Bookkeeping Packages
Bookkeeping packages that are right for your business
Choose the level of support that fits your stage, then tell us a bit about your needs below.
Foundation
(For solo businesses & freelancers)- Categorization and reconciliation
- 2 bank or credit card accounts
- Bi annual check-in
- 72-hour email support
Launch
(For growing businesses)- All Foundation features, plus:
- Bi-weekly bank feed monitoring and cleanup
- Loan and liability reconciliations
- Receipt and expense upload (up to 50/month)
- 48-hour support response time
Growth
(For busy business owners needing insight)- All Launch features, plus:
- Invoicing and accounts receivable tracking
- Cash flow snapshot included
- Monthly P&L review meeting (30 minutes)
- Priority support (within 24–48 hours)
Expansion
(For established teams with higher volume)- All Growth features, plus:
- AP management
- Detailed monthly financial insights
- Priority response within 24 hours
- Job Costing Support
- Annual Insurance Audit Support
Additional Services Available:
✅ Payroll processing
✅ QuickBooks/Xero training
✅ Cleanup projects
✅ Quarterly financial check-ins
✅ Job costing support
✅ Tax prep coordination
✅ Custom reporting dashboards