Monthly Bookkeeping Service Levels

Providing clarity and consistency in financial records for small businesses in outdoor sectors.

Growth Level - $500/month

Perfect for growing small businesses with increasing financial activity, this service builds on our Starter plan to support more complex needs—while keeping things clear and manageable.

What’s included:
- Up to 300 transactions per month
- Everything from the Starter plan, including monthly financial statements and account reconciliation
- Payroll journal entry support to keep your records accurate
- Accounts Receivable or Accounts Payable tracking—choose what fits your workflow
- Monthly business performance summary to help you stay on top of trends and opportunities

As your business grows, your bookkeeping should grow with you. This plan is designed to give you deeper insights and greater control.

Pro Level - $750/month

Tailored for established small businesses or those managing inventory and more complex operations, this comprehensive plan delivers robust financial support and personalized service.

What’s included:
- Up to 600 transactions per month
- All features from the Growth plan, including payroll entries and performance summaries
- Full Accounts Receivable and Accounts Payable tracking
- Monthly cash flow reporting to help you plan ahead with confidence
- Dedicated bookkeeper for consistent, personalized support
- Inventory and job costing support, available as needed
- Priority support to get answers fast when it matters most

This plan is built to handle the complexity—so you can focus on scaling your business with clarity and peace of mind.

Essential Level - $250/month

Designed specifically for freelancers, solopreneurs, and very small businesses, this streamlined service covers the core of your financial needs—without the complexity.

What’s included:
- Up to 100 transactions per month tracked and categorized
- Monthly financial statements, including Profit & Loss and Balance Sheet reports.
- Bank and credit card reconciliation for up to 2 accounts
- Responsive email support when you need it

Stay organized, gain financial clarity, and free up your time to focus on what you do best. This is bookkeeping made simple, just for you.

Add-on Services

One-Time Setup Fee - $250.00

To ensure a smooth and accurate start, we charge a One-Time Setup Fee when you begin your bookkeeping service. This covers the behind-the-scenes work needed to onboard your business efficiently and correctly.

What’s included:
- Initial review of your current financial setup We assess your existing records, accounting system, and business structure.
- Chart of accounts setup or cleanup We organize your financial categories for accurate tracking and reporting.
- Connection and syncing of bank, credit card, and other financial accounts Customization of your bookkeeping workflow to fit your business needs
- Preparation of your first month’s financials to ensure everything starts off right

This one-time fee sets the foundation for accurate, consistent bookkeeping—so your numbers stay clean and reliable from day one.

Payroll Support - $100/month

Simplify payday with our reliable Payroll Processing add-on. Whether you have a team of two or twenty, we ensure your employees get paid accurately and on time—while staying compliant with tax regulations.

What’s included:
- Preparation and processing of employee payroll Payroll tax calculations and reporting
- Direct deposit setup and pay stub delivery
- Coordination with your payroll provider (if applicable)
- Payroll journal entries recorded in your books

Add payroll support to your bookkeeping plan and take one more task off your plate—stress-free and fully integrated.

Historical Clean-Up - $250/month

Need to get your books in order before moving forward? Our Historical Clean-Up service helps you catch up on months—or even years—of disorganized or incomplete financial records, so you can start fresh with confidence.

What’s included:
- Review and organization of past transactions
- Catch-up bank and credit card reconciliations
- Correction of miscategorized or missing entries
- Rebuilding of financial statements
- Collaboration with your CPA or Tax Professional

When to use this service:
- You’ve fallen behind on bookkeeping
- You’re preparing for tax filing, audits, or loan applications
- You’re switching bookkeepers or accounting systems
- You want a clean slate to start fresh

Let us do the heavy lifting—we’ll untangle the mess and bring your books back to life, so you can move forward with clarity and confidence.