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Daily, Weekly, or Monthly bookkeeping
Depending on your budget and financial goals—whether for your business or personal finances—we can manage your books on a daily, weekly, or monthly basis.
We will work with you on a plan that suits your business needs. Services can always be adjusted as your business grows or downsizes. You can choose one of our bookkeeping services or it can be all inclusive so you can focus on business while we handle the back office.
- Business Bookkeeping Packages 📊
✨ The Essentials –
Peace of mind for businesses that need accurate, consistent bookkeeping.
Includes:
✔ Transaction Review & Categorization
✔ Bank & Credit Card Reconciliations
✔ Monthly Financial Statements (P&L + Balance Sheet)
✔ Organized Digital File Storage
✔ Standard Email Support
✔ Monthly Review Meeting
Restrictions apply. Additional fees may apply for accounts or transactions exceeding package limits.
🔮 The Clarity –
Gain deeper insight and support to help your business grow with confidence.
Includes everything in Essentials, plus:
✔ Customized Financial Reports & Insights
✔ Accounts Payable / Receivable Tracking
✔ Quarterly Check-In Meetings
Restrictions apply. Additional fees may apply for accounts or transactions exceeding package limits.
💎 The Luxe –
The all-inclusive VIP package for businesses ready to scale without financial stress.
Includes everything in Clarity, plus:
✔ Payroll Management
✔ Sales Tax Filings
✔ Proactive Advisory & Forecasting
Restrictions apply. Additional fees may apply for accounts or transactions exceeding package limits.
- Personal & Family Bookkeeping Packages 🌸
🧘Serenity –
Perfect for individuals or families who want simple oversight and support with everyday finances.
Includes:
✔ Bill pay setup & management for recurring monthly bills (utilities, rent/mortgage, insurance, etc.)
✔ Expense tracking & categorization (groceries, dining, utilities, clothing, pets, etc.)
✔ Monthly financial summary (spending by category, budget vs. actual)
Restrictions apply. Additional fees may apply for accounts or transactions exceeding package limits.
⚖️Balanced –
Ideal for families who want peace of mind with proactive monitoring and budget support.
Includes everything in Serenity, plus:
✔ Hands-on processing of incoming bills (not just recurring)
✔Monitoring of bank accounts & credit cards for fraudulent activity
✔Quarterly check-ins for budget planning & financial habits
✔ Cash flow tracking and insights (monthly net in/out)
Restrictions apply. Additional fees may apply for accounts or transactions exceeding package limits.
🏛️Premium “Family CFO” –
For busy professionals or families who want full-service financial organization and oversight.
Includes everything in Balanced, plus:
✔ Personalized budget planning for family & kids’ expenses; Ongoing budget adjustments
✔ Liaison with financial advisors, CPAs, or estate planners (as needed)
✔ Priority response and on-call support for urgent bill/financial issues
✔ Annual household financial review (spending trends, savings opportunities)
Restrictions apply. Additional fees may apply for accounts or transactions exceeding package limits.
- À la carte add on options available for business packages