Kick-off Plan

You’re gaining momentum in your business: new clients and customers are starting to come in and things are looking promising! The income and expense transactions haven’t gotten too crazy yet, but you still need help keeping everything organized.

This plan *starts at $250 per month. Or enjoy 10% monthly savings if you prepay annually.


● Newly formed business that are just getting started or are less than a year old.
● Businesses with a low volume of income and expense transactions
● Basic bookkeeping and accounting needs, such as tracking income/expenses and paying bills
● Sole Proprietors, Freelancers, Contractors
● Business leaders who already work with a CPA and/or tax preparer but simply need their books and financial records kept up to date.

What you get in this monthly, fixed-price package:

● Free Initial Consultation
● Unlimited Support
● Bank Account & Credit Card Account Reconciliations – Up to 2 Accounts w/ 100 transactions combined
● Accounts Payable Services including Data Entry, Processing and Paying Your Bills – Up to 10 Invoices/Bills
● Financial Statements & Reports
● Monthly Review Meeting
● Work Directly With Your Outside Tax Preparer and/or CPA on your behalf, as Needed

Plus…there are NO fees to get you started!**
**If we need to go back and get your books current, that will require one of our A La Carte services: the Bookkeeping or Accounting System Catch-Up or Clean Up Project.

Need additional or different services other than those listed here? Check out our list of a la carte services and we’ll make sure we help you create the perfect package.

Don’t spend another minute drowning in numbers. Ditch the stress and frustration so you can move your business forward! Get started with a free, no-obligation consultation today.