Simple bookkeeping packages for small business owners.

Choose the level of support that fits your business today. Every package is built around clean books, clear reports, and practical support.

  • Essential Bookkeeping

    For business owners who need accurate monthly bookkeeping and tax-ready records.

    Starting at $295/month

    Includes:

    • Monthly transaction categorization

    • Bank and credit card reconciliations

    • Monthly income statement

    • Monthly balance sheet

    • Year-end tax-ready reports

    Best For:

    • Newer businesses

    • Smaller businesses

    • Owners who just need the books done right

    • Businesses with simple activity and fewer accounts

    Essential gives you clean, current books and takes the stress out of tax time.

  • Premium Bookkeeping

    For business owners who want clean books plus a simple, useful monthly view of business performance.

    Starting at $595/month

    Includes everything in Essential, plus:

    • Greater reconciliations support

    • Class/project tracking

    • Accounts payable/receivable assistance

    • Simple monthly financial report package

    • Basic monthly financial summary

    • Short monthly Loom video overview

    Best For

    • Established small businesses

    • Owners who want more clarity

    • Businesses with more activity

    • Owners who want reporting that is simple and useful

    Premium gives you a clear picture of how your business is doing and where improvements are needed.

  • Advisory Bookkeeping

    For business owners who want bookkeeping plus practical financial guidance.

    Starting at $1,595/month

    Includes everything in Premium, plus:

    • Monthly financial review

    • Advisory support for business decisions

    • Cash flow visibility

    • Profitability review

    • Simple KPI tracking

    • Financial operations review

    • Monthly strategy call or advisory meeting

    Best For

    • Growing businesses

    • Owners making bigger financial decisions

    • Businesses with employees, debt, multiple services, or multiple entities

    • Owners who want a financial partner, not just monthly bookkeeping

    Advisory helps you understand what the numbers mean and what to do next.

Not ready for monthly bookkeeping?

Quarterly bookkeeping is available at 75% of the monthly rate.  Ideal if you don’t need monthly reports but still want clean, tax-ready books.

Additional bookkeeping support when you need it.

Some businesses need extra help before monthly bookkeeping can begin or as the business grows. We can provide these services as one-time projects or monthly add-ons.

Services:

  • Cleanup bookkeeping

  • Catch-up bookkeeping

  • QuickBooks Online setup

  • Chart of accounts review

  • Payroll coordination

  • Sales tax coordination

  • Bill pay setup

  • Spend management setup

  • 1099 preparation

  • CFO advisory


Note: We do not provide tax or audit services ourselves. We have quality accounting firms that we partner with and recommend for these services.  We are committed to being the premier Quickbooks and bookkeeping experts in the Greater Roanoke Valley.