📘 Track It
Starting at $300/month
For the business owner who just wants the books handled.
The essentials—simple, accurate, and stress-free bookkeeping that keeps everything organized and tax-ready.
Includes:
Monthly transaction categorization
Bank and credit card reconciliations
Basic financial reports (P&L, balance sheet)
Email support
Up to 3 bank/credit card accounts
Annual strategy call
🌿 Grow It
Starting at $500/month
For the business that's growing and ready for better insight.
All the basics—plus reporting, support, and tools to help you make smarter business decisions as you scale.
Includes everything in Track It, plus:
Fixed asset & depreciation management
Payroll management
Sales tax tracking or filing (if needed)
Light AP/AR tracking
Profit First support, advice, and management
Up to 5 bank/credit card accounts
Quarterly strategy call
💡 Flexible & Custom Options
Not quite seeing your perfect fit? If you're interested in a service from a higher tier (like forecasting or strategy sessions) but don’t need the full package, I offer custom quotes to build a solution that works just for you.
🛠️ One-Time Setup or Cleanup Fee
Before we begin monthly bookkeeping, we may need to:
Set up your QuickBooks file
Catch up or clean up prior transactions
Get your books into tip-top shape
This is a one-time fee (quoted individually) based on the condition of your current books—and it sets the foundation for stress-free, accurate bookkeeping going forward.
📝 Ready to Get Started?
Let’s make your numbers work for you—not against you.
📆 Book a free discovery call or 📩 Contact me to get started!
👑 Own It
Starting at $800/month
For the CEO ready to make data-driven moves.
This is your CFO-level support—high-touch, strategic, and proactive financial partnership that grows with you.
Includes everything in Grow It, plus:
Inventory Management
Tax strategy guidance
Custom financial dashboards or KPIs
Budgeting and forecasting
Cash flow management
6+ bank/credit card accounts
Monthly strategy call