Beyond the ordinary

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.

📋 Packages

✨ Free Discovery Consultation for New Clients ✨

Not sure which package fits your business best? Let’s talk!

We offer a free, 30-minute consultation for all new prospective clients. We'll take a look at your current setup, discuss your business goals, and help you choose (or customize) the perfect package for your needs—no obligation, no pressure.

☕ The Seed (Solo & Micro-Businesses)

Perfect for freelancers, solopreneurs, and side-hustlers just getting started.

  • Starting at: $150 / month

  • Best for: Up to 1-2 bank/credit card accounts, < 50 transactions/month

  • What’s Included:

    • Monthly expense categorization & bank reconciliation

    • Monthly Balance Sheet and Profit & Loss (P&L) statements

    • Email, text, and inquires up to 48-hour response time

    • Year-end financial package for your CPA

🚀 The Growth (Small & Scaling Businesses)

Our most popular package. Designed for established small businesses needing regular insights.

  • Starting at: $300 / month

  • Best for: Up to 3-4 bank/credit card accounts, 50–150 transactions/month

  • What’s Included:

    • Everything in The Seed package

    • Receipt management & matching 

    • Monthly 30-minute video review call to go over your numbers

    • Basic accounts payable (tracking up to 10 bills/month)

    • Priority email & text support (24-hour response time)

📈 The Scale (Established Businesses)

For busy business owners who want a hands-off financial workflow and deeper strategy.

  • Starting at: $500 / month

  • Best for: 4+ bank/credit card accounts, 150+ transactions/month, or businesses with employees

  • What’s Included:

    • Everything in The Growth package

    • Weekly bookkeeping updates (instead of monthly)

    • Full Accounts Payable & Receivable management

    • Payroll processing support (up to 10 employees)

    • Custom monthly KPI dashboard and quarterly strategy call

🛠️ Optional Add-Ons

Need a little extra? Customize your plan with these standalone services:

  • Catch-Up / Clean-Up Bookkeeping: $150–$200 / per historical month (for clients who haven't touched their books all year).

  • Historical Clean-Up Flat Fee: Starting at $1,200 (if books are 6+ months behind).

  • Sales Tax Filing: $75 / per state per filing period.

  • 1099 Filing (Year-End): $50 base fee + $10 per contractor.

  • Invoicing Management: $100 / month (sending invoices to your clients).

Ready to Get Your Time Back?

 

Beyond the ordinary

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.