Simple Bookkeeping Packages
that Fit Your Business
Choose the level of support that feels right.
All packages include clean, accurate books and calm, clear communication.
Each package is a custom quote based on your business needs and budget.
CLEAN START
-
Monthly bank & credit card reconciliations
-
All income & expenses matched and organized
-
Simple Monthly Profit & Loss report
-
Email support for quick questions
Ideal for: Perfect for new or small businesses who just need the essentials.
CLEAN ESSENTIALS
Everything in Starter, plus:
-
Monthly check-in message or call to go over your numbers
-
Clear breakdown of income, expenses, and trends
-
Help spotting problems before they get big
-
Great for businesses that want to understand their money better
Ideal for: For growing businesses that need consistent monthly financial management.
CLEAN GROWTH
BOOKKEEPING & ADVISORY
Everything in Essential, plus:
For businesses that want full bookkeeping + hands on help.
-
Priority support & faster response times
-
Help with invoicing or bill tracking (optional)
-
Help preparing for tax time
-
Monthly review with action steps for your business
-
Best if want a bookkeeper + light advisory support
Ideal for: For established businesses that want clarity, insight, and strategy - not just bookkeeping.
ONE-TIME & ADD-ON SERVICES
Flexible support for businesses who need help without a long-term commitment.
-
Bookkeeping cleanup or catch-up
-
Year-end organization
-
Custom financial reports
-
One-Time advisory call
-
Seasonal or project-based bookkeeping support
-
Compliance (filing business documents, sales tax reporting, yearly compliance pieces, business set-ups)
-
Any Growth Advisory package can be added to a bookkeeping package (price customized to your business)
Custom Pricing for Your Project