Essential Package

For startups and solo contractors who need the basics done right.

  • Profit & Loss and Balance Sheet reports (monthly or quarterly)

  • Monthly bank and credit card reconciliations

  • Income & expense tracking

  • Transaction categorization

  • Email support for bookkeeping questions

Ideal for solo contractors or small businesses with:

  • Fewer than 50 transactions/month

  • No payroll or inventory

  • Simple invoicing and expense tracking

Services Available

Person working at a desk with financial spreadsheets, a calculator, and a computer monitor displaying financial data.

Standard Package (Most Popular)

For growing businesses ready to hand off their books with confidence.

  • Essential Package plus the following:

  • Monthly financial reporting package (P&L, Balance Sheet, Cash Flow)

  • Payroll entry and reconciliation (third-party payroll)

  • Accounts Payable (bill entry & tracking)

  • Accounts Receivable (invoicing & payment tracking)

  • Quick check-ins or summary updates

Best for growing businesses with:

  • Moderate volume (50–200 transactions/month)

  • A/P and A/R activity

  • Payroll processed by a third party

  • Monthly reporting needs

💬 Add-On Services (Optional)

  • QuickBooks setup or cleanup

  • Catch-up bookkeeping (past months or years)

  • Job costing/project tracking

  • Budget setup and comparison

  • Custom reporting

Full-Cycle Package

For established businesses that need full bookkeeping support, start to finish.

  • Standard Package plus the following:

  • Year-end close and CPA-ready reports

  • Adjusting journal entries (accruals, depreciation, etc.)

  • Month-end closing process

  • 1099 contractor payment tracking

  • Sales tax tracking and reporting prep

  • Priority email & phone support

For established businesses with:

  • High transaction volume or multiple accounts

  • Complex reporting, job costing, or class tracking

  • Multiple staff or contractors

  • Monthly close, year-end support, CPA coordination