Core Bookkeeping
Core Bookkeeping
The essential financial foundation — accurate, current books every single month
from $350/mo
Fixed monthly retainer · Cancel anytime
✓Up to 150 transactions/month
✓Bank + credit card reconciliation
✓Monthly P&L statement
✓Balance sheet
✓Receipt capture via Dext
✓Secure branded client portal
✓Email support
✓Books closed within 5 business days
Best for: Businesses with up to $500K in annual revenue — new businesses, solopreneurs, and side hustles with straightforward finances
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★ Most Popular
Growth Package
Real-time insights and strategy for businesses actively scaling
from $650/mo
Fixed monthly retainer · Cancel anytime
✓Everything in Core Bookkeeping
✓Up to 400 transactions/month
✓Real-time cash flow dashboard
✓Monthly Loom video walkthrough of financials
✓Industry-specific KPI tracking
✓Accounts payable management
✓Accounts receivable management
✓30-min monthly strategy call
Best for: Businesses doing $500K–$1M in annual revenue who want financial clarity, real-time insights, and forward-looking strategy
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CFO Lite Advisory
CFO Lite Advisory
Executive-level financial guidance — without the executive-level salary
from $1,650/mo
Fixed monthly retainer · Cancel anytime
✓Everything in Growth Package
✓Unlimited transactions
✓Budget vs. actual variance analysis
✓90-day rolling cash flow forecast
✓Financial scenario modeling
✓Sales tax automation via TaxJar
✓Vendor + contract spend review
✓60-min monthly CFO strategy call
Best for: Established businesses doing $1M–$5M in annual revenue needing strategic financial leadership and executive-level insight
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