Peace of Mind

Best for:
Solopreneurs with simple finances who want accurate books and peace of mind.

 

Monthly Investment: $100–$500

 

Includes:

• Account reconciliation (up to 2 accounts)

• Monthly Profit & Loss statement

• End of Year Tax Ready Profit & Loss Statement

• Quarterly review meeting (30–45 min)

• Email support for bookkeeping questions (response within 1-3 business days)

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Convenience

Best for:
Growing solopreneurs who want hands-off bookkeeping and regular insights.

 

Monthly Investment: $150–$850

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Includes:

• Transaction categorization (up to 150 transactions)

• Account reconciliation (up to 4 accounts)

• Monthly Profit & Loss statement

• End of Year Tax Ready Profit & Loss Statement

• 1 custom report (cash flow, income by client, expense breakdown, etc.)

• Monthly review meeting (30–60 min)

• Email support for bookkeeping questions (response within 1-2 business days)

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Freedom

Best for:
Established solopreneurs who want proactive support and minimal admin work.

 

Monthly Investment: $200–$1,250+

 

Includes:

• Receipt management

• Transaction categorization

• Account reconciliation (5+ accounts)

• Monthly Profit & Loss statement

• Tax Ready Profit & Loss Statement

• 2 custom reports (cash flow, income by client, expense breakdown, etc.)

• 2 monthly review meetings or check-ins (30-60 min)

• Priority email support (response within 1-2 business days)

• Light administrative support

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Add Ons

• Bookkeeping Software (QuickBooks Online, Wave)

• New Business Bookkeeping Software Setup + Onboarding $100+ (waived with a minimum 3 month engagement)

• Existing Business Bookkeeping Software Setup + Onboarding $200+ (waived with a minimum 3 month engagement)

• Catch Up/Yearly Bookkeeping

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Not Available

• Bookkeeping Diagnostic Review

• Bookkeeping Cleanup

• Payroll

• Accounts Payable

• Accounts Receivable

• Inventory

• Job Costing

• Tax Filings

• Audit Representation

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