Bookkeeping
Packages
Accurate bookkeeping is the foundation of every successful business. Without organized financial records, it becomes difficult to make informed decisions, manage cash flow, or prepare for tax season with confidence.
My structured bookkeeping packages are designed to provide clarity, compliance, and consistency. Whether your business needs basic monthly maintenance or full-charge financial oversight, each tier is built to scale with your operations and support long-term growth.
These packages ensure your books are accurate, up to date, and professionally managed so you can focus on running your business.
1
Essential Monthly Maintenance & Financial Reporting - $400 - $650
This package is designed for small businesses that need consistent, accurate bookkeeping and reliable monthly reporting.
Includes:
-
Up to 150 transactions per month
-
1–2 bank and/or credit card reconciliations
-
Invoice and bill posting
-
Vendor creation and management
-
Accounts receivable posting
-
Accounts receivable and accounts payable reports
-
Monthly Profit & Loss and Balance Sheet
-
CPA-ready financials for tax preparation
This level ensures your books are properly maintained, organized, and prepared for informed business decision-making.
2
Expanded Financial Oversight & Compliance Support - $800 - $1,200
Ideal for growing businesses with higher transaction volume and additional compliance needs.
Includes everything in Foundational, plus:
-
Up to 350 transactions per month
-
Sales tax filing and payment
-
Accounts payable bill processing and payment
-
Accounts receivable invoice creation and client emailing
-
Inventory tracking
-
Purchase order three-way matching
-
Enhanced financial reporting
This package provides greater cash flow management, compliance support, and operational structure.
3
Full Charge Financial Management - $1,500 - $2,500
Designed for established businesses seeking comprehensive financial oversight and ongoing support.
Includes everything in Advanced, plus:
-
350+ transactions per month
-
Payroll processing
-
Full accounts payable management
-
Full accounts receivable management
-
Inventory reconciliation and oversight
-
Ongoing CPA coordination
-
Customized financial reporting and performance insights
This tier delivers hands-off, structured bookkeeping with full operational financial support.
Let's Connect
Share your business details and current bookkeeping needs, and we’ll determine the best solution to get your books organized and up to date.