Bookkeeping Package
Launch
Starting at $500 per month
Who is this for?
New businesses or low-transaction companies that need foundational bookkeeping support to get started the right way.
This tier is ideal for startups, solopreneurs, or businesses with very few monthly transactions who want essential bookkeeping—clean reconciliations, proper classification, and basic financial statements—without additional complexity. Launch keeps your books organized and compliant while giving you room to grow into higher tiers as complexity increases..
✔ QBO classifying bank feeds for bank, credit card and loan accounts
✔ Bank, credit card and loan reconciliations for up to 2 accounts
✔ Asset purchases/deletion tracking for tax preparation
✔ Correspondence - emails and phone calls related to bookkeeping services
✔ Prepare and review monthly, quarterly and annual financial statements
✔ Insurance - WC & Liability Audit (add-on available)
Momentum
Starting at $850 per month
Who is this for?
Small businesses that need solid, straightforward bookkeeping to stay compliant and maintain clean books throughout the year.
This tier supports essential bookkeeping tasks for up to two accounts, including classification, reconciliations, year-end checkups, and basic financial statements. It’s ideal for owners who are growing but not yet ready for higher-level forecasting, budgeting, or accrual-based accounting. Perfect for maintaining accurate books while keeping costs intentional and manageable.
✔ QBO classifying bank feeds for bank, credit card and loan accounts
✔ Bank, credit card and loan reconciliations for up to 2 accounts
✔ Asset purchases/deletion tracking for tax preparation
✔ Correspondence - emails and phone calls related to bookkeeping services
✔ Prepare and review monthly, quarterly and annual financial statements
✔ Insurance - WC & Liability Audit (add-on available)
✔ Payroll entries for outside platforms that don't connect automatically with accounting software
✔ Year end final check up on income and expenses per financials
✔ Processing and filing 1099's - Additional processing fees from client's accounting software for filings are not included
✔ Bank, credit card and loan reconciliations for up to 3 accounts
Elevate
Starting at $1,500 per month
Who is this for?
Growing businesses that need reliable, consistent bookkeeping with some added support beyond the basics. Perfect for companies with up to 3–4 financial accounts, light payroll activities, and a need for month-to-month financial accuracy, tax-ready books, and timely financial reporting.
These clients require more guidance than entry-level bookkeeping but do not yet need the full strategic support of the Apex tier. Ideal for businesses seeking a strong accounting foundation with enhanced accuracy, improved processes, and dependable monthly support.
What’s included?
✔ QBO classifying bank feeds for bank, credit card and loan accounts
✔ Bank, credit card and loan reconciliations for up to 2 accounts
✔ Asset purchases/deletion tracking for tax preparation
✔ Correspondence - emails and phone calls related to bookkeeping services
✔ Prepare and review monthly, quarterly and annual financial statements
✔ Insurance - WC & Liability Audit (add-on available)
✔ Payroll entries for outside platforms that don't connect automatically with accounting software
✔ Year end final check up on income and expenses per financials
✔ Processing and filing 1099's - Additional processing fees from client's accounting software for filings are not included
✔ Bank, credit card and loan reconciliations for up to 3 accounts
✔ Bank, credit card and loan reconciliations for up to 4 accounts
✔ Liability reconciliation (other than loans)
✔ Processing Payroll (add-on available)
✔ Processing and calculation of hourly employee's time sheets (add-on available)
✔ Sales Tax per government entity filing (add-on available)
Apex
Starting at $3,000 per month
Who is this for?
Established or fast-growing businesses that require full-scope accounting support, deeper financial insight, and proactive financial management. These clients typically experience complex activity such as multiple bank/credit card accounts, frequent transactions, accrual accounting needs, payroll complexities, sales tax filings, and require ongoing CFO-level attention.
They benefit from hands-on support including accruals, revenue deferral, balance sheet maintenance, financial forecasting, budgeting, specialized reporting, and ongoing monitoring of cash flow, integrations, and software issues. Ideal for businesses that want maximum accuracy, high-touch support, and strategic financial oversight—not just bookkeeping..
✔ QBO classifying bank feeds for bank, credit card and loan accounts
✔ Bank, credit card and loan reconciliations for up to 2 accounts
✔ Asset purchases/deletion tracking for tax preparation
✔ Correspondence - emails and phone calls related to bookkeeping services
✔ Prepare and review monthly, quarterly and annual financial statements
✔ Insurance - WC & Liability Audit (add-on available)
✔ Payroll entries for outside platforms that don't connect automatically with accounting software
✔ Year end final check up on income and expenses per financials
✔ Processing and filing 1099's - Additional processing fees from client's accounting software for filings are not included
✔ Bank, credit card and loan reconciliations for up to 3 accounts
✔ Bank, credit card and loan reconciliations for up to 4 accounts
✔ Bank, credit card and loan reconciliations - unlimited
✔ Liability reconciliation (other than loans)
✔ Processing Payroll (add-on available)
✔ Processing and calculation of hourly employee's time sheets (add-on available)
✔ Sales Tax per government entity filing (add-on available)
✔ Delivery of financial reports - Balance Sheet & Profit and Loss including specialized reports upon client request
✔ Expense accruals (utilities, rent, wages)
✔ Defer revenue/expenses as needed
✔ Reconcile balance sheet accounts (prepaids, accruals, payroll liabilities)
✔ Assist in creating annual budgets
✔ Update rolling forecasts
✔ Track actuals vs. budget monthly
✔ Monitor cash balances and recommend actions (line of credit draws, delays in payables)
✔ Organize records and provide to CPA Provide tax-ready reports
✔ Manage QuickBooks Online (or other accounting system) and handle data / software issues as they arise
✔ Set up and manage integrations (if applicable)
✔ Streamline processes to enhance accuracy and efficiency
✔ Support mergers, acquisitions, or investment due diligence
✔ QBO or ADP Payroll Subscription Fee - Billed monthly, quarterly or yearly
✔ QBO Accounting Subscription Fee - Billed monthly, quarterly or yearly