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Expert SMall Business Support

 "Tailored services that keep your books strong and your business growing."

📘 Ongoing Bookkeeping Packages

Options to best fit you and your business - where you are now:

📦 Starter Package

 

Starting at $XXX/month

Includes:

  • ✅ Up to 100 transactions/month
     
  • ✅ Monthly bank & credit card reconciliations
     
  • ✅ QuickBooks Online maintenance & categorization
     
  • ✅ Monthly Profit & Loss + Balance Sheet reports
     
  • ✅ Email support for basic questions

📦 Growth Package

 

Starting at $XXX/month

Includes everything in Starter, plus:

  • ✅ Up to 250 transactions/month
     
  • ✅ Cash Flow Statement + KPI snapshot
     
  • ✅ 1099 tracking & contractor categorization
     
  • ✅ Monthly check-in email summary
     
  • ✅ Quarterly strategy call (30 min)

📦 Full Ledger Package

 

Custom Pricing Based on Volume/Needs

Includes everything in Growth, plus:

  • ✅ Unlimited transaction support
     
  • ✅ Multiple bank/credit card accounts
     
  • ✅ Receipt capture support (via Hubdoc, QBO, or Drive)
     
  • ✅ Sales tax tracking (if applicable)
     
  • ✅ Monthly Zoom meeting (up to 60 minutes)
     
  • ✅ Priority email + chat support


🧾 One-Time Strategic Support & Cleanup Services

"Coming Soon!"

💬 Need Something Custom?

Not sure where you fit? I’ll build a package just for you — book a free call and let’s talk about your business.

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