Tailored Financial Solutions for Specialty Contractors

Choose the bookkeeping plan that matches your business’s growth stage.

Base Package

  • Monthly Transaction Categorization (Up to 50 transactions)

  • Monthly Account Reconciliation (2 Accounts)

  • Quickbooks Online Subscription

  • Monthly Basic Financial Reports

    • Profit/Loss Statement

    • Balance Sheet

    • Cash Flow Statement

  • Quarterly Financial Review Meeting (1 hour)

Plus Package

  • Monthly Transaction Categorization (Up to 100 transactions)

  • Monthly Account Reconciliation (4 Accounts)

  • Quickbooks Online Subscription

  • HubDoc Receipt Management

  • Full Service Payroll with Gusto for up to 3 employees

  • Monthly Basic Financial Reports

    • Profit/Loss Statement

    • Balance Sheet

    • Cash Flow Statement

  • Monthly Management Reports

  • Quarterly Financial Review Meeting (1 hour)

Pro Package

  • Monthly Transaction Categorization (Up to 300 transactions)

  • Monthly Account Reconciliation (10 Accounts)

  • Quickbooks Online Subscription

  • HubDoc Receipt Management

  • Full Service Payroll with Gusto for up to 10 employees

  • Monthly Basic Financial Reports

    • Profit/Loss Statement

    • Balance Sheet

    • Cash Flow Statement

  • Monthly Management Reports

  • Budgeting & Cash Flow Forecasting

  • Monthly Financial Review Meeting (1 hour)

Optional Add-Ons

  • Full Service Payroll with Gusto

  • Job Costing

  • Accounts Receivable Management

  • Accounts Payable Management

  • Setup, Training, and Support for Quickbooks Online

  • Bookkeeping Cleanup

Ready to get started!?

Ready to take the stress out of bookkeeping? Either fill out the info or book a call directly online and we will be in touch shortly! We can't wait to hear from you!