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Our Services
1
Setup My Biz
Who It's For:?
Perfect for startups, this package ensures a seamless start or transition to accurate and organized bookkeeping.
Features & Services:
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Initial Consultation
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Software Selection & Setup​
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Chart of Accounts Design​
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Transaction Workflow Design
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Bank & Credit Card Integration​
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Accounts Payable & Receivable
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Payroll System Integration (if applicable)
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Inventory System Design (if applicable)
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User Access & Controls​
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Documentation & Training
2
Starter Biz
Who It's For?
Absolute beginners and solopreneurs looking for a cost-effective solution.
Features & Services:
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Initial Consultation
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Monthly transaction tracking (up to 50 transactions).
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Bank reconciliation (up to 2 bank accounts).
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Monthly financial statements (Profit & Loss, Balance Sheet)
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Annual Tax Prep
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Access to a cloud-based accounting software.
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Quarterly consultation with a certified bookkeeper (1 hour).
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Build your chart of accounts
3
Small Biz
Who It's For?
Growing small businesses seeking
insights into their financial health.
​Features & Services:
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Initial Consultation
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Weekly transaction tracking (up to 200 transactions).
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Bank and credit card reconciliation (up to 5 accounts).
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Monthly financial statements with analysis.
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Accounts Payable and Receivable management.
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Payroll processing for up to 5 employees.
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Bimonthly consultation with a certified bookkeeper (1 hour).
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Access to a comprehensive cloud-based accounting software.
4
Advanced Biz
Who It's For?
Small businesses with a higher volume of transactions, multiple revenue streams
​Features & Services:​
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Initial Consultation
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Daily transaction tracking (up to 500 transactions).
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Bank and credit card reconciliation (up to10 accounts)
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Detailed monthly financial statements with trend analysis.
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Full-cycle accounts payable and receivable management.
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Payroll processing for up to 20 employees.
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Inventory tracking & management.
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Monthly consultation with a certified bookkeeper (1.5 hours)
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Access to premium accounting software w/ adv integrations
5
Clean Up
Who It's For?
For businesses looking to y to correct inaccuracies, fill in gaps, and organize everything systematically.
​Features & Services:​
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Initial Consultation
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Detailed Assessment
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Transaction Review & Re-entry
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Reconciliation Revival
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Accounts Payable & Receivable Restoration
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Payroll Review (if applicable)
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Adjustment Entries
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Software & Integration Health Check
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Documentation & Reporting
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Consultation
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2-hour session post-cleanup to discuss findings, provide training or best practices, and answer questions.
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Recommendations on maintaining clean books moving forward
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6
Entrepreneur
Who's it's For?
Perfect for the entrepreneur that's in the starting phases and wants build a business plan , projections, etc for their business idea.
Features & Services:
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Initial Consultation
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Business Idea Assessment
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Startup Costs
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What will it cost to get you started​
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Funds Needed
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How much money you need, if you're looking for funding​
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Financial Projections
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How much you expect to make and spend the first 12-24 months.​
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