How we serve you
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Strategy call and diagnostic review
Deep review of your current system (QBO, Xero, Wave, spreadsheets, or other)
Identify pain points and opportunities
Recommend optimal workflow and software
Recommend Monthly bookkeeping tier
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Pricing based on number of months needing catch-up (monthly rate x months x 25% discount)
Categorization, reconciliation, and final reports
Prior year tax return balance sheet tie-out (if applicable)
Books are ready for monthly bookkeeping
Your books are accurate and ready for smooth month-to-month management.
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We offer 3 tiers of monthly bookkeeping services based on the number of transactions your business has, as well as accounts and payment processors used.
Basic - $297/month
Solo practitioners just getting started or with a simple practice.
Up to 50 transactions/month
Up to 2 bank/credit card accounts
Up to 1 payment processor
Monthly categorization and reconciliation
Profit & Loss by Month and Balance Sheet
Add-ons available:
Additional payment processor reconciliation: $75/month each
Recorded video walkthrough: $75/month
Core - $497/month
Established coaches or therapists with multiple accounts and growing revenue.
Up to 125 transactions/month
Up to 4 bank/credit card accounts
Up to 1 payment processor
Monthly categorization and reconciliation
Profit & Loss by Month and Balance Sheet
Plain-language financial summary email
Add-ons available:
Additional payment processor reconciliation: $75/month each
Recorded video walkthrough: $75/month
Monthly strategy call: $125/month
Elite - $797/month
Growth-focused business owners who want strategic financial support.
Up to 325 transactions/month
Up to 6 bank/credit card accounts
Up to 2 payment processors
Monthly categorization and reconciliation
Profit & Loss by Month and Balance Sheet
Monthly strategy call - profitability, cash flow, and business decisions
Add-ons available:
Additional payment processor reconciliation: $75/month each