Best for established solo entrepreneurs or small teams looking for monthly financial clarity and tax-ready books.
Volume: Up to 50–75 transactions/month; 1–2 bank/credit card accounts.
What’s Included: Monthly bank reconciliation, expense categorization, and standard monthly financial statements (P&L and Balance Sheet).
Monthly fees are tailored to your business—not based on a one-size-fits-all model. I’ll customize your fee based on your specific needs and transaction volume.
The Growth/Established Small Business
$800
/Month
Starting at $800+/Month
Best for growing businesses that need monthly bookkeeping plus custom performance reports and cash-flow forecasting.
What’s Included: Everything in Tier 1, plus tracking of 1099 vendors, basic receipt management integrations, and a monthly 30-minute review call.
Monthly fees are tailored to your business—not based on a one-size-fits-all model. I’ll customize your fee based on your specific needs and transaction volume.
The Premium / Complex Business
$1500
/Month
Starting at $1500+/Month
Best for High-revenue businesses, light e-commerce, or businesses with employees.
What’s Included: Everything in Tier 2, plus basic payroll administration support, multi-channel sales platform reconciliation, and monthly financial performance calls.
Monthly fees are tailored to your business—not based on a one-size-fits-all model. I’ll customize your fee based on your specific needs and transaction volume.
Annual Tax Preparation
$400
Starting at $400+/return individual
$850+/return small business
Complete federal and state business tax filing. (Discounted packages available when bundled with monthly bookkeeping).