NEXT-LEVEL BOOKKEEPING FOR SMALL BUSINESSES & ENTREPRENEURS
OVERVIEW OF OUR BOOKKEEPING SERVICES
Our tiered bookkeeping services are tailored to meet the diverse needs of your business, offering flexible options that provide comprehensive support at every level of your financial journey.
Tier 1: Essential Bookkeeping
For: Solopreneurs and very small businesses needing basic financial organization.
Services:
Monthly transaction categorization
Basic income and expense tracking
Simple monthly financial summary (profit & loss)
Tier 2: Growth Bookkeeping
For: Small businesses ready for regular insights and growth support.
Services:
Everything in Essential Bookkeeping, plus:
Monthly financial statements (profit & loss, balance sheet)
Quarterly check-ins for financial review and planning
Accounts receivable/payable tracking (basic)
Tier 3: Professional Bookkeeping
For: Established businesses needing ongoing support and strategic insights.
Services:
Everything in Growth Bookkeeping, plus:
Monthly bank and credit card reconciliations
Monthly financial analysis and recommendations
Quarterly consultation calls for growth planning
Year-end financial summary for tax preparation
Tier 4: Comprehensive Financial Partner
For: Businesses that want full-service bookkeeping with customized support.
Services:
Everything in Professional Bookkeeping, plus:
Advanced financial reporting and custom metrics tracking
Cash flow monitoring and KPI analysis
Monthly strategy sessions focused on growth and optimization
Detailed tax-ready reports for smooth CPA handoff during tax season
Priority response for support inquiries
Additional Support:
Have unique financial needs or looking for guidance on areas beyond our listed services? We’re here to provide clarity and explore how we can best support your goals. Reach out to us at [email protected], and let’s work together to strengthen your financial foundation.
Disclaimer:
For specialized tax, legal, or regulatory guidance, we recommend consulting with a licensed professional in those fields. Our services are dedicated to bookkeeping and financial management, empowering you with clear, actionable insights for your business.
