Packages

Simple, Transparent Accounting & Bookkeeping Packages
We offer three comprehensive service plans designed to fit your business needs — from essential bookkeeping to full financial oversight.

These plans cover basic accounting and bookkeeping services. Taxes and other specialized services are priced separately.

Accounting & Bookkeeping Packages

Clarity Essentials

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Core compliance and foundational financial understanding.

Monthly Bank & Credit Card Reconciliations

Monthly Financial Statements (P&L, Balance Sheet)

Monthly Performance Review Meeting

Basic KPI Checklist

Basic Email Support

Ideal For: Small, straightforward businesses needing reliable bookkeeping and financial transparency.

Growth Catalyst

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Includes Everything in “Clarity Essentials,” Plus: Proactive financial management and strategic guidance.

Annual Budgeting Assistance

Enhanced Monthly KPI Reviews & Cash Flow Insights

Quarterly Financial Planning Check-in

Priority Email & Limited Call Support

Ideal For: Growing businesses looking to plan, forecast, and improve performance.

Strategic Partner

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Includes Everything in “Growth Catalyst,” Plus: Comprehensive financial leadership and
ongoing strategic advisory.

Ongoing Budgeting & Forecasting

In-depth Financial Analysis & Custom KPI Dashboards

Monthly Performance Review Meeting

Management Consulting & Advisory (pricing strategy, efficiency, profit optimization)

Fractional Accountant / CFO Support

Unlimited Email & Scheduled Calls

Communication Assistance (lenders, investors, auditors – within scope)

Ideal For: Businesses seeking a true financial partner and long-term strategy support.