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Services and Packages

Whether you need dependable bookkeeping, organized financial information, a more useful accounting process, or help getting a new business set up, our services are designed to help you stop guessing and move forward with confidence.

Schedule a Books & Business Review Call

Bookkeeping Basics

Get the Basics Under Control

Beginning at $300*

What's Included

  • Monthly bookkeeping
  • Account reconciliations
  • Basic financial reports
  • Quarterly review

A Good Fit If

  • You mainly want accurate books
  • Your transactions are relatively low


Organized Books

Stop Wondering Where the Money Went

Beginning at $500*

What's Included

  • Weekly transaction entry
  • Monthly financial statements
  • Basic KPI dashboard
  • Monthly review call

A Good Fit If

  • You want to stay on top of your numbers
  • Your business is growing
  • You want regular review conversations


Smarter Systems

Financial Information That Keeps Up With Your Business

Beginning at $850*


Some businesses need more than basic reports. Whether it's job costing, app integrations, department tracking, or customized reporting, Smarter Systems keeps up with greater activity and complexity.

What's Included

  • Everything in Organized Books
  • Higher transaction capacity
  • One accounting software integration
  • AR/AP month-end review
  • Weekly KPI updates
  • Monthly bookkeeping review call

A Good Fit If

  • Multiple systems affect your bookkeeping
  • Transaction volume has increased
  • You need more structure and visibility



Startup Filing & Registration Support

Get Started the Right Way

Beginning at $250*

For business owners who want help preparing & filing registration forms.

What's Included: 

  • Assistance gathering required information
  • Preparation of registration paperwork
  • Filing process organization

Examples May Include

  • EIN registration support
  • Florida Department of Revenue registration support
  • Sunbiz filing support
  • County business tax registration support

A Good Fit if:

  • You're starting a new business
  • The registration process feels overwhelming
  • You're unsure which forms need to be filed


Let's Talk About Your Business

Better Decisions Start With a Conversation.
Schedule a Books & Business Review Call

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