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Financial Service Packages

Tier 1 - Foundation Package

For small but growing businesses in need of clean, reliable books, our bookkeeping services focus on business financial cleanup and financial organization.

Includes:

$650+/month

Our bookkeeping services include monthly bookkeeping, bank and credit card reconciliations, and the preparation of monthly financial statements (P&L + Balance Sheet). We also provide CPA-ready reporting and email support to assist with your business financial cleanup and ensure proper financial organization. 


“Essential financial structure for stable growth.”


Tier 2 – Growth Package

For businesses that require improved visibility and job-level clarity, our bookkeeping services can help. We specialize in business financial cleanup and financial organization to ensure your operations run smoothly.

Includes everything in the Foundation Package, plus:

$900+/month

Job costing setup or review is essential for contractors, especially when paired with our bookkeeping services. We also provide a Profit & Loss by Job analysis, if applicable, along with a basic cash flow review. Additionally, our quarterly financial review call ensures your business financial cleanup is on track for optimal financial organization. 


“Financial visibility to support smarter decisions.”


Tier 3 – Titan Package

For established businesses ready for deeper insight into their finances, our bookkeeping services can provide the necessary support. Whether you need a comprehensive business financial cleanup or assistance with financial organization, we are here to help you achieve clarity and efficiency.

Includes everything in Growth Package, plus:

$1,200+/month

Ongoing business financial cleanup if needed, along with bookkeeping services, ensures financial organization. We offer cash flow forecasting and budget planning support, enhanced by direct CPA collaboration and priority communication. 


“Strategic financial support built for scale.”

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