Tier 1: Basic Bookkeeping
Contact us for free consultation and quote!
Starting at $100/month
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Monthly bookkeeping & Transaction categorization
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Bank reconciliation for 1 account
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monthly profit and loss report
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Up to 100 monthly transactions
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QuickBooks online maintenance
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Year-end financial summary for tax prep
Tier 2: Financial Insights
Starting at $300/month
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Monthly bookkeeping & Transaction categorization
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Bank reconciliation for up to five accounts
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monthly Financial performance summary
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Up to 400 monthly transactions
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QuickBooks online maintenance
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Year-end financial summary for tax prep
Tier 3: business consulting
Everything in Tier 2, Plus:
Starting at $1000/month
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Up to 800 monthly transactions
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Up to ten account reconciliations
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KPI development and monitoring
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KPI dashboard
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Forecasting
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Budgeting creation and tracking
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Monthly financial and strategic meeting
One-time Services
Basic Startup Business plan: Starting at $500
Best for internal strategy, solopreneurs, or business services. Providing you with market overview and financial forecasting.
Comprehensive business plan - Connect with us to create your business plan. This will be a guided conversation that will give us a baseline for you business idea and allow us to create the foundation for each section of your business plan
Competitive analysis - We'll research, analyze, and create a competitive analysis document based on your business and industry.
Market growth - This report will provide you with an understanding of the historical and projected growth within your industry/business.
Financial projections - Sales, Revenue, Expense, and Profit projections over 1-3 years.
Break-even analysis - With this you'll be able to determine when your business breaks even with start-up and begins turning a profit. Insights from this will help you determine price setting, product viability, and plan financial goals safely.