Service Packages: Professional Bookkeeping Solutions

1. The Essential Foundation

Best for: Solopreneurs and new startups needing to stay organized.

• Monthly Bank & Credit Card Reconciliation (Up to 2 accounts)

• Expense Categorization for maximum tax deductions.

• Monthly Profit & Loss Statement so you know your "bottom line."

• Email Support for your basic QuickBooks questions.

• Year-End Financial Package ready for your tax preparer.

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2. The Growth Partner 

Best for: Scaling businesses that need more frequent oversight and compliance.

• Everything in the Essential Foundation, plus:

• Additional Accounts (Up to 5 bank/credit card/loan accounts).

• Accounts Payable & Receivable Management: I track who you owe and who owes you.

• Quarterly Strategy Review: A 30-minute call to discuss trends and profitability.

• Sales Tax Filing: I handle the state filings so you don’t have to.

• 1099 Filing for your contractors at year-end.

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3. The "Investor-Ready" Elite

Best for: Businesses seeking grants, funding, or preparing for high-level growth.

• Everything in the Growth Partner, plus:

• Weekly Bookkeeping Updates: Real-time data for fast decision-making.

• Budget vs. Actual Reporting: We track your spending against your goals.

• Class or Location Tracking: See which specific areas of your business are most profitable.

• Grant & Audit Readiness: Meticulous documentation to satisfy investors or lenders.

• Priority Support: Direct access for urgent financial inquiries.

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Fresh Start Clean Up Add On

Before we begin our monthly partnership, we ensure your books are 100% accurate and "Tax-Ready." If your QuickBooks hasn't been touched in a few months, this onboarding phase gets you back on track.

• Historical Reconciliation: We'll match every transaction from 6 months to a year back.

• Error Correction: Fixing duplicate entries and "Uncategorized" mysteries.

• Account Optimization: Cleaning up your Chart of Accounts so it actually makes sense for your business.

• The "Clean Point" Guarantee: We deliver a set of balanced books so your monthly service starts with a clear view of your profit.