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Bookkeeping Packages

Bookkeeping Packages

Bookkeeping Packages

Every business has different bookkeeping needs, so our packages are built in tiers pick the level of support that matches where your business is right now, and adjust later as things change.

Starter:

For businesses with straightforward, lower-volume transactions.

  • Monthly transaction categorization and reconciliation
  • Monthly financial reports
  • Email support

Growth:

For growing businesses with more accounts and higher transaction volume.

  • Everything in Starter
  • Accounts payable/receivable tracking
  • Quarterly check-in calls
  • Priority support

Established:

For businesses with complex books, multiple accounts, or catch-up needs.

  • Everything in Growth
  • Dedicated bookkeeper
  • Monthly review call
  • Custom reporting

Bookkeeping Packages

Choose the right plan for you.

Bronze

Simple bookkeeping for small transaction volumes.

$299

Per Month

  • Up to 100 transactions
  • Monthly account reconciliation
  • Financial statement preparation
  • Email support
  • Essential bookkeeping support
Get Started

Silver

Growing business bookkeeping with added oversight.

$599

Per Month

  • Up to 3 accounts
  • Monthly account reconciliation
  • Financial statement preparation
  • Quarterly financial review
  • Dedicated support
Choose Silver

Gold

Advanced bookkeeping with stronger financial visibility.

$999

Per Month

  • Up to 5 accounts
  • Monthly account reconciliation
  • Financial statement preparation
  • Cash flow reporting
  • Dedicated accounting support
Choose Gold

Platinum CFO

Full-service bookkeeping with strategic CFO guidance.

$1,999

Per Month

  • Unlimited accounts
  • Monthly account reconciliation
  • Financial statement preparation
  • CFO advisory services
  • Dedicated financial support
Choose Platinum

Comprehensive Bookkeeping

Our bookkeeping packages are designed to meet the diverse needs of businesses, ensuring accurate financial management and reporting. With options ranging from Bronze to Platinum CFO, you can select a package that aligns with your transaction volume and accounting requirements. Each package includes essential services like monthly reconciliation, financial statement preparation, and dedicated support, aiming to provide clarity and peace of mind as you focus on growing your business.

Not sure which tier fits?

Request a Custom Quote
and we’ll recommend the right fit based on your actual transaction volume and needs.