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bookkeeping

essentials

$425 Monthly

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Best for new and small businesses that need simplified bookkeeping at a budget-friendly rate.

What's Included:

  • Monthly Income & Expense Categorization

  • Monthly Bank Reconciliations 

  • Monthly Financial Statements sent directly to your inbox by the 15th

  • 1:1 Email Support

*Please note this service is only available for sole proprietors or Single-Member LLC with under 50 monthly transactions.

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$525 Monthly

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Designed for growing and established businesses seeking clarity and confidence in their financials, providing you the insights you need to strategically scale and achieve your goals.

What's Included:

  • Everything in our Essentials Package plus...

  • Payroll Management for S-Corps

  • Annual Complimentary Call & 40% off additional calls

  • Annual 1099-NEC Prep

elevated

$850 Monthly

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Designed for service provider making $250k+/year who are ready to step into their role as CFO of their business.

What's Included

  • Everything in our Signature Package plus...

  • Quarterly consultation call with Delaney to strategize and discuss anything bookkeeping or tax-related

  • Annual Tax Planning/Strategy Meeting 

  • Annual Reasonable Compensation Study to ensure compliance for S-Corp owner payroll

  • Quarterly Tax Estimates based on Current Year Earnings

quarterly

$650 quarterly or $215 monthly

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Ideal if you have not taken your small business full-time and are in the early growth stages but are still looking for someone to handle the financial side of your business. 

What's Included: 

  • Quarterly Income & Expense Categorization

  • Quarterly Bank Reconcilation

  • Quarterly Financial Statements

  • 1:1 email support

*Please note this service is only available for sole proprietors or Single-Member LLC with under 35 monthly transactions.

add ons

Payroll Processing

Sales Tax Return Filing

1099 Filings

Accounts Payable

Accounts Receivable

INQUIRE

not ready for commitment?

Grab our DIY financial spreadsheet. Take charge of your finances effortlessly with all our all-in-one tax and bookkeeping solution.

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