Monthly Bookkeeping
Stay on top of your finances with expert bookkeeping tailored to your business. From transaction management to reconciliations and reporting, we handle the details so you can focus on growth.
Bookkeeping That Scales With Your Business
Every business has unique bookkeeping needs—that’s why we offer customizable service tiers designed to grow with you. Whether you need basic transaction management, cash flow insights, or full financial oversight, we’ll tailor a solution that fits. No one-size-fits-all options to choose from. Let's design the right financial support system for your business -- together.
Growth Plan
For businesses starting to build a team & scale operations
You’re hiring, growing, and realizing that managing your finances is getting too complex to handle alone. We help you stay ahead of cash flow challenges and financial reporting needs as your business expands.
- Everything in Essential, plus:
- Accrual-based accounting if needed
- Custom reporting tailored to your business
- Quarterly advisory meeting to review financial health
🔹 Best for growing businesses that need deeper insights and better systems. 🔹
Essentials Plan
For freelancers, solopreneurs, and micro-businesses
You’re running lean and keeping things simple—but your books still need to be accurate and tax-ready. We help you stay on top of your finances without unnecessary complexity.
- Transaction categorization & reconciliations
- Basic financial reports (P&L, Balance Sheet)
- Email support for QuickBooks questions
🔹 Best for solo business owners who want clean books with minimal hassle. 🔹
Performance Plan
For established businesses that need high-level financial oversight
You’ve built a strong foundation and know exactly who you are as a business. Now, you need strategic bookkeeping and financial oversight—without hiring an in-house accounting team.
- Everything in Growth, plus:
- Monthly performance reviews & strategy sessions
- Budgeting & cash flow forecasting
- Asset and depreciation tracking
- Personalized, comprehensive financial management
🔹 Best for businesses looking for financial analysis from a trusted partner. 🔹
Additional Support at Every Tier
Need more support? We offer additional services that can be added to any plan to fit your business’s unique needs.
Payroll Processing
We handle payroll so you don’t have to. From calculating wages to tax filings, we ensure your team gets paid on time and stays compliant.
Accounts Receivable
(Invoicing & Collections)
Stay on top of cash flow by letting us manage your invoicing and follow-ups, so you get paid faster without the hassle.
Accounts Payable
(Bill Pay & Vendor Management)
We track, schedule, and process your payments, ensuring your bills are paid accurately and on time—without the administrative headache.
What Businesses Like Yours Invest in Bookkeeping
No two businesses are exactly alike, so bookkeeping should be tailored to your needs. Instead of one-size-fits-all pricing, we customize every plan based on the complexity of your finances, the support you need, and how involved you want us to be.
Below are examples of what similar businesses invest in bookkeeping. Your pricing will be based on your unique needs, ensuring you get the right level of support -- nothing more, nothing less.
Example 1: Psychologist in Private Practice (Essentials Plan)
📌 Industry: Healthcare (Private Practice)
📊 Annual Revenue: $190,000
👤 Employees: 1 (Owner-Operated)
🛠 Services Provided:
✔ Monthly transaction categorization & reconciliations
✔ Basic financial reports (Profit & Loss, Balance Sheet)
✔ Email support for QuickBooks questions
💰 Monthly Investment: $425
💡 Why?
This business is simple but still needs structure. The owner manages their own finances but wants to ensure transactions are categorized correctly and reports are clean for tax season. They don’t need invoicing, payroll, or forecasting—just solid bookkeeping support so they can stay tax-ready and focus on growing their business.
Example 2: Local Gym (Growth Plan)
📌 Industry: Health & Fitness (Independent Gym)
📊 Annual Revenue: $600,000
👥 Employees: 5 (Trainers & Front Desk Staff)
🛠 Services Provided:
✔ Monthly reconciliations & transaction categorization
✔ Accrual-based accounting for memberships & expenses
✔ Custom financial reports (P&L, Balance Sheet, Cash Flow)
✔ Accounts Receivable support (tracking gym memberships & payments)
✔ Quarterly financial review calls to ensure profitability
💰 Monthly Investment: $1145
💡 Why?
This gym is growing and managing more moving parts. They handle memberships, class packages, and recurring payments, making accurate cash flow tracking essential. With employees on payroll and increasing expenses, they need custom reports and periodic financial check-ins to ensure profitability.
Example 3: Medical Aesthetics Clinic (Performance Plan)
📌 Industry: Healthcare & Wellness (Medical Aesthetics Clinic)
📊 Annual Revenue: $2,500,000
👥 Employees: 12 (Practitioners, Admin Staff)
🛠 Services Provided:
✔ Full-service monthly bookkeeping & reconciliations
✔ Payroll processing for employees & contractors
✔ Accounts Payable (bill pay & vendor management)
✔ Cash flow forecasting & budgeting support
✔ Monthly financial strategy sessions with advisory insights
✔ Sales tax filings & compliance support
💰 Monthly Investment: $3,200
💡 Why?
This high-revenue clinic offers cosmetic procedures, skincare services, and product sales—all requiring precise financial management. With multiple practitioners, retail sales, and equipment investments, cash flow planning is critical. They need detailed financial oversight, payroll support, and vendor management to maintain profitability and growth. The monthly strategy sessions ensure their finances align with their expansion plans.
Get Expert Bookkeeping Tailored to Your Business
Managing your books shouldn’t be a guessing game. Whether you're a solo entrepreneur, a growing business, or an established company, we’ll help you stay organized, profitable, and stress-free.
📅 Schedule a complimentary consultation today and let’s find the right bookkeeping solution for you.