Business Packages

Service Description

Comprehensive monthly accounting packages designed for small businesses that need more than basic bookkeeping. We offer three tiers that scale with your business so you always have the right level of financial support. Essentials Package starting at $500/mo. Includes monthly bookkeeping, bank and credit card reconciliation, monthly financial statements (profit and loss, balance sheet), and your annual business tax return. Built for businesses that want reliable books handled every month without surprises. Growth Package starting at $850/mo. Everything in Essentials, plus quarterly tax projections and estimated payments, payroll processing support, and accounts receivable and payable management. Built for businesses that are growing and need active financial oversight throughout the year. Strategic Partner Package starting at $1,500/mo. Everything in Growth, plus cash flow forecasting and financial modeling, budget creation and variance analysis, and strategic financial guidance with board-ready reporting. This is fractional CFO-level support for businesses that need a financial partner, not just a bookkeeper. Your initial appointment is a consultation to understand your business, review your current financial setup, and recommend the right package for where you are and where you want to go.