Build Your Own Plan
Every business has different bookkeeping needs. Instead of forcing you into a one-size-fits-all package, I let you create a plan that fits your business perfectly. Just answer three simple questions, and you’ll know exactly what level of service works best for you.
Step 1 - What’s the size of your business?
Every business runs differently. Begin by estimating your monthly transaction volume to see which of the four plan levels fits best. That way, your bookkeeping is tailored to your needs from day one.
Basic
(Starting at $125/month)
Designed for solo entrepreneurs or very small businesses with up to 25 monthly transactions, this plan covers the essentials to keep your books accurate, organized, and always up to date.
Standard
(Starting at $225/month)
Ideal for small businesses with 26–75 monthly transactions, this plan includes regular bookkeeping, financial reporting, and basic advisory support to help manage day-to-day finances efficiently.
Advanced
(Starting at $375/month)
Suited for growing small businesses with 76–150 monthly transactions, this plan offers comprehensive bookkeeping, detailed financial statements, and strategic insights to support informed decision-making.
Premium
(Starting at $550/month)
Designed for established small businesses with 150+ monthly transactions, this plan provides end-to-end financial management, advanced reporting, and proactive advisory to drive business growth.
Step 2 - How do you want your bookkeeping done?
Every business prefers a different bookkeeping style. Some choose or need a simple, streamlined process that focuses on categorizing and reconciling transactions, while others opt for a complete workflow that includes invoicing, bills, reporting, and compliance.
Essential Workflow
(Included by default)
Focused on simplicity, this option uses the Bank Feed Accounting Only method — recording and reconciling your bank and credit card transactions to keep your books accurate and your cash flow always up to date.
Complete Workflow
(Plus $250/month)
This option follows the Full Workflow method — a complete bookkeeping solution that covers everything from invoices and expenses to payroll, reporting, and compliance, giving you full visibility and control over your finances.
Step 3 - How often do you want it done?
Your bookkeeping frequency can be set to match your business needs. Choose monthly for regular, up-to-date insights, or go with quarterly or annual reviews if you only need periodic reporting and compliance support.
Monthly
(Included by default)
Get a clear picture of your finances every month. This option keeps your records current, helps you spot issues early, and provides timely insights so you can make informed decisions all year long.
Quarterly / Annual
(–20% discount)
Ideal if you don’t need frequent updates. This option keeps your books accurate and organized for tax filings and year-end reporting, ensuring full compliance when you need it most.
Which combination is right for you?
Contact me for a free discovery call. I’ll help you find the perfect fit based on your business size and needs.