✅ Full monthly reconciliation of all included accounts

✅ Monthly Profit & Loss Statement — every month, without exception

✅ Monthly Balance Sheet — your complete financial snapshot

✅ Plain-English monthly summary written in language you can understand

✅ All reports delivered to your inbox by the 15th of the following month

✅ Professional CPA-ready financial records — year-end is never a scramble

Starter — $250/month

Perfect for startups, solopreneurs, and simple operations

☑ Up to 75 transactions per month

☑ Up to 2 bank or credit card accounts reconciled

☑ Monthly Profit & Loss Statement

☑ Monthly Balance Sheet

☑ Plain-English financial summary

☑ Full bank reconciliation

☑ Year-end bookkeeping summary

☑ Email support — responses within 1 business day

Get Started with Starter

Growth — $450/month

Built for growing businesses that need more than the basics

☑ Up to 150 transactions per month

☑ Up to 4 bank or credit card accounts reconciled

☑ All Starter package deliverables

☑ Monthly Cash Flow Statement

☑ Accounts Receivable (A/R) tracking — who owes you money

☑ Accounts Payable (A/P) tracking — what you owe vendors

☑ Quarterly 30-minute strategy call with Donald

☑ Priority email AND phone support

☑ Year-end CPA handoff package

☑ 1099 preparation included for up to 5 contractors

This Is the One — Get Started

Premium — $750/month

Comprehensive bookkeeping for established businesses with complex needs

☑ Up to 300 transactions per month

☑ Up to 6 bank or credit card accounts reconciled

☑ All Growth package deliverables

☑ Job costing and project profitability tracking

☑ Monthly 30-minute strategy call with Donald

☑ Full audit support

☑ Complete year-end CPA handoff package

☑ 1099 preparation for up to 15 contractors

☑ Same business day priority response

Let’s Talk Premium