OUR SERVICES
Package Details
All packages are customizable based on your specific business needs, and additional services can be added for a tailored bookkeeping solution.
Package A - Starting at $450
Monthly Bookkeeping
Bank & Credit Card Reconciliation
Financial Statements
Quarterly Financial Review
Dedicated Bookkeeper
Package B - Starting at $650
All services in the Package (A)
Accounts Payable & Receivable
Management
Payroll Processing & Management
Custom Financial Reporting
Monthly Financial Review
Need more support?
Both packages are customizable based on your specific business needs, and additional services can be added for a tailored bookkeeping solution.
Signature Service
Choosing our Elite Financial Management Package means partnering with a team that is as invested in your business's success as you are.
You'll have everything you need to make informed financial decisions, optimize your operations, and accelerate your business growth.
What you'll get:
All services in the Package (A) & (B)
Detailed analysis and forecasting of your cash flow, enabling proactive financial management and planning for future growth.
Strategic financial advice and consulting, offering insights into financial planning, budgeting, risk management, and investment opportunities.
Business coaching, including ways to maximize profit, cut expenses and strategic planning to scale your operation.
INVESTMENT STARTS AT: $1,250
HOW IT WORKS
With our comprehensive suite of services, expert advice, and personalized support, you'll have everything you need to make informed financial decisions, optimize your operations, and accelerate your business growth.
Elevate your financial management today with our Elite Package and focus on what you do best—running your business.
THIS IS PERFECT FOR YOU IF
You need deep insights into your financial health
You need priority high touch client experience
You need personalized financial solutions and strategic planning
You need help navigating complex financial decisions.
Financial Analysis
Cash Flow Management
Budget & Risk Management
Priority Support
Business coaching
OUR SERVICES
ADD ONS
To enhance the value and comprehensiveness of our bookkeeping packages, consider the following add-on services. These options allow you to customize the packages based on your specific needs, providing a more tailored and flexible approach.
Software Setup and
Training - $150/hr
Assistance with the selection, setup, and training for bookkeeping and financial software
Includes:
- Software Set up
- Software Training
- Software Coaching
- Software Optimization
- Charged Hourly
Fixed Asset
Management - $350
Tracking and management of fixed assets, including depreciation schedules and end-of-year tax adjustments.
Includes:
- Fixed Assets Tracking
- Fixed Assets Management
- Depreciation Schedules
- Amortization Schedules
- End-of-Year Adjustments
Accounts Renovation
Call for Quote
A one-time service to update and correct bookkeeping records. Ideal for businesses that need to get their books up to date.
Includes:
- Comprehensive Review
- Categorization
- Reconciliation
- Adjustment Entries
- Financial Statements
- One-time Service
VISIT OUR FAQ's PAGE FOR MORE INFORMATION
LEARN MORE
How it works
This is our four-step process to onboard a new client, ensuring a smooth transition and setting the stage for a successful partnership
1. Initial Consultation and Assessment
We begin with an introductory meeting to get to know each other, understand your business model, and discuss your specific bookkeeping and financial management needs. This step involves a detailed assessment of your current financial systems, bookkeeping practices, and any challenges you're facing.
2. Proposal and Agreement
We provide a detailed proposal outlining the scope of services, deliverables, timelines, and pricing tailored to your business requirements. We discuss the proposal with you to ensure it meets your expectations and make any necessary adjustments.
3. Onboarding
Once the proposal is finalized, we sign a service agreement that outlines the terms of our engagement, and confidentiality. We provide an
overview of our bookkeeping processes, including how and when financial reports will be delivered, communication protocols, and how to submit documents and information to us.
4. Ongoing Support and Communication
Following the onboarding, we establish regular check-ins to discuss your financials, any concerns, and adjustments to services as your business
evolves. Our team remains available for any questions or additional support needed, ensuring a seamless and supportive partnership.
