Perfect for solopreneurs and side-hustlers ready to treat their business like a business. This is the no-stress bookkeeping foundation every business deserves.

Includes:

- Monthly categorizing & reconciling of up to 2 accounts

- Profit & Loss and Balance Sheet reports

- QuickBooks Online File maintenance

For growing businesses that need deeper insight, not just data entry. This package combines reliable bookkeeping with proactive financial support, enabling you to make informed decisions and scale with confidence.

Includes everything in Starter, plus:

- Up to 4 accounts reconciled monthly

- Monthly strategy call (30 min)

- Custom KPI tracking (delivered with your reports)

- Tax-time support & document prep for your CPA

This is next-level support for leaders who seek a genuine financial partnership. We dig into your data, help you plan for growth, and bring clarity to your cash flow.

Includes everything in Pro, plus:

- Cash flow forecasting

-Budget vs. actual analysis

- Strategic financial decision support

-Slack/email access for quick questions

- Priority turnaround time

For steady businesses that need a pulse check, not full-time bookkeeping. We step in quarterly to review and update your books, generate reports, and ensure your finances are on track.

Includes:

- Quarterly categorizing & reconciling of up to 2 accounts

- Profit & Loss and Balance Sheet reports

- Tax-readiness review (QBO tidy-up & CPA-ready books)

- One 30-minute quarterly review call

- Email support for Q&A during your service month