Bookkeeping Packages Built to Fit Your Business
Whether you’re running lean or scaling fast, we offer three CPA-supervised tiers to match your needs. Every plan includes core bookkeeping essentials, and pricing adjusts based on volume, complexity, and reporting needs.
Foundation
$750–$1,200/month
For businesses with low transaction volume
✅ Up to 150 transactions/month
✅ Payroll recording (from reports)
✅ Monthly P&L, Balance Sheet, Cash Flow
✅ Year-end adjusting entries
✅ CPA-supervised monthly close
✅ Secure document folder
❌ Complex AP workflows and job costing require custom scoping
Full-Service
$1,500–$2,500/month
For businesses with moderate complexity
✅ Up to 250 transactions/month
✅ Up to 50 invoices/bills per month
✅ Custom reports and class/location tracking
✅ AR/AP aging reports
✅ Monthly CPA review call
❌ Complex AP workflows and job costing require custom scoping
Strategic + Advisory
$2,500–$5,500/month
For businesses that also need guidance
✅ Everything in Full-Service
✅ Budgeting & variance tracking
✅ Cash flow forecasting
✅ Inventory/COGS tracking (basic)
✅ Strategic board/investor reporting
✅ Tax planning coordination
✅ Priority advisory access
✔ Included in Every Package
- ✅ QuickBooks Online setup and support
- ✅ CPA-supervised monthly close
- ✅ Secure document folder
- ✅ Payroll recording (from provider reports)
- ✅ Year-end adjusting entries
- ✅ Monthly P&L, Balance Sheet, and Cash Flow reports
- ✅ Connected bank and credit card feeds (required)

