Choose the Level of Partnership You Need
Month-to-month flexibility. No long-term lock-ins. Custom-tailored to your entity count and transaction volume.
Foundation
- After-the-fact bookkeeping (up to 100 tx/mo)
- Complete monthly bank & credit card reconciliation
- Monthly Profit & Loss and Balance Sheet
- Year-end CPA-ready financials package
- Ongoing questions or explanations
- Payroll processing
- Multi-entity reporting
Insight
- Monthly bookkeeping with month-end close (up to 250 tx/mo)
- Monthly P&L and Balance Sheet reports
- Monthly Loom video financial review
- Dedicated email support for quick answers
- Optional quarterly Zoom review
- Year-end CPA-ready financials package
- Cash flow forecasting or budgeting
- Controller/CFO-level services
Guidance
- High-touch bookkeeping (up to 500 tx/mo)
- Multi-entity and class tracking setup
- Ongoing explanation and cash flow interpretation
- Customized management reporting
- Monthly 1-on-1 Zoom review calls
- Priority email support & quick turnaround
- Year-end CPA financials package
- Operational management
- Unlimited on-demand support
Embedded
- Custom-scoped bookkeeping & financial operations
- Multi-entity consolidated financial reporting
- Frequent review and close collaboration
- Tailored workflows & custom software integration
- Priority access & direct executive communication
- A rigid fixed package
- One-size-fits-all service
Specialized Add-On Services
Need specific tasks handled outside of monthly bookkeeping? We offer transparently priced add-ons to meet every operational need.
New Client Onboarding
Covers QBO configuration, chart of accounts customization, bank feeds, opening balance entry, and property/class tracking setup.
Payroll Processing
Full-service payroll processing for businesses that prefer hands-off execution. Includes regular pay runs, tax filings, and reporting.
Receipt & Document Management
For owners who want audit-ready proof. Includes receipt intake, review, and matching to QBO transactions up to 75 docs/mo.
1099 Preparation & Filing
W-9 collection, tracking, 1099-NEC preparation, IRS e-filing, and contractor copies delivered ahead of January deadlines.
Cleanup & Catch-Up Bookkeeping
Months or years behind? We reconstruct missing records, reconcile historic accounts, and bring disorganized books up to tax readiness.
Live Bookkeeping & QBO Training
One-on-one Zoom training sessions covering bookkeeping basics, QuickBooks workflows, or real estate-specific setup.