Essential Bookkeeping
Starting at $350/month
Designed for small businesses that need accurate bookkeeping, organized financial records, and reliable monthly reporting. This package provides the foundational financial support necessary to keep your books current and your business informed.
Includes:
✓ Monthly bank reconciliations
✓ Credit card reconciliations
✓ Transaction categorization
✓ QuickBooks Online maintenance
✓ Monthly financial statements (P&L & Balance Sheet)
✓ Email support
✓ Quarterly bookkeeping review
Best For:
Sole proprietors and small businesses with straightforward bookkeeping needs.
Important: Monthly service packages pricing assumes financial records are reasonably current and organized. Businesses requiring bookkeeping cleanup, catch-up work, or system setup may require a separate one-time project fee before ongoing monthly services begin.
Financial Management
Starting at $750–$1,500/month
For growing businesses that need more than basic bookkeeping. This package combines ongoing financial organization, reporting support, and regular review to help maintain visibility into business performance and financial responsibilities.
Includes:
✓ Everything in Essential Bookkeeping
✓ Accounts payable tracking support
✓ Accounts receivable tracking support
✓ Invoice oversight
✓ Expense management support
✓ Monthly financial review meeting
✓ Compliance and filing reminders
✓ Customized financial reporting
Best For:
Growing businesses needing greater financial organization, visibility, and consistency.
Important: Monthly service packages pricing assumes financial records are reasonably current and organized. Businesses requiring bookkeeping cleanup, catch-up work, or system setup may require a separate one-time project fee before ongoing monthly services begin.
Financial Operations Support
Starting at $2,000–$3,800/month
Designed for businesses that need structured financial processes, workflow coordination, and hands-on support managing day-to-day financial operations. Ideal for organizations seeking stronger financial systems and operational consistency.
Includes:
✓ Everything in Financial Management
✓ Cash flow monitoring
✓ Financial workflow development
✓ Process documentation and improvement
✓ Reporting oversight
✓ Vendor payment coordination support
✓ Financial systems organization
✓ Monthly operational and financial review meetings
Best For:
Businesses requiring structured financial processes and stronger operational accountability.
Important: Monthly service packages pricing assumes financial records are reasonably current and organized. Businesses requiring bookkeeping cleanup, catch-up work, or system setup may require a separate one-time project fee before ongoing monthly services begin.
Fractional Controller Support
Investment Range: $4,000–$8,000+/month
A strategic financial leadership solution for established businesses requiring higher-level financial oversight, performance analysis, cash flow planning, and collaboration with owners, management teams, and external advisors.
Includes:
✓ Everything in Financial Operations Support
✓ Financial reporting oversight
✓ KPI and profitability analysis
✓ Cash flow forecasting and planning
✓ Budget development and monitoring
✓ Month-end close oversight
✓ Internal financial controls review
✓ CPA and tax professional coordination
✓ Strategic financial decision support
Best For:
Established businesses seeking higher-level financial leadership without hiring a full-time controller.
Important: Monthly service packages pricing assumes financial records are reasonably current and organized. Businesses requiring bookkeeping cleanup, catch-up work, or system setup may require a separate one-time project fee before ongoing monthly services begin.