Everything your business needs. Nothing it doesn't.
Three monthly retainer packages designed to grow with your business. Not sure which is right for you? Your Discovery Call will make it clear.
Essential
Clean, reliable books every month.
Transaction categorization
Accounts payable & receivable
Bank reconciliation
Monthly summary report
Everything in Essential, plus:
Profit & loss statements
Balance sheet reporting
Payroll processing
Quarterly financial review call
Professional
Everything in Professional, plus:
Budgeting & cash flow planning
Priority response time
Monthly strategy call with Jennifer
Executive
One Time Service
Behind on your books? Let's fix that.
Catch-up and cleanup bookkeeping is available as a one-time service for businesses that need to get current before starting a monthly package - or for anyone who just needs a fresh start. Every situation is different, so pricing is custom quoted based on your specific needs. We'll discuss it together on your Discovery Call.
Not sure which package is right for you?
That's exactly what your free Discovery Call is for. In 30 minutes you'll know exactly what your business needs and how we can help.