Professional Bookkeeping Services for Small Businesses & Solopreneurs
Essentials
Growth
Executive
Add-Ons
Services
We provide a range of services to fit your business needs, whether that's full-stack support, or just the essentials.
ESSENTIALS
Perfect for solopreneurs and small businesses under $100K annual revenue.
You get:
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Professional bookkeeping done for you
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Monthly transaction categorization and reconciliation
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Income & Expense reports delivered monthly
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Secure document storage & receipt management
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Email support within 1 business day
Ideal for: coaches, freelancers, single-member LLCs.
GROWTH
Best for growing businesses ready for better visibility and time back.
You get everything in Essentials, plus:
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Custom chart of accounts
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Monthly close + 15-min review call
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Rules & automations to keep books cleaner
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Quarterly budget vs actuals report
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Priority support (email + chat)
Ideal for: small teams, e-commerce, consultants.
EXECUTIVE
Built for multi-entity operators and business owners who want clarity, not chaos.
Includes everything in Growth, plus:
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Multi-entity consolidations & weekly cash-flow updates
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KPI dashboard & profit insights
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Dedicated account manager
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Quarterly strategy / CFO-style review
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Coordination with your CPA or tax team
Ideal for: agencies, real-estate investors, and 7-figure founders.
Why Choose Us
Tailored Financial Solutions
Data-Driven Insights
Our approach is rooted in data analysis, ensuring that you gain valuable insights for informed decision-making.
Customized Strategies
We innovate and develop customized strategies to optimize your financial operations and drive growth.
Dedicated Support
Experience dedicated support and creative solutions from our team of expert bookkeepers.