Small Business Options

Services
Basic Compliance Business
Basic Compliance Business
$300.00 every month

*$0-10k/month Revenue

  • Bank & credit card reconciliations (monthly)

  • Categorization of income & expenses

  • Basic financial statements (P&L, Balance Sheet)

  • Quarterly check-ins

  • Accountant-ready year-end package

  • Secure Document Vault – Encrypted Storage for Business and Personal Financial Records

  • Ideal for: freelancers, solo entrepreneurs, and low-transaction businesses.

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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Growth & Support Business
Growth & Support Business
$500.00 every month

*$10,001 - $50k/Month Revenue

  • Categorization of income & expenses

  • Bank & credit card reconciliations (monthly)

  • Basic financial statements (P&L, Balance Sheet)

  • Quarterly check-ins

  • Accountant-ready year-end package

  • Monthly financial reviews & recommendations

  • Accounts receivable/payable tracking

  • Payroll processing coordination

  • Sales tax tracking & filing assistance

  • Budget vs. actual reporting

  • Secure Document Vault – Encrypted Storage for Business and Personal Financial Records

  • Ideal for: small businesses in growth phase.

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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Full-Service Business
Full-Service Business
$700.00 every month

*$50K+ /Month Revenue

  • Categorization of income & expenses

  • Bank & credit card reconciliations (monthly)

  • Basic financial statements (P&L, Balance Sheet)

  • Quarterly check-ins

  • Monthly financial reviews & recommendations

  • Accounts receivable/payable tracking

  • Payroll processing coordination

  • Sales tax tracking & filing assistance

  • Budget vs. actual reporting

  • Weekly transaction updates

  • Cash flow forecasting

  • Vendor & customer management

  • Coordination with CPA/tax preparer

  • KPI & performance dashboards

  • Accountant-ready year-end package

  • Secure Document Vault – Encrypted Storage for Business and Personal Financial Records

  • Ideal for: businesses that want hands-off bookkeeping with proactive insights.

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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Personal Finance Options

Services
Personal Financial Foundation
Personal Financial Foundation
$275.00 every month

Essential organization and budgeting groundwork.

Ideal for individuals and couples who need to get their finances organized, establish spending awareness, and build a strong financial foundation.

Best For:

  • Up to 3 Financial Accounts

  • Less Than 150 Transactions Per Month

  • Simple Income Sources (W-2, Retirement, or One Business)

  • Annual Household Income Under $150,000*

Includes:

  • Monthly Transaction Categorization & Reconciliation (Up to 3 Accounts)

  • Tax-Ready Documentation: End-of-Year Summaries for Your Tax Preparer

  • Annual Budget Blueprint: Customized Spending Plan Based on Your Previous Three Months of Financial Activity

  • Secure Document Vault: Private, Encrypted Storage for Financial Records

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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Personal Financial Growth
Personal Financial Growth
$475.00 every month

Proactive cash flow and planning support.

Ideal for individuals and families who want to track, manage, and improve their overall financial health while working toward specific financial goals.

Best For:

  • 4–6 Financial Accounts

  • 150–300 Transactions Per Month

  • Multiple Income Source

  • Active Savings and Debt Reduction Goals

  • Annual Household Income Between *$150,000 and $300,000

Includes:

  • Everything Included in Financial Foundation

  • Monthly Budget-to-Actual Reports with Insights & Recommendations

  • Quarterly Financial Check-Ins via Zoom or Phone
    Savings & Debt Tracking Dashboard

  • Goal-Oriented Budget Adjustments for Vacations, Debt Payoff, Emergency Funds, and Other Financial Goals

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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Personal Financial Wealth
Personal Financial Wealth
$675.00 every month

Comprehensive, concierge-level personal finance bookkeeping.

Ideal for busy professionals, entrepreneurs, and families seeking a complete picture of their financial health without managing the day-to-day details.

Best For:

  • 6+ Financial Accounts

  • More Than 300 Transactions Per Month

  • Multiple Income Streams and Investments

  • Complex Financial Planning Needs

  • Annual Household Income Over *$300,000

Includes:

  • Everything Included in Financial Growth

  • Weekly Transaction Updates & Monitoring (Up to 6 Accounts)

  • Customized Net Worth Statement (Updated Quarterly)

  • Cash Flow Forecasting & Lifestyle Planning

  • Priority Support & On-Demand Financial Questions

  • Coordination with Your Tax Preparer and/or Financial Advisor

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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Bridge Options

Services
CPA Bridge Compliance
CPA Bridge Compliance
$575.00

Core Compliance

Foundational bookkeeping support for business owners who need both personal and business finances organized and CPA-ready.

