Services & Pricing

Bookkeeping plans built for retail & service businesses.

Every plan includes monthly reconciliation and clear reports. Choose based on how much support you want beyond the basics — and switch any time as you grow.

Essentials

Best for solo owners & small shops getting organized.

$300–$350 /mo
  • Monthly P&L, balance sheet & cash flow reports
  • Expense categorization with bank rules
  • Monthly bank & card reconciliation
  • Semi-annual check-ins (2x per year)
Choose Essentials
Enterprise

Full financial visibility for established businesses.

$450–$750 /mo
  • Everything in Professional
  • Monthly financial review meeting
  • Customized financial reports
  • Cash flow & profitability insights
  • Loan & liability tracking
  • Priority response time
  • Tax-ready books for your CPA
Choose Enterprise
Clean-Up

One-time project to get your books current.

$800–$2,000+ one-time
  • Reconcile past bank & credit card accounts
  • Review & correct categorized transactions
  • Organize outstanding bookkeeping
  • Update your books through the current period
  • Deliver accurate, CPA-ready financials
Start a clean-up
Referral credit: Send a business owner our way and get a $100 credit after their first invoice. Refer someone
How it works

From first call to reconciled books.

01

Free consult

We talk through your business, current bookkeeping situation, and which plan fits — no pressure, no jargon.

02

Setup & connect

We connect your bank and card accounts and set up categorization rules so nothing falls through the cracks.

03

Monthly reconciliation

Every transaction reviewed and matched. If anything looks off, you’ll hear from us before it becomes a problem.

04

Reports & check-ins

Clear reports delivered on schedule, plus regular check-ins so you always know where your business stands.

Not sure which plan fits?

Let’s figure it out together.

Book a free consult and I’ll recommend the right plan for where your business is today.

Book your free consult