Bookkeeping Packages Designed for Small Businesses

Every business needs accurate books—but not every business needs a full-time accountant. That’s where I come in. I provide flexible, affordable bookkeeping support tailored to small business needs. From monthly reconciliations to detailed financial reporting, I’ll help you keep your books clean and your CPA happy.

 
 

Service Tiers

Basic Package – Starting at $250/month

For sole proprietors & microbusinesses with simple finances.

  • Monthly bank & credit card reconciliations (up to 2 accounts)

  • Transaction categorization

  • Basic monthly reports (Profit & Loss, Balance Sheet)

  • Email support during business hours

Standard Package – Starting at $450/month

For growing businesses that need more hands-on support.

  • Reconciliation of up to 5 accounts

  • Accounts receivable & accounts payable tracking

  • Custom monthly reports & insights

  • Quarterly financial review call

  • Unlimited email + 1 monthly phone/Zoom consultation

Premium Package – Starting at $800/month

For established businesses wanting complete financial management.

  • Reconciliation of unlimited accounts

  • Budgeting & cash flow forecasting

  • Year-end CPA coordination & reporting

  • Priority support (responses within 4 business hours)

Add-Ons:

  • Diagnostic Review - a diagnostic review highlights errors, risks, and opportunities in your books, with a clear plan forward.

  • QuickBooks cleanup - One time service that organizes your books, fixes errors, and gets you back on track.

  • Sales tax filing

  • Historical data entry/back work

  • Custom financial dashboards

  • Payroll Processing

📌 Not sure which package fits your needs?
Let’s chat about your business and design a plan that works for you.