Explore Our Service Package Options
Our packages are designed to meet the needs of most businesses; however, we understand that no two businesses are exactly alike. If your business requires services outside of these options, we’re happy to customize a package that fits your specific needs.
Platinum Package
High-touch bookkeeping + CFO advisory
This is for you if you want:
Full financial oversight, proactive strategy, and someone deeply involved in your numbers.
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Weekly bookkeeping and reconciliations
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Monthly financial reporting with real-time insight
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Full AR/AP management
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Cash flow forecasting, budgeting, and tax planning support
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Monthly strategic planning meetings
- Priority support and IRS notice assistance
Gold Package
Strategic bookkeeping with growth support
This is for you if you want:
Clean books plus guidance to make smarter financial decisions as you grow.
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Weekly transaction categorization
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Monthly reconciliations and reporting
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Budget creation and class tracking
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AR/AP management
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Quarterly strategy meetings
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Ongoing email and phone support
Silver Package - Stay Out of Jail
Compliance-focused bookkeeping
This is for you if you want:
Accurate books, less stress, and confidence you’re staying compliant.
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Monthly bookkeeping and reconciliations
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Quarterly financial reports
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Budget support and class tracking
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Annual strategy meeting
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Standard support access
Start Ups - Under 1-2 Years In Business
Foundational bookkeeping for new businesses
This is for you if you want:
Structure, consistency, and a solid financial foundation from day one.
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Monthly transaction categorization
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Monthly reconciliations
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Quarterly financial reporting
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Basic class tracking
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Annual strategy meeting and support
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