Ideal for: Freelancers or small businesses with straightforward finances and low transaction volume.
Includes:
Monthly transaction categorization
Basic income and expense reporting
Monthly account reconciliation (up to 2 accounts)
Quarterly financial summary
Starting at $600 $300* per month
Ideal for: Small to medium businesses with more regular financial tracking needs.
Includes:
All Starter Package features
Weekly transaction categorization
Monthly financial statements (P&L, balance sheet)
Budget vs. actual reports
Monthly consultations (20 minutes)
Starting at $900 $450* per month
Ideal for: Small and medium-sized businesses looking for full-service bookkeeping, payroll, AR/AP management and financial planning.
Includes:
Everything in Growth and Tax Prep Packages
Payroll management support
Accounts payable and receivable tracking
Monthly budgeting and forecasting
Unlimited email support and monthly strategy sessions (1 hour)
Starting at $1,700 $850* per month
Ideal for: Businesses with overdue or messy books that need a fresh start.
Includes:
Historical data cleanup (past 6–12 months)
Account reconciliations
Financial statement preparation (P&L, balance sheet, cash flow)
Customized audit and error report
One-time review session to go over the clean-up results
Starting at $1,500 $750* - One Time Fee
*Price may increase based on the complexity and amount of work.
Ideal for: Businesses needing accurate records and documents for tax season.
Includes:
Includes:
All Growth Package features
Year-end financial review
Tax document organization and preparation for CPA
Detailed expense and deduction tracking
End-of-year consultation with tax advice insights
Starting at $1,100 $550* (for the tax season months) or a flat fee of $1,600* (one-time for tax season only)
Ideal for: Businesses or individuals going through bankruptcy who need organized financial documentation.
Includes:
Detailed profit and loss statement preparation (covering up to 2 years, or as required by the filing)
Comprehensive balance sheet and cash flow statements
Transaction categorization for accurate reporting
Review of financial records to ensure accuracy and compliance
Documentation preparation and organization for legal advisors or the bankruptcy court
Optional add-on: Follow-up consultation for court or legal support
Starting at $1,800 $950* per month
*Varies depending on the scope, volume of transactions, and level of organization of existing records.
Ideal for: Clients who need quick, reliable notarization of important financial or legal documents.
Includes:
Notarization of business and personal documents, including financial statements, contracts, affidavits, and more
Flexible scheduling to accommodate clients, including mobile or virtual notarization (if legally permitted in your area)
Document verification and certification to ensure compliance with legal standards.
Starting at $50* *Prices vary due to location