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Bookkeeping Services and Pricing
TIER 1: ESSENTIAL LEVEL
Designed for businesses that need clean, accurate financials and consistent monthly bookkeeping support, the Essential package provides a strong foundation for maintaining organized and reliable records. This service focuses on keeping your books up to date, ensuring your financial statements are accurate, and giving you the clarity needed to confidently manage your business.
Monthly
Starting at $900
Initial Consultation Included
Our Essential bookkeeping package is designed for businesses that need reliable, accurate financials and consistent monthly maintenance.
This service includes:
- Monthly transaction categorization
- Bank and credit card reconciliations (up to 2 accounts)
- Monthly Profit & Loss and Balance Sheet
- Ongoing maintenance of clean and accurate books
This package is best suited for businesses with lower transaction volume and straightforward operations.
TIER 2: GROWTH LEVEL *Most Popular*
Designed for growing businesses that need more than basic bookkeeping, the Growth package provides deeper financial insight, structured reporting, and ongoing support to help you better understand and manage your business performance. This level focuses on maintaining accurate financials while giving you greater visibility into your numbers, helping you make more informed decisions as your business continues to grow.
Monthly
Starting at $1200
Initial Consultation Included
The Growth package builds on essential bookkeeping by providing enhanced financial review, ongoing support, and greater visibility into your business performance.
Includes:
- Monthly transaction categorization
- Bank and credit card reconciliations
- Profit & Loss and Balance Sheet
- Financial review and adjustments
- Expense insights and basic profitability tracking
- Ongoing support (email and scheduled calls)
- Financials maintained in a lender-ready format
TIER 3: PREMIUM LEVEL
Designed for business owners who are actively growing, financing, or scaling, the Premium package provides the highest level of financial visibility, reporting, and ongoing support. Ideal for business owners who require detailed financial insight, ongoing lender readiness and strategic support as they grow.
Monthly
Starting at $1400
The Premium package delivers advanced financial oversight, deeper performance insights, and priority support to ensure your business is always operating with accurate, reliable, and lender-ready financials.
Includes everything in Growth level PLUS:
- Expense monitoring and profitability insights
- Advanced profitability tracking (job-level detail)
- Rental property tracking and reporting
- Lender-ready financial reporting (priority)
- Monthly performance insights with recommendations
- Priority support
Add-On Services
We offer additional services to support your business as your needs grow. These services are designed to complement your bookkeeping and provide added flexibility, compliance, and financial insight. Additional services can be bundled into your monthly plan as your business grows.
1099 Contractor Filing: $10–$25 each
Payroll Coordination: Customized based on business needs
Financial Review & Advisory: Starting at $175/hour
Clean Up & Catch Up
If your bookkeeping is behind or requires correction, a cleanup service is required prior to beginning ongoing monthly services.
This process includes reviewing, organizing, and correcting your financial records to ensure accuracy and reliability moving forward.
Investment:
Starting at $2,700 and customized based on scope.
Pricing for our business bookkeeping services depends on several factors: ✔ number of entities ✔ number of properties ✔ number of bank/credit accounts ✔ reporting complexity. This structure allows us to offer tailored tax solutions and flexible monthly pricing, ensuring comprehensive support for your financial statements and contractor filing needs.