From Foundation to Growth
Support for every season of your company.
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Monthly Reconciliation & Financial Review
Designed for organizations with internal staff responsible for day-to-day bookkeeping who benefit from an added level of review and assurance.
Includes:
Reconciliation of up to two (2) bank accounts
Review of internally entered transactions
Identification and communication of discrepancies
Month-end accuracy review
Confirmation balances align with bank statements
This service provides validation and oversight — not full bookkeeping management.
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Starter Bundle — “The Essentials”
Perfect for new businesses or solopreneurs who need clean, basic monthly bookkeeping.
Includes:
Monthly transaction categorization
One (1) account reconciliation
Basic financial statements (P&L / Statement of Activities, Balance Sheet)
Optional monthly review call
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Standard Bundle — “The Small Business Core”
Includes everything in Starter, plus:
Up to three (3) account reconciliations
Cash flow & spending summaries
Financial Process Structuring
Quarterly review meeting
Vendor tracking setup
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Premium Bundle — “The Growth Partner”
Includes everything in Standard, plus:
Up to five (5) account reconciliations
Customized KPI reporting
Sales tax tracking support
Monthly strategy session
Priority support
Year-end accountant prep
Clean-up & catch-up included for new clients