Best For:

  • Business Revenue Up to $250,000 Annually

  • Up to 3 Business Accounts

  • Up to 2 Personal Accounts

  • Up to 250 Combined Transactions Per Month

  • Solopreneurs, Independent Contractors, and Single-Member LLCs

Includes:

  • Business Bookkeeping – Monthly Categorization & Reconciliations (Up to 3 Business Accounts)

  • Personal Bookkeeping – Monthly Categorization & Reconciliations (Up to 2 Personal Accounts)

  • Tax-Ready Documentation – Annual Business & Personal Summaries for Your CPA

  • Secure Document Vault – Encrypted Storage for Business and Personal Financial Records

  • Email Support

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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CPA Bridge Growth
CPA Bridge Growth
$875.00

Integrated bookkeeping and financial reporting for growing businesses and households with increasing complexity.

Best For:

  • Business Revenue Between *$250,000 and $750,000 Annually

  • Up to 5 Business Accounts

  • Up to 4 Personal Accounts

  • Up to 500 Combined Transactions Per Month

  • Businesses with Employees, Contractors, or Multiple Revenue Streams

Includes:

  • Everything Included in Essential CPA Bridge

  • Additional Accounts – Up to 5 Business Accounts and 4 Personal Accounts Included

  • Monthly Business & Personal Cash Flow Reports
    Quarterly CPA Collaboration Call (Upon Client Authorization)

  • Budget-to-Actual Reports for Business and Household Finances

  • Personal Savings and Debt Tracking

  • Phone or Zoom Support (One Session Per Quarter)

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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CPA Bridge Full-Service
CPA Bridge Full-Service
$1,250.00

Full-service integration of business and personal finances with proactive CPA coordination and advanced financial oversight.

Best For:

  • Business Revenue Between *$750,000 and $2 Million Annually

  • Up to 8 Business Accounts

  • Up to 6 Personal Accounts

  • Up to 1,000 Combined Transactions Per Month

  • Established Business Owners and Multi-Entity Businesses

Includes:

  • Everything Included in Growth CPA Bridge

  • Weekly Transaction Updates for Business and Personal Accounts

  • Customized Business and Personal Net Worth Statement (Updated Quarterly)

  • Business KPI Dashboard and Personal Cash Flow Forecasting

  • Priority CPA Coordination – Direct Support for Tax Planning and Year-End Preparation

  • Unlimited Email Support and Priority Scheduling for Phone or Zoom Consultations

Additional Services:

  • Additional Accounts: $30 Per Account/Month

  • Catch-Up & Cleanup Services: Custom Quote

  • New Business Setup: Starting at $350

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

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Client Workflow

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  • Icon of a white telephone handset on a green circular background.

    Discovery & Consultation

    Free call or meeting to assess needs

    More Info
  • Icon of a calendar inside a green circle.

    Onboarding & Set Up

    Software set up or clean up and Service Plan

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  • Graphics of a financial report, calculator, and pen on a green circular background.

    Ongoing Bookkeeping

    Reconciliation, Categorization and Reporting

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  • Green circular icon with a white upward-trending bar chart and arrow indicating growth or progress.

    Reporting & Insights

    Monthly or Quarterly Reports per Service Plan

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  • Icon of a tax document with a dollar sign on a green circular background.

    Year-End Wrap Up

    Stress Free Tax Season with CPA Ready Books

    More Info

FAQs

    • Small Businesses (1–20 employees) – service-based, retail, trades, consultants.

    • Startups – needing help setting up books, accounting systems, and workflows.

    • Existing Businesses with Backlogs – requiring cleanup and reconciliation.

    • Independent Contractors/Freelancers – who need basic compliance and tax prep support.

    • Accuracy & Compliance – books ready for tax season, no last-minute scramble.

    • Experience & Reliability – 25 years of industry expertise.

    • Customizable Service Levels – from basic compliance to full-service financial management.

    • Startup Guidance – help new businesses build a strong financial foundation.

    • Clean-Up Specialists – fix messy books quickly and correctly.

    • Top tier QBO support - Included with every level of service

    • No year end tax surprises - CPA ready books with updates based on tier

  • Step 1 – Kickoff Call

    • We’ll schedule a quick meeting to get to know your business and set up access to your accounts.

    Step 2 – Document Sharing

    • We use secure cloud storage and bookkeeping software for easy, safe document transfer.

    Step 3 – Monthly Bookkeeping

    • We reconcile accounts, categorize transactions, and prepare reports each month.

    Step 4 – Review & Feedback

    • You’ll receive monthly financials and can contact us anytime with questions.

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Who We Are

Virtual Bookkeepers

Welcome to our corner of the world, where numbers come to life and bookkeeping becomes a breeze. We are here to support your business journey, making sure your financials are as clear and stress-free as they deserve to be.

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