Our Services
DIY Bookkeeping Set-up Service
Perfect for New Entrepreneurs
One Time Service
We organize your Bookkeeping System
Provide Essential Software Setup
Personalized training on your new Bookkeeping System
Essentials Package
Monthly Bookkeeping (Bank, Credit Card, Loan Recs)
Categorization & Coding
P&L and Balance Sheet Monthly
Year-End Tax-Ready Financials
Email Support
Growth Package
Essentials Package plus
Monthly Review Call (30 mins)
KPI Tracking (Revenue by Client/Product, COGS %, Labor %)
Workflow recommendations for financial systems
Unlimited Email + Video Support
Maestro Package
Growth Package plus
Cash Flow Forecasting
Budget vs. Actual Tracking
Deeper KPI/Trend Analysis
Custom Reporting (by location, product line, project, etc.)
Quarterly or Monthly Strategy Calls
Add-on Services
Historical Cleanup (Charged Hourly)
Accounts Payable/Receivable
Payroll Processing
1099 Filing
CFO Lite / Financial Advisory
No hourly billing for regular bookkeeping — pricing is value-driven and outcome-focused.
Hourly only applies for historical cleanup, major one-off projects, or advisory outside the scope.
Our pricing reflects the complexity, volume, and advisory level needed.
Contact us
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