Pricing & Services

Bookkeeping Services & Pricing

Our Services
We provide accurate, reliable, and stress-free bookkeeping solutions for small businesses. Whether you need full-service support or help with specific tasks, we tailor our services to fit your business needs.

Basic Bookkeeping Package
Price: Starting at $199/month
Perfect for: Small businesses with simple transactions.
Includes:

Monthly income & expense tracking
Bank & credit card reconciliation
Basic financial reports (Profit & Loss, Balance Sheet)
Email support
Goal: Keep your books organized and tax-ready.

Standard Bookkeeping Package
Price: Starting at $399/month
Perfect for: Growing businesses that need more detailed reporting.
Includes:

Everything in Basic Package
Accounts payable & receivable tracking
Payroll processing (up to 5 employees)
Monthly financial review call
Goal: Maintain accurate records and improve cash flow management.

Premium Bookkeeping Package
Price: Starting at $699/month
Perfect for: Businesses that want full-service support and strategic insights.
Includes:

Everything in Standard Package
Advanced financial reporting & analysis
Budgeting & forecasting assistance
Quarterly strategy sessions
Goal: Drive profitability and long-term growth.

Add-On Services

Year-End Tax Prep Support: $199
Custom Financial Reports: $99
QuickBooks Setup & Training: $149

Our Coaching Packages

We offer flexible options to meet you where you are on your financial journey. Each package includes personalized support, practical tools, and judgment-free guidance.

Starter Budget Package
Price: $149
Perfect for: Anyone who wants a clear, simple monthly budget.
Includes:

Full financial intake and review
Customized monthly budget
One 60-minute coaching session
30 days of messaging support
Goal: Build a realistic budget you can stick to.

Debt-Free Momentum Package
Price: $299
Perfect for: Clients ready to tackle debt head-on.
Includes:

Complete debt analysis
Personalized debt payoff plan (snowball or avalanche)
Two 60-minute coaching sessions
Bill calendar + savings plan
45 days of support
Goal: Create a clear path to becoming debt-free.

Monthly Coaching Membership
Price: $79/month
Perfect for: Ongoing accountability and adjustments.
Includes:

One monthly check-in session
Unlimited messaging support
Budget updates and progress tracking
Goal: Stay consistent and confident with your money.

VIP Full Transformation
Price: $599
Perfect for: A complete financial reset.
Includes:

6 weeks of intensive coaching
Full budget + debt plan
Weekly sessions
Accountability tools and templates
Goal: Build systems for lasting financial peace.

Add-On Services

Budget Review Session: $75
Debt Strategy Session: $99
Custom Templates Bundle: $49