How I Support Clients

Bookkeeping built for start-ups & solopreneurs, small businesses in the growth stage and businesses ready to scale;

now with optional automation workflows that runs in the background - branded as yours.

Essentials Bookkeeping - $375/mo

Growth Bookkeeping - $499/mo

Scaling Bookkeeping - $649/mo

For start-ups & solopreneurs:

Designed for businesses with who are just starting out and those who want clean, compliant books without overcomplication.

Includes:

Monthly transaction categorization
Monthly bank reconciliations
Income & expense classifications
Monthly Profit & Loss and balance sheet statements

Ideal if you want your books handled professionally while you stay focused on running your business.

For small business in the growth stage:

Built for businesses in the growth stage who need deeper insights

Includes:

Everything in Essentials
Accounts payable & receivables tracking
Monthly loan & investment reconciliations
Clarity on revenue patterns and trends

This package helps you understand what’s actually working—so growth feels intentional, not overwhelming.

For established businesses ready to scale:

For businesses who are ready to scale strategically.

Includes:

Everything in Growth
Cash flow tracking & analysis
Weekly bookkeeping updates
KPI tracking & custom reports

Designed for businesses ready to use their numbers as a strategic tool—not just a record.

Add-On Services

1. Accounts Receivable & Cash Flow Analysis: $75/mo

AR aging analysis + bad debt exposure
Calculation of days sales outstanding (DSO)
A detailed spending analysis
Calculation of net cash flow
Identification of opportunities to save or improve cash flow

2. Summary Profit & Loss analysis: $45/mo

Revenue & expenses breakdown
Profitability metrics
Variance analysis
Identification os key risks, inefficiencies and growth opportunities

3. Sales Tax Filing: $75/mo

Sales tax set-up in QBO
Accurate sales tax calculations
Multi-state compliance

4. QBO System Set-up: $99 one-time

Customized chart of accounts
Bank & credit card integrations
Automation set-up
Invoicing & payment configuration
Expense tracking optimizations

Add-on Services (Cont.)

5. 1099 Preparation: $125/yr

End-to-end 1099 preparation
Contractor & vendor identification
Accurate & timely filing
Error corrections & amendments

6. Budgeting: $99/mo

Customized budget development
Revenue & expense planning
Expense tracking & control
Budget monitoring & adjustments

What's Not Included:

To protect clarity and sustainability, bookkeeping services do not include:

Tax preparation
Tax Advice
Business Coaching
Personal finance decisions
Tax deductible items determination

Cleanup Work - $499/mo

Flat-fee cleanup to untangle past activity and create a clean starting point.

Tracking income by offer, not just by month
Distinguishing between one‑time and recurring revenue
Separating gross revenue from take‑home pay
Identifying feast‑or‑famine cycles rather than guessing
Aligning expenses with current business stage

Scope defined upfront
No hourly billing

No surprises!

Payroll - Starting at $0/mo

1. Entries Only - Free with BK package + Processor Fee

Review of payroll
Entries posted in QBO

2. Administered Payroll - $75 - 200/mo + Processor Fee

Payroll Set-up
Payroll runs on your payroll cycle
Review of payroll
Reports provided
Taxes prepared & filed

Automation Packages

Starter:

$399/mo

Growth:

$599/mo

$1199/mo

Scale:

Enterprise:

$1999/mo

Lead capture & instant follow-up
Automated Google review requests
Invoice reminders

Everything in Starter
Smart Scheduling & No-show recovery
Past Client reactivation
Client onboarding automation

Everything in Growth
AI voice agent (24/7)
Smart email management
AR & collections automation

Everything in Scale
AI Employee