For startups, freelancers, and small businesses with minimal transactions
This package is ideal for businesses needing foundational bookkeeping support without complex reporting requirements. Services include:

Categorization of income and expenses

Monthly financial reports (Profit & Loss, Balance Sheet)

Reconciliation of up to 2 bank or credit card accounts

Email support for basic bookkeeping questions

End-of-year tax preparation support

For businesses with increasing transactions and financial complexities
Designed for growing businesses that require more comprehensive tracking and reporting. This package includes:

Everything in the Essential package, plus:

Reconciliation of up to 5 bank or credit card accounts

Accounts receivable & accounts payable tracking

Quarterly tax preparation assistance

Limited financial advisory consultation

Monthly financial check-in reports

For established businesses with high transaction volumes and advanced financial needs
This premium package provides full-scale financial management with in-depth reporting and strategic insights. Services include:

Everything in the Growth package, plus:

Payroll processing and tax filing assistance

Custom financial reports tailored to your business needs

Dedicated bookkeeping professional for ongoing support

Monthly financial strategy meetings

Advanced cash flow management and budgeting

Need a tailored bookkeeping solution? We offer custom packages based on your business's specific financial needs. Additional services such as payroll management, cash flow forecasting, and advanced tax planning can be added upon request.