For business owners who want their books handled correctly — without needing monthly strategy meetings.

What’s Included:

• Monthly bookkeeping

• Bank & credit card reconciliations

• Standard QuickBooks financial reports (Profit & Loss, Balance Sheet, Cash Flow)

• Organized, audit-conscious financial records

• Quarterly financial review meeting

• Email support

Best For:
Businesses with steady transaction volume that want clean, compliant books and peace of mind.

For growing businesses that want more than reports — they want understanding.

Everything in Basic, plus:

• Budget vs. actual reporting

• Monthly financial review meeting

• Clear explanations of performance trends

• Ongoing financial accountability

You won’t just receive numbers.
You’ll understand what they’re telling you.

Best For:
Business owners ready to actively manage their finances and make informed decisions each month.

For businesses needing deeper financial structure, cleanup, or specialized support.

Everything in Core, plus customized services such as:

• Audit preparation support

• High-volume cleanup and catch-up projects

• Financial system design and process improvement

• Advanced budgeting and forecasting projects

• Priority communication and flexible meeting cadence

This tier is tailored to your business needs and built for long-term financial strength.

Best For:
Business owners who want structured systems, CPA-level oversight, and customized support.