Our packages are designed to fit the unique needs of your company
Our Promise
We understand that every business is unique. Our team takes the time to learn about your specific needs, ensuring that our bookkeeping services are perfectly tailored to your goals. We don’t believe in one-size-fits-all solutions—we offer customized support that aligns with your financial strategy.
Unlimited Communication – I want you to feel comfortable to ask questions about the work I am doing! However, if we have to do ad hoc (extra) analysis or research related to a question then you will be billed separately. This would be communicated upfront.
Our starting prices are for general transaction levels ranging from 50-250 transactions each month. We will evaluate the time commitment and transaction level every 6 months.
The Beginner Package
Starting $200
Our Monthly Record Keeping service is designed for small businesses with less than 100 transactions per month. Our team of experienced bookkeepers will handle all your monthly accounting needs, including reconciling bank statements, categorizing expenses, and generating financial reports. This service is perfect for entrepreneurs and small business owners who want to focus on running their business while leaving the financial details to the experts.
The Standard Package
Starting at $450
Streamline your bookkeeping with our comprehensive Monthly Record keeping service. Effortlessly capture receipts through Hubdoc, connect up to 4 bank accounts, and enjoy unlimited email communication with our dedicated team. We'll meticulously reconcile your bank accounts each month and deliver detailed reports, ensuring your financial records are accurate and up-to-date. Trust our experts to handle your monthly bookkeeping, freeing you to focus on growing your business.
The Advanced Package
Starting $700
You'll receive all the features of our "Standard" offering, plus a suite of advanced financial management tools to take your business to the next level.
Included in this package are up to 7 bank account integrations, allowing you to centralize and streamline your financial data. Additionally, you'll benefit from a quarterly 30-minute video review of your financial statements, where our experts will provide insights and recommendations to optimize your financial performance.
To further support your growth, we'll work with you to build out a comprehensive Key Performance Indicator (KPI) tracker, giving you a clear, data-driven understanding of your business's health and progress. Finally, you'll receive advanced financial reporting, including customized income statements, balance sheets, and cash flow statements, providing you with the detailed information you need to make informed decisions.
The Elite Package
Starting $1,250
You’ll receive everything in our Standard and Advanced packages PLUS Unlimited Bank Accounts, Monthly Financial Statement Review (30 mins), and Budget Creation and Review/Accountability.
Our Everything package takes your bookkeeping to the next level with unlimited bank account integrations, monthly financial statement reviews, and comprehensive budget creation and accountability. With unlimited bank accounts, you can seamlessly connect all your financial data in one place for a complete view of your finances. During our 30-minute monthly review, your dedicated bookkeeper will analyze your statements, identify opportunities, and provide personalized guidance. Together, we'll create a customized budget that aligns with your unique business goals and priorities, then meet regularly to ensure you stay on track. This holistic approach empowers you to make informed decisions, maximize cash flow, and achieve sustained financial success.
A La Carte Services
KPI Build Out Starting $150
Review KPIs/Adjust $50
Financial Statement Review Meeting
25 Minute Call $60
45 Minute Call $100
Budget and Planning Call
45 minute $100
Bookkeeping Coaching Call
25 Minute Call $75
45 Minute Call $150
Sales Tax Filing for Texas Starting $200
Monthly Oversight of Personal Bookkeeping for $100