Bookkeeping, CFO & QuickBooks Coaching Services

Bookkeeping - Game-Changer Package

$300

300

Every month

For solo entrepreneurs growing fast and ready to stay on top of income & expenses.

Categorization & reconciliation of up to 2 accounts (bank, credit card, or third-party accounts)

Valid until canceled

HIGHLIGHTS:

◆ Monthly financial reports

(Profit & Loss, Balance Sheet)

◆ Quarterly review + portal access

◆ Quarter-End Zoom check-ins

🟨 Stop guessing your income.

Start building a foundation that supports growth.

ADD ON'S:

◆ Payroll: $150/month for up to 3 employees

◆ Additional Accounts: $75/month for each additional

◆ Tax Preparation:

LLCs: $550

S-Corps: $1,100

C-Corps: Consultation required

Bookkeeping - Silver Package

$600

600

Every month

Perfect for service-based businesses with regular revenue and more complex tracking.

Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts)

Valid until canceled

HIGHLIGHTS:

◆ Performance-driven financial reports

◆ Budget tracking + cash flow assistance

◆ Quarterly reviews + strategic guidance

◆ Portal Support

◆ Quarter & Year End Zoom Meetings

🟨 Built for consistent businesses earning 5-figures who

want clean, tax-ready books.

ADD-ON'S

◆ Payroll: $150/month for up to 3 employees

◆ Additional Accounts: $75/month for each additional

◆ Tax Preparation:

LLCs: $550

S-Corps: $1,100

C-Corps: Consultation required

Bookkeeping - Gold Package

$850

850

Every month

Designed for CEOs who need deeper insights, client profitability, and financial accuracy.

Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts)

Valid until canceled

HIGHLIGHTS:

◆ Detailed financial reports with insights

◆ Budget creation and variance tracking

◆ Accounts payable and receivable tracking

◆ Monthly financial reviews & portal support

◆ Month & Year End Zoom Meetings check ins

🟨 Your business is thriving —

Your financial system should match that level.

ADD-ON'S

◆ Payroll: $150/month for up to 3 employees

◆ Additional Accounts: $75/month for each additional