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Tier 1
Bookkeeping Only
Monthly bookkeeping, reconciliations, and standard financial statements. Clean, reliable numbers delivered on time — nothing more, nothing less.
$750 – $1,500 / month
Includes
✓ Monthly bookkeeping & reconciliations
✓ Standard financial statements
✓ Basic report explanations
💡 Starting with messy books? We handle cleanup and stabilization first — assessing, fixing, and building systems before transitioning to ongoing monthly work.
Best for $500K–$3M revenue · Compliance-focused businesses
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Tier 2
Bookkeeping + Operational Advisory
Everything in Tier 1, plus context around the numbers. You'll understand what changed, why it changed, and what to watch — so you can run your business with confidence.
$1,500 – $3,000 / month
Includes
✓ Everything in Tier 1
✓ Variance commentary & trend analysis
✓ Process improvement recommendations
✓ Payroll add-on available from $300/mo
💡 Our monthly close is disciplined and consistent — done by the same person every month, with commentary so you're never left guessing what the numbers mean.
Best for $1.5M–$10M revenue · Growing operations
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Tier 3
Strategic Advisory
Forward-looking guidance for businesses ready to make big decisions. Scoped and priced separately from bookkeeping — done properly or not at all.
$1,500 – $4,000 / month · or project-based
Includes
✓ Budgeting & multi-scenario forecasting
✓ Cash flow modeling
✓ Growth & transition planning
✓ Entity & partnership advisory
💡 Every advisory engagement is explicitly scoped with defined deliverables — no vague conversations billed as strategy. Entity and partnership advisory (LLC formation, operating agreements, K-1 allocation) is always handled as a separate, standalone engagement.
Best for $3M–$20M revenue · Decision-focused businesses