MONTHLY BOOKKEEPING

Starter

    • Client Portal Access & Receipt Management

    • Unlimited Email & Portal Communication

    • Monthly Recordkeeping & Reconciliations (up to 75 transactions)

    • Up to 3 Bank/Credit Accounts

    • Quarterly Financial Reports + Pre-Recorded Video Walkthroughs

    • Annual Financial Presentation (Year-End Review)

    • Annual 1099 Filings & Compliance Reminders

  • Solopreneurs or businesses under ~$75K annual revenue who need professional financial support without full-scale advisory yet.

  • $342 per month

Growth

    • Client Portal Access & Receipt Management

    • Monthly Recordkeeping & Reconciliations (up to 250 transactions)

    • Up to 5 Bank/Credit Accounts

    • Unlimited Email & Portal Communication

    • Monthly Financial Reports (P&L, Balance Sheet, Cash Flow)

    • Quarterly KPI Snapshot Reports

    • Quarterly Zoom Calls (20–30 min)

    • Annual Financial Presentation (Year-End Review)

    • Annual 1099 Filings & Compliance Reminders

  • Businesses between ~$75K–$500K revenue who want proactive financial insight, profitability review, and light advisory support.

  • $683 per month

Executive

    • Client Portal Access & Receipt Management

    • Monthly Recordkeeping & Reconciliations (up to 500 transactions)

    • Up to 8 Bank/Credit Accounts

    • Unlimited Email, Portal, and Voxer Access (priority response/support)

    • Monthly Financial Reports with Custom Commentary

    • Monthly Financial Health Dashboard (custom KPIs)

    • Monthly Zoom with Account Manager (45 min)

    • Budget Planning & Variance Analysis

    • Tax Prep Coordination with CPA

    • Annual Financial Presentation (Year-End Review)

    • Annual 1099 Filings & Compliance Reminders

  • Mature businesses ~$500K–$1M+ revenue looking for proactive financial partnership and strategic growth support.

  • $1,350 per month

READY TO GAIN FINANCIAL CONFIDENCE?

ADD-ON SERVICES

Diagnostic Review

    • Review Company Setup in Bookkeeping Software

    • Review Banking/CC Setup, Feed, Reconciliation

    • Review Financial Reports for Errors

    • Review Feeds & Apps

    • Review Chart of Accounts

    • Review Customer/Vendor List

    • And so much more!

  • Coming soon

  • $295.00

Set-Up Service

    • QuickBooks Online Account Setup

    • Custom Chart of Accounts Build

    • Bank & Credit Card Linking

    • Beginning Balances Input

    • Sales Tax Setup (if applicable)

    • Vendor & Customer List Import

    • 60-Minute Virtual Training Session

      This service is required for clients not currently using QuickBooks Online. If you already have a Quickbooks Online file that’s out of date or inaccurate, our Clean-Up Service may be needed first.

  • Wedding and event creatives who are:

    • Ready to start on the right foot

    • Switching from spreadsheets or another system

    • Wanting a customized, stress-free QuickBooks Online set-up—without the guesswork

    • Not currently in QuickBooks Online

  • $265.00

    Need a solid foundation for your finances? Click “Get Started” to begin your setup.

Catch-Up / Clean-Up Service

  • Coming soon

  • Coming soon

  • Coming soon

READY TO GAIN FINANCIAL CONFIDENCE?