Bookkeeping Support Designed for Growing Businesses

Starting at $475/month
$150 Infrastructure Development Fee

For businesses less than 6 months old 

Perfect for entrepreneurs in the beginning stages of business who need guidance, structure, and a solid financial foundation. This package helps new business owners stay organized from the start while learning healthy financial habits that support long-term growth. 

• Bookkeeping for 1 account 
• Monthly account reconciliation 
• Monthly Profit & Loss summary 
• 1 monthly coaching call 
• Startup resource guide 
• Basic financial organization support 
• Monthly bookkeeping maintenance

• Client onboarding and account setup 
• Financial workflow setup 
• Chart of accounts review 
• File organization guidance 
• Initial bookkeeping system review 
• Client portal and communication setup

• Startups under 6 months old 
• New entrepreneurs 
• Solo business owners 
• Businesses needing foundational bookkeeping support 

Starting at $675/month
$250 Infrastructure Development Fee

Designed for small businesses ready to clean up and streamline their financial records. This package focuses on creating organized systems, improving visibility, and helping business owners gain confidence in their numbers.

• Bookkeeping for up to 2 accounts 
• Monthly reconciliation 
• Monthly financial reports 
• Email support 
• 1 monthly check-in call 
• Financial organization support 
• Expense tracking assistance 
• Report review and discussion

• Everything included in Launch & Learn setup 
• Accounting software review 
• Workflow organization 
• Financial file assessment 
• Reporting setup 
• System cleanup recommendations 
• Communication and document process setup

• Service-based businesses 
• Businesses needing organization 
• Growing entrepreneurs 
• Owners wanting more financial visibility

Starting at $950/month
$350 Infrastructure Development Fee

For busy entrepreneurs who need bookkeeping support combined with administrative assistance and operational organization. This package is designed to reduce overwhelm while helping businesses run more efficiently behind the scenes.

• 5 hours/month virtual assistant support 
• Invoicing support 
• Expense tracking 
• 2 monthly strategy calls 
• Administrative workflow support 
• Light operational assistance 
• Client communication assistance

• Everything included in Clarity setup 
• Administrative systems review 
• Invoice and payment workflow setup 
• Business process organization 
• Workflow optimization recommendations 
• Shared communication systems setup 
• Backend operational organization

• Busy entrepreneurs 
• Businesses juggling multiple systems 
• Owners needing administrative support 
• Businesses preparing to scale

Starting at $1,200/month
$500+ Infrastructure Development Fee

A comprehensive support package for scaling businesses that need deeper financial insight, operational support, and strategic planning. This package combines bookkeeping, analytics, forecasting, and administrative assistance into one high-level business support solution.

• Custom KPI dashboard 
• Dedicated account manager 
• 10 hours/month virtual assistant support 
• Financial analysis and forecasting 
• Strategic reporting support 
• Operational workflow insight 
• Priority communication support

• Everything included in Liberate setup 
• KPI and dashboard customization 
• Forecasting preparation 
• Internal systems optimization 
• Financial reporting customization 
• Multi-workflow integration setup 
• Growth-focused operational planning

• Scaling businesses 
• Teams needing higher-level support 
• Businesses preparing for growth 
• Owners wanting strategic guidance and accountability