Services

Smart Financial Management

For Small Businesses

750K+

Happy Customers

Tier 1: Essential Bookkeeping

Perfect for: Solopreneurs, freelancers, or new business owners with a low volume of transactions who need clean books and simple reports to stay organized and tax-ready.

  • Monthly transaction categorization

  • Bank and credit card reconciliations

  • Profit & Loss and Balance Sheet reports

  • Up to 2 bank/credit card accounts

Starting at $450/month

Tier 2: Standard Bookkeeping

Perfect for: Growing businesses or LLCs managing multiple income/expense streams, needing more financial clarity, help with invoicing and bills, and quarterly tax support.

  • Everything in Tier 1

  • Accounts receivable and payable tracking

  • Monthly financial review

  • Up to 4 bank/credit card accounts

  • Quarterly tax advisory check-ins

Starting at $750/month

Tier 3: Premium Bookkeeping

Perfect for: Established businesses, nonprofits, or high-earning entrepreneurs who need strategic insight, custom financial reports, and one-on-one support to scale sustainably.

  • Everything in Tier 1 & 2

  • Customized reporting (grants, board, or internal use)

  • Monthly KPI tracking (customizable)

  • Dedicated monthly strategy session

Starting at $1000/month

Add-On Services

Available with Any Tier

  • Catch-Up/Clean-Up Bookkeeping

  • QuickBooks Setup & Training

  • Custom Chart of Accounts Setup

  • Payroll Processing

  • 1099 Preparation & Filing

  • Tax Filing Support & Strategy Sessions

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