Our packages are designed to fit the unique needs of your company
Our Promise
Our team takes the time to learn about your specific needs, ensuring that our services are perfectly tailored to your goals. We don’t believe in one-size-fits-all solutions—we offer customized support that aligns with your financial strategy.
All packages have unlimited communication so you don’t have a barrier to information about your financials.
We will reevaluate the time commitment and transaction level every 6 months of services.
Beginner Package
Starting at $500
Monthly Record Keeping (up to 4 accounts)
Bank Statement Reconciliation
Expense Categorization
Receipt Capture through Hubdoc
Monthly Financials Reports
Unlimited email support
Recorded video insights on your numbers, Quarterly
Standard Package
Starting at $850
Everything in The Beginner
Monthly Record Keeping (up to 7 accounts)
Recorded video insights on your numbers, Monthly
KPI build out during onboarding (within 6 months)
Advanced Package
Starting at $1,250
Everything in Beginner and Standard plus..
Monthly Record Keeping (up to 15 accounts)
Quarterly 30 minute accounting coaching call.
1 hour of budget creation yearly
A La Carte Services
KPI Build Out Starting $150
Review KPIs/Adjust $50
Financial Statement Review Meeting
25 Minute Call $85
45 Minute Call $150
Budget and Planning Call
45 minute $150
Bookkeeping Coaching Call
25 Minute Call $85
45 Minute Call $150
Sales Tax Filing for Texas Starting $200
Monthly Oversight of Personal Bookkeeping for $250