Affordable. Accurate. Bookkeeping Packages.
Drowning in paperwork? No idea where to start with your books?
We’re your solution.
Affordable Bookkeeping Packages
Ignite Your Business with Effortless Bookkeeping Perfect for Start-ups and Micro Businesses
Financial Health Check
$199
Need to get an idea where you are on your business journey? Or are you looking to take the first step toward a new horizon of growth and opportunity? This check-up will help you:
- Identify early signs of financial issues, such as cash flow problems or mounting debt
- Make informed decisions with a complete view of your financial status
- Support long-term growth and operational efficiency
Organize
Starting at $500 per month
Ideal for small but growing businesses that need dependable monthly bookkeeping and periodic financial visibility, the Essential Package provides a strong foundation to keep your records clean, compliant, and organized.
- Standard Communication (responses within 72 hours)
- Monthly Bookkeeping & Reconciliations: Accurate categorization and reconciliation of bank and credit card account each month
- Transaction Capacity: Supports businesses with up to 250 monthly transactions
- Quarterly Financial Reports: Standard financial statements prepared and delivered within 10 business days after receipt of requested documentation
- Bi-Annual Review Meeting: Scheduled session to review performance, answer questions, and ensure your books remain on track
- Payroll Processing
- Accounts Payable
- Sales Tax Filing
Optimize
Starting at $750 per month
Designed for established businesses experiencing increased transaction volume and operational complexity, the Growth Package delivers more frequent reporting, compliance support, and faster turnaround — helping you stay organized and informed as your business scales.
- Priority Communication (responses within 48 business hours)
- Expanded Transaction Support: Built for businesses processing more than 500 transactions per month
- Monthly Bookkeeping & Reconciliations: Completed and delivered within 5 business days after receipt of requested documentation
- Monthly Financial Statements: Profit & Loss and Balance Sheet prepared each month and delivered within 10 business days after receipt of requested documentation
- Sales Tax Compliance: Preparation and filing of required sales tax returns (if needed)
- Payroll Processing: Up to 2 payroll runs per month handled accurately and on schedule
- Quarterly Review Meeting: Scheduled session to review performance, answer questions, and ensure your books remain on track
Scale
Starting at $1,500 per month
Designed for growing businesses that need structured financial oversight, consistent cash-flow visibility, and proactive operational support, our Controller Package provides hands-on financial management plus strategic insight to help you stay organized, compliant, and prepared for growth.
- Priority Communication: Responses within 24 business hours so you’re never left waiting for financial clarity.
- High-Volume Transaction Support: Built for businesses processing a high volume of transactions.
- Monthly Bookkeeping & Reconciliations: Accurate categorization and full reconciliation of bank and credit card accounts to keep your books clean and reliable
- Sales Tax Compliance: Preparation and filing of required sales tax returns to help you remain compliant and avoid penalties
- Full Payroll Processing: Unlimited payroll runs handled accurately and on time, including ongoing payroll oversight
- Bill Pay & Accounts Payable Management: Organized tracking and processing of vendor bills so obligations are paid correctly and on schedule
- Receivables Monitoring: Ongoing oversight of outstanding invoices to help maintain healthy cash flow and reduce aging balances
- Timely Financial Statements: Monthly Profit & Loss and Balance Sheet delivered within 5 business days after receipt of all requested documentation
- Quarterly Financial Review: Structured check-in to review performance, address questions, and ensure your books stay on track
- Advanced Financial Reporting: Cash-flow analysis, forecasting, and budgeting tools that help you plan with confidence
- Quarterly Advisory Meeting: Dedicated session with a Fractional Advisor to discuss trends, opportunities, and strategic financial decisions.
The Fine Print
We believe in complete transparency and open communication. Please review the (not so) fine print that apply to these packages.
- One-time $85 set up fee.
- Additional onboarding fees may be charged if your books are in arrears for more than 3 months.
- eCommerce companies are not eligible for Ignite Package.
- Sales tax processing available at an additional cost.
- Payroll processing available at an additional cost.
- All financial accounts must be connected to cloud-based software.
- Guest access to all financial accounts must be granted for statement download and transaction verification.
- One EIN per subscription.
- New client/new subscriptions only.
- One-year agreement required.
Plans for larger businesses
These packages are specifically designed to meet the needs of very small businesses and those in the earliest stages of operation. If your business doesn’t qualify, we’ve got solutions for businesses of all sizes.
Schedule a free consultation to explore how we can help you!
Ready to Ignite your bookkeeping?
Submit the form below to have our team reach out about these packages.