A complete bookkeeping solution for businesses seeking deeper financial insight and ongoing support.

The Comprehensive Bookkeeping package goes beyond maintaining your books by providing enhanced reporting and financial insights to help you better understand your business performance and prepare for future growth.

Includes:

• Everything in Growth Bookkeeping
• Financial insights and trend reporting
• Revenue and expense analysis
• Budget-to-actual reporting
• Key performance indicator (KPI) tracking
• Quarterly financial review meeting
• QuickBooks support and guidance
• CPA coordination and year-end preparation assistance

Ideal for businesses that want detailed financial reporting and a proactive bookkeeping partner.

Perfect for small businesses looking for dependable bookkeeping and accurate financial records.

The Essential Bookkeeping package provides the foundation needed to keep your books organized and up to date throughout the year. We’ll handle the day-to-day bookkeeping tasks so you can spend more time focusing on your business.

Includes:

• Monthly transaction categorization
• Bank account reconciliation
• Monthly Profit & Loss Statement
• Monthly Balance Sheet
• Secure document sharing
• Bookkeeping-related email support

Ideal for sole proprietors, startups, and small businesses with straightforward bookkeeping needs.

Designed for growing businesses that need greater financial visibility and support.

As your business grows, so do your bookkeeping needs. The Growth Bookkeeping package provides enhanced financial tracking and reporting to help you stay organized and make informed business decisions.

Includes:

• Everything in Essential Bookkeeping
• Multiple account reconciliation
• Accounts payable tracking
• Accounts receivable tracking
• Monthly cash flow reporting
• Priority email support

Ideal for established small businesses managing increased transaction volume and multiple financial accounts.