PACKAGES
Three ways to work with us...
1
Growth Bookkeeping Package
The foundation: clean, current, reliable books
Bookkeeping done right, so you finally know where you stand each month. Perfect if your books are behind, messy, or just a mystery — and you're ready for that to change.
​Includes:
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Monthly Bookkeeping you can read and trust
2
Accelerated Growth Package
Books + a plan to actually keep more of what you make
Everything in Growth, plus Profit First implementation and coaching. For owners who are done guessing and ready to run their numbers on purpose — pay themselves first and grow with intention
​Includes:
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Monthly bookkeeping + Profit First implementation & coaching
3
Ultimate Sidekick Package
The whole financial right hand. Handled
Bookkeeping with ALL upgrades included, plus tax prep, tax planning, and Profit First implementation and coaching. For owners who want it all off their plate — books, taxes, and strategy working together under one roof.
​Includes:
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Full-service bookkeeping (all upgrades in) + tax prep + tax planning + Profit First. Nothing à la carte — everything's in
Which end of the range am I?
Where you land in each range depends on your size and exactly what you need — newer businesses in the lower range, more established ones toward the top. We'll figure out your fit together on a quick call.
What's Included At Each Level
Growth
Accel.
Ultimate
Monthly Bookkeeping
A La Cart Upgrades
Profit First + Coaching
Tax Preparation
Tax Planning
All In
Starting at:
$450
$800
$2000
A La Cart Upgrades
Add what you need. All are included in Ultimate Package.
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AR / AP
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Receipt Tracking
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Cost Reporting
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Project Tracking
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Financial Audit Assistance