Responsible. Meticulous. Honest.

Flexible Packages Built Around You.

Sample Packages

Not sure what you need? These sample packages show how we can work together.
(Each one is customizable based on your workflow, volume, and business goals.)

📘 Foundations Package

Best for: Solopreneurs and small business owners who want their books done right every month without stress or mess.

Includes:

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

  • Categorization of up to 100 transactions

  • Monthly financial reports
    (Profit & Loss + Balance Sheet)

  • Year-end CPA handoff package

  • Email support
    (48–72 hour response time)

Turnaround time:
Reports delivered by the 10th of the following month.

This package is ideal if you're looking for clean, timely, no-fuss bookkeeping handled entirely by a professional you can trust.

🧾 Operations Package

Best for: Small to midsize business owners who are growing steadily and need accurate books and proactive monthly insights without hiring a full-time admin or finance team.

Includes:

  • Monthly bank & credit card reconciliation
    (up to 4 accounts)

  • Categorization of up to 200 transactions

  • Monthly financial reports
    (Profit & Loss, Balance Sheet)

  • 30-minute monthly check-in call
    (optional)

  • Quarterly tax prep summary for your CPA

  • Priority email support
    (24–48 hour response time)

Turnaround time:
Reports delivered by the 10th of the following month.

This package is ideal for business owners who want reliable books, personalized check-ins, and consistent financial insight — all handled with care and precision.

💼 Executive Clarity Package

Best for: Established business owners who want total financial visibility, peace of mind, and strategic insight, all without lifting a finger.

Includes

  • Everything in the Operations Package, plus:

  • Monthly bank & credit card reconciliation
    (up to 6 accounts)

  • Categorization of up to 300 transactions

  • Custom cash flow reporting or KPI tracking

  • Monthly strategy call
    (up to 60 minutes)

  • Budget creation and forecasting

  • Slack, text, or same-day email support

  • CPA liaison or coordination as needed

Turnaround time:
Reports delivered by the 10th of the following month.
Strategy calls scheduled in advance.

“This package is ideal for business owners who want a financial partner, not just a bookkeeper. It’s designed for those ready to make confident, data-backed decisions without getting buried in the details.

Not sure which package is right for you?

Let’s figure it out together. No pressure, just clarity.
Book a free consultation,and I’ll walk you through what makes the most sense for your business—so you get the support you need and the best return on your investment.

Tailored support. Built around your business.

These are sample packages to help you explore what’s possible. Actual services and pricing are always customized to fit your business needs, size, and monthly transaction volume.
Looking for something affordable? I’ll help you find a cost-effective plan that delivers real clarity, without the stress.

📌 Behind on your books? Don’t worry — I help with that too.