Pricing Designed for Growth
All packages are built to ensure your business remains lender-ready. Whether you need simple tax-ready books or high-level financial oversight, I provide the clean data necessary for clear decisions and future financing.
Core Bookkeeping
Best for tax compliance and clean records
Monthly
Starting at $500 / month
- Up to 50 monthly transactions
- Monthly reconciliations (bank + credit card)
- Accurate P&L and Balance Sheet delivery
Best for: Small service firms focused on tax compliance and clean records.
Growth & Bankability
Advisor tier for capital readiness
Monthly
Starting at $950 / month
Everything in Core, plus:
- Quarterly Bankability Audit: Reviewing key ratios (DSCR, debt-to-equity) through the lens of an underwriter.
- Liaison Support: Direct coordination with your banker or CPA for loan applications or year-end filing.
- Monthly Strategy Call: 30 minutes to discuss trends, cash flow, and capital readiness.
Best for: Businesses looking to scale, purchase equipment, or secure a line of credit.
Cleanup & Catch-Up Projects
Deep-dive cleanups to get you back on track
One-time
Custom quote | one-time investment
Behind on your books? I specialize in deep-dive cleanups to get your QBO back on track for tax season or a loan application. Most cleanups are completed in 2–4 weeks.
Pricing varies based on transaction volume, number of accounts, and complexity. Book a 15-minute intro call for a firm monthly quote tailored to your business.