Bookkeeping services designed for clarity and connection

Foundation Bookkeeping

Starting at $350/month

Best for:
Small businesses seeking clean, reliable books with minimal complexity.
  • Up to 3 bank or credit card accounts
  • Up to 100 monthly transactions
  • Monthly Bookkeeping and bank reconciliations
  • Monthly profit & Loss and balance sheet
  • Responsive email communication
  • Secure client portal
  • Tax-ready books at year end
⭐ Most Popular

Growth Bookkeeping

$650/month

Best for:
Growing businesses that want deeper clarity and ongoing support.
  • Up to 6 bank or credit card accounts
  • Up to 300 monthly transactions
  • Everything included in Foundation
  • Enhanced monthly review for accuracy and consistency
  • Quarterly or bi-annual financial review check-ins
  • Priority email communication

Concierge Bookkeeping

Starting at $950/month

Best for:
Business owners who want a high-touch, boutique bookkeeping experience.
  • Up to 10 bank or credit card accounts
  • Up to 500 monthly transactions
  • Everything included in Growth
  • Monthly financial review call
  • Cash flow and profitability discussions in plain language
  • Owner-focused financial guidance
  • Add-on services coordinated as needed

*Packages are designed around typical activity levels. Businesses with higher volume or complexity are quoted separately.

Integrated Bookkeeping & Tax Support

For clients who prefer a fully supported experience, tax preparation services may be added to any bookkeeping package.

This creates continuity between your books and your tax return, making tax season seamless and predictable.

Tax services are scoped and priced separately based on your specific return.

A person working at a desk with a laptop, documents, and a smartphone, using a calculator with a piggy bank icon displayed on it. Overlaid are digital icons and text related to payroll, money, charts, and human resources, including a green plant, an alarm clock, a coffee cup, and office supplies.

Additional Services (Available as Needed)

As business activity evolves, additional services may be needed beyond routine bookkeeping. All add-on services are reviewed, scoped, and quoted in advance to ensure clarity,transparency, and alignment.

✦ Payroll Support 

Support with payroll setup, review, and ongoing coordination.

✦ 1099 preparation

Annual review, preparation, and filing for contractors and vendors.

✦ Additional accounts or activity

Available if your business exceeds the scope of your current package.

✦ Sales tax filing 

Preparation and filing of Florida sales tax returns. Other states supported as needed.

✦ Cleanup & catch-up bookkeeping

One-time services for prior periods or books that need attention.

✦ Special projects & custom reporting

Custom financial reports or one-time accounting projects as requested.

*Add-on services are customized and quoted separately, so you always know what to expect.

Our Promise

Financial clarity. Personal connection.
No matter which package you choose, you’ll receive accurate financials, clear communication, and a partnership built on care and trust.

Pricing FAQ

  • Our pricing is designed to grow with your business. Each package is built around a typical level of monthly activity, including connected accounts and transaction volume. If your business grows beyond the scope of your current plan, we’ll review options together and adjust thoughtfully — with clear communication and no surprises.

  • No. Transparency matters here. Any additional services or changes in scope are discussed in advance, so you always know what to expect.

  • A QuickBooks Online subscription is required and billed separately. For convenience, it can be provided through our wholesale billing program if you prefer. The subscription remains in your name, and I’m happy to help you choose the right plan and handle setup as needed.

  • That’s completely okay. We’ll talk through your business, your current activity, and what level of support feels right. If something changes over time, we’ll adjust together — this is a partnership, not a one-size-fits-all arrangement.