Best for: Small businesses and service providers that need reliable monthly bookkeeping without hiring an in-house bookkeeper.

This package is designed to keep your financial records current and give you a consistent view of your business’s income, expenses, and outstanding balances.

The Services

We provide monthly bookkeeping for up to 500 transactions across up to six accounts, including:

• Categorizing business income and expenses.

• Reconciling accounts against available statements.

• Preparing monthly profit and loss and balance sheet reports.

• Reviewing outstanding customer invoices and business bills.

• Flagging missing information or transactions that need clarification.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• Updated and reconciled bookkeeping records.

• Monthly profit and loss statement and balance sheet.

• Outstanding invoice and bill summary.

• Monthly review with key observations and follow-up questions.

Pricing
$300-650 per month, based on the project

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: Business owners with overdue bookkeeping, incomplete records, or transactions that need to be reviewed and organized.

This package is designed to bring past bookkeeping up to date and create a clearer starting point for ongoing financial management.

The Services

We review and organize historical activity, covering up to 100 transactions across three accounts for each month being reconciled.

• Categorizing previously unrecorded income and expenses.

• Reconciling historical transactions against account statements.

• Reviewing duplicate entries and inconsistent classifications.

• Identifying missing records and items requiring your confirmation.

More complicated corrections may require additional scope after review.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client

Typical Deliverables(may vary, based on the discussed needs of the business)

• Updated records for the historical months covered.

• Reconciled accounts, subject to available documentation.

• Updated financial reports reflecting completed corrections.

• A summary of changes and any unresolved items.

Pricing
$300 per historical month

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: Freelancers and small businesses that need a more consistent process for sending invoices and tracking customer payments.

This package is designed to help you stay on top of what has been billed, what has been paid, and what still needs follow-up.

The Services

We support up to 20 customer invoices per month, including payment tracking and one scheduled reminder cycle.

• Preparing and sending invoices using approved billing details.

• Recording payments based on the information provided.

• Tracking unpaid and overdue invoices.

• Sending scheduled reminders using approved wording.

Collections services and payment processing fees are excluded.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• Prepared customer invoices.

• An updated invoice and payment tracker.

• An outstanding balance summary.

• A record of scheduled payment reminders.

Pricing
$150 per month add on or $200 per month standalone

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: New businesses or owners who want a more organized system for managing their financial records.

This package is designed to establish a practical bookkeeping foundation so you can record transactions consistently and find the documents you need.

The Services

We set up bookkeeping for one business, including account categories, up to two account connections, receipt organization, and a handoff session.

• Establishing income and expense categories suited to your business.

• Assisting with supported bank or credit card connections.

• Creating a consistent system for receipts and supporting documents.

• Explaining the routine steps needed to maintain your records.

Historical bookkeeping cleanup is scoped separately.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• An organized bookkeeping setup.

• Business-specific account categories.

• Up to two connected accounts, where supported.

• A receipt organization system and handoff session.

Pricing
Starting at $350 one time

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.