📋 Onboarding Overview

During your free consultation, we’ll:

1. Learn more about your business and bookkeeping needs.

2. Review your current financial setup and challenges.

3. Discuss which of our 4 service tiers best fits your goals and budget.

4. Walk through what onboarding looks like if you decide to move forward.

5. Answer any questions you may have.

🔹 Our 4 Bookkeeping Service Tiers

1. Quarterly Bookkeeping Service — $750/Quarter

For businesses that don’t need monthly reporting but still want professional oversight.
➡ Quarterly reconciliations, categorized transactions, financial reports (P&L, Balance Sheet, Cash Flow), and cleanup for accurate tax-ready books.

2. Starter Bookkeeping Service — $399/Month

For solopreneurs and small businesses who need the essentials.
➡ Monthly transaction recording, reconciliations, AP/AR tracking, financial statements, and email support.

3. Developing Bookkeeping Service — $795/Month

For growing businesses with higher transaction volumes and expanding needs.
➡ All Starter services + detailed AP/AR management, monthly financial reviews, and priority response times.

4. Comprehensive Bookkeeping Service — $1,995/Month

For established businesses that want full-service bookkeeping and advisory.
➡ All previous services + unlimited transactions, KPI dashboards, priority support, and cost savings compared to in-house staff.

Schedule Your Free Onboarding Appointment Here