We offer a wide range of packages that can be detailed to your business’ specific wants and needs. Generally, the following is a list of the three most common packages:


$ 500
  • Hubdoc subscription
  • Unlimited Communication
  • Monthly Recordkeeping
  • Monthly Financials: Balance Sheet, Income Statement, YTD Income Statement
  • 5 Minute Loom Video

Package 2

$ 750
  • Everything in Package 1 PLUS
  • Bi-Weekly Recordkeeping
  • Annual Recap & Budget Planning
  • Sales Tax Filing
  • Monthly Meeting via Zoom or Phone for In-Depth walkthrough of financials
Most Popular

Package 3

$ 1,100
  • Everything in Package 2 PLUS
  • Profit Consulting
  • Annual Budget (Profit Plan)
  • Monthly Budget – To – Actual Reports
  • Cash Flow Reporting

Questions about a Custom Quote? Please Email the following information to us and we will tailor it specifically to your needs.

All monthly financials are sent with a 5 minute Loom video going over your financials in detail for you to view at your convenience.

Auditor or internal revenue service staff, Business women checking annual financial statements

Services Offered

  • Book Clean Up
  • Monthly Financials o Reconciliation of all bank, credit card, Balance Sheet and Income Statement accounts
  • Payroll Services
  • Sales Tax Filings
  • Business Budgeting and Forecasting
  • Consulting
  • Financial Planning
  • Inventory
  • QB Setup
  • QB Consulting
  • Cash Flow
  • KPI