Starter Package

Up to ~50 transactions/month
• 1 bank + 1 credit card
• Monthly reconciliation
• P&L and Balance Sheet
• Email support

Growth Package 
• 50–150 transactions
• Multiple accounts
• AR/AP tracking
• Payroll journal entries
• Monthly financials + brief review

Established Package
• 150–300 transactions
• Sales tax tracking
• Multiple employees
• Monthly reporting + call

Catch-up work often billed at 1.5× hourly rate

Add-On Services (Priced Separately)
• Catch-up / Cleanup bookkeeping:

The following are add-ons
• Payroll processing: • Sales tax filing:• 1099 preparation: • Budgeting & forecasting: Custom quote• Advisory / CFO services:

Starter Package

Up to ~50 transactions/month
• 1 bank + 1 credit card
• Monthly reconciliation
• P&L and Balance Sheet
• Email support
Growth Package 
• 50–150 transactions
• Multiple accounts
• AR/AP tracking
• Payroll journal entries
• Monthly financials + brief review
Established Package
• 150–300 transactions
• Sales tax tracking
• Multiple employees
• Monthly reporting + call
Catch-up work often billed at 1.5× hourly rate

Add-On Services (Priced Separately)
• Catch-up / Cleanup bookkeeping:

The following are add-ons
• Payroll processing: 
• Sales tax filing:
• 1099 preparation: 
• Budgeting & forecasting: Custom quote
• Advisory / CFO services:

Financial Planning & Consulting Services• Monthly financial review and analysis
• Cash flow monitoring and forecasting (as outlined in your bundle)
• Budgeting and performance tracking (if applicable)
• KPI monitoring and financial insights
• Strategy and planning calls per bundle level
Businesses Under $250K Revenue

To help business owners:
• Understand their numbers (not just receive reports)
• Plan cash flow and growth confidently
• Make informed decisions about pricing, hiring, and expenses
• Avoid cash crunches and financial surprises

FOUNDATION PLANNING — “Clarity”
Best for: Business owners who want guidance but are early-stage
Includes:
• Monthly financial review (P&L & Balance Sheet)
• Cash flow overview and risk identification
• Expense review with cost-saving recommendations
• Pricing & profitability review (high-level)
• Simple monthly action plan
• Email support (financial questions only)

ADVANCED CONSULTING — “Optimize & Scale”

Includes:

• Full financial oversight and strategic planning
• Rolling 12-month cash flow forecast
• Scenario planning (best/worst case)
• Profit improvement plan
• Hiring, compensation & contractor strategy
• Debt & financing guidance
• Quarterly goal-setting and planning
• Ongoing KPI monitoring
• Priority access & support
• Sales tax tracking
• Multiple employees
• Monthly reporting + call

Add-On Services (Priced Separately)

• One-time financial health assessment: 
• Business plan & financial projections: 
• Pricing strategy deep dive
• Cash flow crisis support

• Lender/investor-ready financials: Custom

Not Included: Priced Separately)

• Legal services
• Tax preparation or filings
• Bookkeeping (can be bundled separately)

Financial Planning

Tax Preparation