Bookkeeping Pricing
Strategic Bookkeeping Support Designed to Grow With You
You didn’t build a business to operate in the dark, guess your numbers, or clean things up at tax time.
Your financials should be clear, organized, and working for you (not against you).
This is where structure meets strategy and where your next level begins.
We don’t just track your numbers.
We help you understand them, use them, and grow from them.
TIER 1: CLEAN SLATE
For business owners who need their books cleaned up and under control
Monthly: $500-$1000
Your numbers are messy, behind, or inconsistent and it’s costing you clarity (and likely money).
We come in, clean it up, and give you a reliable financial baseline.
What’s Included:
Monthly bookkeeping (categorization + reconciliation)
Monthly financial reports (P&L, Balance Sheet)
Basic error corrections
Year-end cleanup for tax readiness
What You Walk Away With:
Accurate, up-to-date books
Clean records ready for tax filing
Visibility into your income and expenses
Best for: Business owners who just need clean, reliable books
→ Sign up: Tier 1: Clean Slate
TIER 2: CLARITY MODE
Monthly: $1,000 - $2,000
For business owners who want to understand their numbers…not just track them
You don’t just want reports—you want to actually know what they mean.
This tier bridges the gap between bookkeeping and strategy.
What’s Included:
Everything in Clean Slate
Monthly financial review summary (plain-English insights)
Quarterly bookkeeping check-in call
Ongoing support for questions
Tax strategy suggestions
What You Walk Away With:
Real understanding of your numbers
Insights into spending, profit, and patterns
Better day-to-day financial decisions
Best for: Growing businesses that want visibility + guidance
→ Sign up: Tier 2: Clarity Mode
TIER 3: PROFIT BUILDER
For business owners focused on increasing profit and controlling cash flow
Monthly: $2,000-$4,000
At this level, your books become a tool and not just a report.
We actively monitor performance and help you improve it.
What’s Included:
Everything in Clarity Mode
Monthly financial review call
Cash flow tracking + optimization
Profitability analysis (what’s working vs. not)
Coordination with your tax strategy (if you are a tax strategy client)
What You Walk Away With:
Increased profitability
Stronger cash flow management
Alignment between books and tax planning
Best for: Multi-6 figure businesses scaling fast
→ Sign up: Tier 3: Profit Builder
TIER 4: CFO SUPPORT (CONCIERGE)
For business owners who want high-level financial oversight and strategy
Monthly: $5,000+
This is where bookkeeping becomes financial leadership.
We don’t just track your numbers…we help you run your business through them.
What’s Included:
Everything in Profit Builder
Weekly or bi-weekly financial oversight
Advanced cash flow forecasting
Budgeting + financial planning
Direct collaboration with your tax strategy (seamless integration)
Priority access + decision support
What You Walk Away With:
Full financial clarity at all times
Strategic guidance for growth decisions
A true partner in your business finances
👉Best for: High-revenue businesses that need ongoing financial leadership
→ Sign up: Tier 4: CFO Support (Concierge)
Questions? Reach out!
Contact us today to learn more about how we can assist you in achieving your financial goals and maintaining compliance with tax regulations.