vendor invoice tracking

• Payment scheduling (ACH, check, etc.) and processing

• Expense coding, classification, and approval workflows

• Vendor bill entry, tracking, and record management

• Monthly AP reporting

Description: Reconciling bank and credit card accounts ensures financial records match actual transactions and helps identify discrepancies, fraud risks, and missing entries.

Price Range: $100+ per account or month

What We Provide:

• Monthly bank account & credit card reconciliations

• Reconciliation reporting

Description: Fixing messy or incomplete books—whether you're behind a few months or multiple years.

Price Range: $500+

Scope:

• 1 – 3 months: $500 – $1,500+

• 3 – 12 months: $1,500 – $5,000+

• 12+ months: $5,000 – $15,000+

What We Provide:

• Full historical cleanup of transactions

• Reconciliation of all accounts

• Correction of miscategorized expenses/income

• Cleanup of duplicate or missing entries

• Financial statement reconstruction

• Coordination with tax filings (if needed)

Description: Proper accounting system setup ensures accurate financial reporting and scalable financial operations.

Price Range: $500+ (one-time)

What We Provide:

• Full system setup (QuickBooks Online, etc.)

• Bank + credit card integrations

• Chart of accounts design

• System integrations (POS, CRM, etc.)

• Workflow automation

• Initial reporting setup

• Basic training

Description: As businesses grow, inefficient financial processes can slow operations. Our firm helps design automated workflows and streamlined bookkeeping systems.

Price Range:

• Process consultation: $500+

• Workflow redesign: $2,000+

• Full automation implementation: $5,000+

What We Provide:

• Workflow analysis

• Financial process design

• Automation implementation

• Integration with financial tools

• Efficiency improvements

Description: Structuring your books correctly so reporting actually makes sense.

Price Range: $300+ (one-time)

What We Provide:

• Custom chart of accounts design

• Industry-specific categorization

• Alignment with tax reporting

• Cleanup of existing accounts