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Tiered Monthly Bookkeeping Packages

Keeping your books accurate is essential for making smart business decisions, staying compliant, and preparing for tax season. Our tiered bookkeeping packages are built to scale with your business—whether you're just starting out or managing multiple revenue streams. Choose the level of service that fits your needs and budget.

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  • Transaction Categorization

  • Bank and Credit Card Reconciliations

  • Monthly Financial Statements (Profit & Loss, Balance Sheet)

  • A/P and A/R Management (Standard & Premium Tiers)

  • QuickBooks Setup & Support

  • Sales Tax Tracking (optional add-on)

  • Budgeting, Cash Flow Monitoring, KPI Dashboards (Premium Tier)

  • Quarterly Strategy Calls (Premium Tier)

Tiers

Tier 1: Essential Blueprint: “Your financial foundation starts here.”

We keep your books clean and current so tax time isn’t a scramble.

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Best for: Startups, sole proprietors, or businesses needing basic monthly bookkeeping up to 100 transactions per month

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Includes:

  • Recording income & expenses – Categorizing transactions

  • Monthly bank and credit card reconciliations (2 accounts)

  • Review of bank rules & vendor cleanup

  • Basic financial reports (P&L, Balance Sheet)

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💵 Pricing:

  • Monthly services starting at: $350

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Tier 2: Standard Framework: “Where structure meets strategy.”

Everything in Essential, plus a real month‑end close and a brief overview so you know what changed and why.

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Best for: Growing businesses over $250k in revenue up to 500 transactions per month.

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Includes:

  • Everything in Tier1, plus:

  • 3-5 monthly bank and credit card account reconciliations

  • True month-end close to include adjusting entries for depreciation, accruals, etc.)

  • Financial statement preparation to include Cash Flow and Owners Equity (non-audited)

  • Payroll posting from provider reports

  • Optional 1 state sales tax filing

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💵 Pricing:

  • Monthly services starting at: $700

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Tier 3: Advanced Structure +: “Big picture. Detailed execution.”

Fractional controller support—bill pay/AR, cash‑flow forecasting, KPIs, and monthly leadership reviews.

 

Best for: $1M+ revenue, 500 transactions per month, 6+ accounts, multi‑entity/classes, inventory/projects

 

Includes:

  • Everything in Tier 2, plus:

  • Monthly KPI reports and dashboard

  • Budgeting and forecasting

  • Cash flow analysis

  • Tax strategy consulting

  • Quarterly planning calls with CPA

  • Guidance on financial decisions (e.g., financing, investments, cost control)

 

💵 Pricing:

  • Monthly Monthly services starting at: $1,500

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Notes: Pricing varies by transaction volume, number of accounts, sales tax jurisdictions, and complexity. Software/app fees billed separately unless explicitly bundled. Financials prepared for management use only—no assurance is provided (AR‑C 70). A one time Set-Up or Onboarding Fee covers cleanup and system setup; final scope confirmed after first 90 days.

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