Our Tiered Bookkeeping Packages
Outsource your bookkeeping and advisory service to professionals.
Starter
Growth
Scale
Exit Ready
Ideal for: Solo operators or small teams < $250k annual revenue
Ideal for: Growing teams with $250k–$750k revenue
Ideal for: Teams with $750k+ revenue or multiple crew/locations
Ideal for: Businesses preparing to scale, sell, or franchise
Includes:
Monthly categorization & reconciliations,
Basic financial reports,
Fixed asset management
QuickBooks Online subscription,
Email support
Quarterly check-ins
Includes:
Everything in Essentials + PLUS
Job costing support
Custom chart of accounts
Payroll journal entry assistance
Dedicated bookkeeper
Monthly check-ins
Includes:
Everything in Pro Services + PLUS
Cash flow forecasting
KPI dashboard (margin, labor %)
Unlimited support
Subcontractor/1099 tracking
Monthly advisory call with CFO
Includes:
Everything in Elite plus
Sell-side financial packaging,
Addbacks & discretionary earnings analysis
Owner comp adjustments
Financial modeling for buyers
M&A advisory partner access
Monthly Price: Starting at $275/month
Monthly Price: Starting at $495/month
Monthly Price: Starting at $805/month
Contact us for a custom quote.
Essentials
Pro Service
Service Elite
Acquisition Prep
Packages
Books Cleanup & Catch-Up
Service Type
Starting Price
Scope
Cleanup (up to 12 months)
$895-$2,500+
For messy or neglected books. Includes historical reconciliation, fixing categories, organizing chart of accounts, and syncing with QBO.
Catch-Up Bookkeeping (ongoing)
$250-$500/month
For clients who haven’t been keeping up monthly, but need to get current quickly before switching to a monthly tier.
Optional Add-Ons
Add-On
Starting Price
Job Costing Setup (one-time)
$495
Custom KPI Dashboard
$295/month
Budget vs. Actual Tracking
$150/month
Dedicated Payroll Processing via Gusto/QB Payroll
From $75/month
1099 Filing
$20/form
Lead Generator Service
“Business Valuation Readiness Scorecard"
Free Lead Magnet
Starting Price
Online quiz or downloadable checklist — “Is Your Home Service Business Ready to Sell?” Includes checklist of financial, operational, and marketing readiness factors.
Online quiz or downloadable checklist — “Is Your Home Service Business Ready to Sell?”
Includes checklist of financial, operational, and marketing readiness factors.
$495 one-time business health analysis — includes:
3-year financial trend analysis
Business valuation benchmark
Actionable checklist to improve value
30-minute consultation call
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Industries we service
Landscaping and Lawn Care
Demolition Contractor
Irrigation Services
Plumbing
Electrical Contracting
Property Maintenance
Pest Control
Tree Care
… and many more
