BOOKKEEPING SERVICES
Essentials
$400/ Month
Best for new and small businesses that need simplified bookkeeping at a budget-friendly rate.
What's Included
Monthly Income & Expense Categorization
Monthly Bank Reconciliations
Monthly Financial Statements sent directly to your inbox by the 15th
1:1 Email Support
*Please note this service is only available for sole proprietors or Single-Member LLC with under 50 monthly transactions
Signature
$500/month
Designed for growing and established businesses seeking clarity and confidence in their financials, providing you the insights you need to strategically scale and achieve your goals
What's Included
Everything in our Essentials Package plus...
Payroll Management for S-Corps
Annual Complimentary Call & 40% off additional calls
Annual 1099-NEC Prep
Quarterly
$650/quarter or $215/monthly
Ideal if you have not taken your small business full-time and are in the early growth stages but are still looking for someone to handle the financial side of your business.
What's Included:
Quarterly Income & Expense Categorization
Quarterly Bank Reconcilation
Quarterly Financial Statements
1:1 email support
*Please note this service is only available for sole proprietors or Single-Member LLC with under 35 monthly transactions
Elevated
$850/month
Designed for service provider making $250k+/year who are ready to step into their role as CFO of their business.
What's Included
Everything in our Elevated Package plus...
Quarterly consultation call with Delaney to strategize and discuss anything bookkeeping or tax-related
Annual Tax Planning/Strategy Meeting
Annual Reasonable Compensation Study to ensure compliance for S-Corp owner payroll
Quarterly Tax Estimates based on Current Year Earnings
Add Ons
Payroll Processing
Sales Tax Return Filing
1099 Filings
Accounts Payable
Accounts Receivable
NOT READY FOR
COMMITMENT?
Grab our DIY financial spreadsheet. Take charge of your finances effortlessly with our all-in-one tax and bookkeeping solution.
Let’s be Friends
