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SERVICES
Choose Your Growth Path
Flexible service bundles designed to meet you where you are and scale as you grow
MOST POPULAR
Scale-Ready
Bookkeeping + Reporting + Forecasting
$600
Per Month
● Everything in Essentials, plus:
● KPI & profitability dashboards
● Monthly business metrics reporting
● Quarterly forecast updates
● Quarterly business review meetings
● Strategic insights & recommendations
● Investor prep checklist
PREMIUM
Investor-Ready
Full Financial Suite
$1,000+
Per Month
● Everything in Scale-Ready, plus:
● Annual/bi-annual business valuations
● Pitch deck financial slides (on demand)
● Business plan financials for grants/loans
● Board-ready monthly reports
● Due diligence support & data rooms
● Priority support & consultation
WHY US
Why Bookkeeping First?
Clean, accurate books are the foundation of every successful business decision
Foundation for Growth
You can't scale what you can't measure. Accurate bookkeeping provides the data foundation for all strategic decisions, forecasting, and planning.
Cash Flow Clarity
Know exactly where your money is going and coming from. Proper bookkeeping prevents cash flow surprises and helps you plan for the future.
Investor Confidence
Investors and lenders need clean books before they'll even consider your business. We ensure your financials tell a compelling, accurate story.
Tax Readiness
Avoid year-end scrambles and maximize deductions. Organized books throughout the year make tax time stress-free and cost-effective.
Frequently Asked Questions
Everything you need to know about our bookkeeping services
What bookkeeping software do you support?
We primarily work with QuickBooks Online and Xero, the two most popular cloud-based accounting platforms. We can help you choose the right one for your business and handle the complete setup and configuration.
Do you file taxes?
No, we don't file taxes, but we prepare your books to be tax-ready. We organize all your financial records and can coordinate directly with your CPA to ensure they have everything needed for efficient tax preparation.
How quickly can you get my books up to date?
Most clients are caught up within 2-4 weeks, depending on the volume of transactions and the condition of existing records. We'll provide a timeline after reviewing your specific situation.
Can I switch packages as my business grows?
Absolutely! Our packages are designed to scale with you. Many clients start with Essentials and upgrade to Scale-Ready or Investor-Ready as their needs evolve. We make transitions seamless.
What if I need help between monthly check-ins?
All clients have email access for questions, and we respond within 24 business hours. Higher-tier packages include priority support and additional consultation time for urgent matters.
Ready to Get Your Finances in Order?
Schedule your free financial health check and discover which package is right for your business.
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