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The Platinum Entrepreneur Package

Who it's for: High-earning entrepreneurs who need oversight, reporting, and strategy — not just bookkeeping.


SERVICES: 

🔸 Tracking for 3 banking or credit card accounts (151–300 transactions)

🔸 Monthly transaction categorization 

🔸 Bank and credit card reconciliations 

🔸 Monthly Profit & Loss statement 

🔸 Monthly Balance Sheet 

🔸 Expense and income accuracy review 

🔸 Monthly cash flow summary 

🔸 Monthly Bookkeeping Meetings 

🔸 Year-end ready books for tax preparation 

🔸 Bookkeeping adjustments and accuracy corrections


Perfect for: Businesses generating $15k–$20k monthly ready to move from DIY to strategic financial oversight — starting at $1,200/month


➕ Additional accounts available at $50/month each 

➕ Payroll available at additional cost

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