Bookkeeping packages
We keep your books current and accurate: monthly reconciliation, categorization, and financial statements, overseen by a degreed bookkeeping and tax professional with 20+ years of experience.
Packages
Essentials
For solo and early-stage businesses
- Monthly bank and card reconciliation
- Up to 75 transactions a month
- Monthly financial statements
- QuickBooks Online or Patriot (software billed separately)
- Email support
Most popular
Growth
For growing, established businesses
- Everything in Essentials
- Up to 200 transactions a month
- Accounts payable and receivable
- Monthly cash flow report
- Monthly review call
Premier
CFO-level oversight for complex operations
- Everything in Growth
- Up to 400 transactions a month
- Class and job-cost tracking
- Quarterly KPI and strategy session
- Grant and budget management support
- Priority support
All plans are month-to-month with no long-term contract. Pricing is quoted after a consultation and confirmed in your engagement agreement.
Add-on services
- Onboarding and setup (one-time)
- Catch-up or cleanup bookkeeping
- Payroll processing support
- Additional transactions beyond your plan
Need tax returns filed? Income tax preparation, sales tax, and business formation are handled by our sister firm, SA Loupe Consulting.
Wondering whether you need bookkeeping, a CFO, or both? Read Bookkeeping vs. CFO advisory, or see how outsourcing compares to hiring in-house.
Find the right fit
A short consultation is the easiest way to see which plan matches your business. We'll look at where your books are today and what you need from them.