FULL CHARGE Bookkeeping Services

ENGAGEMENT LEVELS

CORE

Reliable monthly bookkeeping with clean, organized financial data.

• Monthly transaction categorization

• Bank & credit card reconciliations

• Monthly financial statements

• QuickBooks Online maintenance

• Year-end financials prepared for your CPA

• Structured monthly close confirmation

• Organized, audit-ready documentation

• 24-hour response during business days

• Structured onboarding roadmap

• Secure document management

$350

Pricing based on monthly transaction volume and complexity.

CLARITY

Beyond standard reporting - clear visibility into your performance and cash flow.

$750

Pricing based on monthly transaction volume and complexity.

PARTNER

For companies preparing for growth, investors, or tax season with confidence.

Expanded financial structure includes:

• Revenue recognition alignment (if applicable)

• Deferred revenue tracking and structure

• R&D expense categorization for tax readiness

• Clean, standardized month-end close process

• Financial process refinement for consistency

• Structured KPI and forecasting visibility

$1400

Pricing based on monthly transaction volume and complexity.

Expanded financial oversight including:

• Monthly financial analysis with executive summary

• Burn rate and cash runway visibility

• Revenue and gross margin trend review

• SaaS revenue trend visibility (if applicable)

• Expense concentration insights

Designed for foundational bookkeeping needs.

MOST POPULAR

Core bookkeeping services remain included.

Designed for data-backed insight & cash flow visibility.

Designed for growth, investors and tax readiness.

Core & Clarity services remain included.