Our Tiered Bookkeeping Packages
Outsource your bookkeeping and advisory service to professionals.






Starter
Growth
Scale
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
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.
Monthly Price: Starting at $325/month
Monthly Price: Starting at $435/month
Monthly Price: Starting at $805/month
Essentials
Pro Service
Service Elite
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