💡 All services are customizable. Book a free consultation to find the right fit for your business.

How we may help you:

General bookkeeping - we record the financial transactions of your company and takes care of day-to-day functions such as recording sales and invoices and paying bills.

Accounting practices consultingwe offering expert advice and services to help businesses improve their financial processes, enhance internal controls, and optimize financial reporting, ultimately leading to better financial performance and decision-making. 

Accountant services - involves tasks such as bookkeeping, preparing financial statements, managing accounts payable and receivable, and ensuring compliance with financial regulations.

Management accounting - we prepare budgets and evaluate performance. Managerial accounting is primarily used for internal purposes.

Taxes - sales tax, personal and corporate taxes.

Business consulting - we support you through the challenges of starting and running a business (registration of LLC, corp, obtaining EIN, etc). 

Service Pricing Depends on the Volume of Transactions — Here's Why

Every business is unique. Some entrepreneurs have just 5–10 transactions per month, while others manage dozens of payments daily, multiple accounts, employees, and various income sources. That’s why a flat rate for everyone doesn’t reflect the true complexity or workload.

What affects the price:

  • Number of bank accounts and credit cards

  • Monthly transaction volume (income, expenses, transfers)

  • Systems used (POS, CRM, e-commerce platforms)

  • Need for financial reporting, communication with a CPA, etc.

Why this is fair:
This approach ensures that small businesses aren’t overcharged, while businesses with higher volumes receive a price that reflects the actual work involved. You only pay for the level of service your business needs — no hidden fees, no overpayments.

I always start with a free consultation to review your situation and provide a clear, personalized quote based on your business needs.

🟢 Starter Package

Perfect for freelancers, new LLCs, and solopreneurs who need structure and clarity

Includes:

  • LLC or Corporation registration + EIN (1 state)

  • Basic QuickBooks setup and chart of accounts

  • Monthly bookkeeping (up to 100 transactions)

  • 1 Bank and 1 credit card reconciliations

  • Income & expense tracking

  • Monthly profit/loss report

  • 1099 contractor tracking and W-9 support

  • Email support

💰 Starting at: $500/month

🟡 Growth Package

Ideal for small businesses with consistent income and growing complexity

Everything in Starter, plus:

  • Bookkeeping for multiple accounts (up to 300 transactions/month)

  • Invoice and billing management

  • Cash flow overview and basic budgeting

  • Sales & Use Tax filing (1 state)

  • Payroll integration

  • Quarterly performance review

  • Email + chat support

💰 Starting at: $1,200/month

⚡️ Add-On or One-Time Services

These can be added to any package or booked separately:

"Where's My Money?" Mini-Audit (2 months) $89–$350

Catch-up Bookkeeping (per month) $300–$800

Business Restructure (LLC to S-Corp, etc.) $250

Financial System Setup (Notion or Airtable) $450–$950

1099 Filing $30

Custom Financial SOPs $400+

🔵CFO Package

For established businesses ready to scale, optimize profit, and grow strategically

Everything in Growth, plus:

  • Custom cash flow forecasting and budget planning

  • KPI dashboards and business metrics

  • Monthly financial strategy calls

  • Profit margin analysis & service profitability

  • Expense reduction plan

  • Financial system in Notion or Airtable

  • Delegation & team management templates

  • Audit prep & compliance review

  • WhatsApp / direct access

💰 Starting at: $3,000/month
📍 Strategy & onboarding session included

Contact us

💡 All services are customizable. Book a free consultation to find the right fit for your business.

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