Focus on Growing Your Business.
We’ll Handle the Books.
You’ve built something powerful. Now let’s keep your finances organized, tax-ready, and stress-free. Choose the support level that fits your stage of business, and we’ll take care of the rest.
1
Essential Shield
Your simple, stress free bookkeeping foundation.
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This package is perfect for solo business owners and early-stage entrepreneurs looking for affordable, accurate financial tracking. It’s the essential support you need to stay organized, tax-ready, and in control of your numbers.
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Includes:
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​✔ Categorization of up to 50 transactions/month
✔ Monthly bank reconciliations (up to 3 accounts)
✔ Profit & Loss statement (delivered by the 20th business day)
✔ CPA collaboration for basic tax preparation
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Best for: Sole proprietors and small businesses with lower monthly volume or simple financial needs.
2
Growth Shield
Smarter financial oversight for growing businesses.
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This package is perfect for business owners who are growing and need deeper insights into their finances. You'll receive timely reports, analysis, and hands-on support to help you make informed decisions.
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Includes:
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✔ Categorization of up to 150 transactions/month
✔ Monthly bank reconciliations (up to 5 accounts)
✔ Profit & Loss statement ( delivered by the 10th business day)
✔ Cash flow and balance sheet reports (upon request)
✔ Budget tracking + performance insights
✔ Payroll support for up to 5 employees
✔ Strategy calls as needed
✔ CPA collaboration for basic tax preparation​​
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Best for: Growing businesses with moderate transaction volumes or more complex financial needs.
3
Visionary Shield
Advanced bookkeeping and financial clarity for scaling teams.
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This package is designed for established service businesses that are growing fast and need more detailed tracking, payroll coverage, and financial insights to stay in control.
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Includes:
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✔ Categorization of up to 300 transactions/month
✔ Reconciliations for up to 10 accounts
✔ Profit & Loss statement (delivered by the 10th business day)
✔ Payroll support for up to 15 employees
✔ Advanced forecasting & budgeting support
✔ Custom KPI dashboards
✔ Monthly strategy review calls​
✔ CPA coordination for tax and planning
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Best for: Growing teams with higher transaction volume and the need for more advanced financial support.
Book a Free 30-Minute Consultation
Schedule a free call to discuss your bookkeeping needs and find the package that’s right for you.
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Why should I hire a bookkeeper?If you’re overwhelmed with managing your finances or feel like your books are always behind, it might be time to get professional help. A bookkeeper will help you: Keep your books up-to-date Ensure you’re prepared for tax season Give you a clear picture of your cash flow and profits Save you time so you can focus on growing your business If any of these sound familiar, we’re here to help!
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My books are a mess, what do I do?No problem! We specialize in cleaning up your financial records. Whether you’re starting fresh or need help organizing previous months (or even years), we’ll get everything in order so you can move forward with confidence. Only need cleanup services? Here’s how our cleanup services work: Simple Cleanup (1-3 months behind) Moderate Cleanup (3-6 months behind) Complex Cleanup (6+ months behind or multiple years) We’ll assess your books and provide a custom quote to get you current.
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Do you offer add-on services?Yes, we offer a few optional add-ons to enhance your bookkeeping experience: 1099-NEC Preparation: We'll track eligible contractor payments and prepare your 1099-NEC forms, so you’re ready to file on time with confidence. Payroll Support (Expanded): For businesses with more than 5 employees, we offer additional payroll management. Financial Strategy Calls: Need more hands-on support? Add strategy sessions for budgeting, cash flow, or business planning. Custom Financial Reports: Get tailored reports that align with your business goals and give you the insights you need to grow. These services are available as add-ons with either package. Just let us know what kind of support you're looking for!
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What accounting software do you use?We use QuickBooks, one of the best tools for managing your finances. During our call, we’ll discuss the best QuickBooks plan for your business. You can either absorb the subscription cost yourself or add it as an add-on to your service. Don’t worry, since you’re the owner of your QuickBooks account, if you ever decide to transition, we can easily assist with transferring ownership or removing our access, ensuring a smooth handoff.
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Do you offer tax services?We don’t provide tax preparation services directly, but we’ll happily collaborate with your CPA to ensure all your books are in order for tax season. If you don’t have a CPA, we can help you find one who’s the right fit!
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Is there a time commitment?Absolutely not! You’re not locked into any long-term contract. If at any point you feel the service isn’t the right fit, you can cancel at any time. Note: Once you've paid for a month of service, we don’t offer refunds for that month. However, you can cancel your service anytime moving forward.
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Can I switch my plan later?Absolutely! As your business grows, we can adjust your plan to fit your new needs. We’ll review your business regularly, and if you need more advanced features, we can upgrade your plan with ease.