Bookkeeping & Strategic Support for Small Businesses
Helping you understand your numbers — so you can grow with confidence.
Our Promise
When you work with us, here's what you get:
Visibility and Awareness into Your Numbers
We keep your books up to date and accurate so that you always have a clear picture of where you stand financially and can make informed business decisions. And we make sure you understand your numbers.
Monthly & Quarterly Insights
We break down your important numbers and key metrics with you every month so you can truly understand what your numbers are telling you. All clients receive a monthly Executive Summary and a Financial Snapshot included with their standard reports which are: Profit & Loss, Statement of Cash Flows, and your Balance Sheet.
Tax Ready Books
You've got enough on your plate! We ensure your books are ready for tax filing at the end of the year and prepare the reports and information your accountant will need to file your taxes. We even offer to be the liaison between you and your tax preparer for a painless tax filing season for your business.
Our Packages
Every business is unique so pricing varies depending on size, volume, and complexity of the books.
These are some of the packages we offer.
Core - Monthly Bookkeeping
Starts at $350 per month
Clean books. Clean reports. No guesswork.
Perfect for business owners who want reliable, accurate bookkeeping and clear financial reports—without ongoing advisory support.
Includes:
Monthly Recordkeeping
Bank, Credit Card, & Loan Reconciliations​
Monthly Financial Report Package​
Monthly Executive Summary Report
Key Metrics Dashboard​
Quarterly Financial Debrief Video
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Growth
Package
Starts at $600 per month
Understand your numbers. Make confident, informed decisions.
Designed for business owners who want more insight and guidance into their financials and periodic guidance without committing to monthly advisory support.
Everything in Core package plus:
Monthly Recordkeeping
Bank, Credit Card, & Loan Reconciliations​
Monthly Financial Report Package​
Monthly Executive Summary Report
Key Metrics Dashboard
Monthly Financial Debrief Video
Quarterly Review Meeting
VIP
Package
Starts at $950 per month
Proactive financial guidance—so you can lead & grow with confidence.
Designed for business owners who want a true financial partner to help them plan, forecast, and make confident decisions year-round.
Everything in Growth Package plus:
Monthly Review Meeting
Ongoing Monthly Cash Flow Forecasting
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Annual Recap & Budget Planning Meeting
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Monthly Budget-to-Actual Comparison Report
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Custom Key Metrics