Business + Personal Services

Running your business — and your life — is hard enough.

Keeping up with the books doesn’t have to be. At Virtual Bookkeepers, we help entrepreneurs manage both business and personal finances with clarity and confidence.

Whether you’re a small business owner, freelancer, or service provider, we’ll handle the numbers — from invoices to budgets — so you can focus on growing your business and enjoying life.

From Personal to Professional — We’ve Got You Covered
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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Pricing comparison table for three levels of Bridge Service Features: Level 1 Basic, Level 2 Growth, Level 3 Full-Service, listing features, frequency, and example prices.

One Partner for Your Business and Personal Finances

When your personal and business finances overlap, things can get complicated fast. Our Business + Personal Bridge Tier brings everything together under one clear, organized system.

Who Benefits?

  • Entrepreneurs who mix personal and business expenses

  • Small business owners managing cash flow across both areas

  • Anyone seeking clarity, balance, and simplicity in their finances

Why It Matters

✔ Unified bookkeeping for business and personal accounts

✔ Monthly reviews that show the full financial picture

✔ Smart debt and cash flow management

✔ Discreet, judgment-free guidance and support

Simplify Your Financial Life

Gain clarity, confidence, and control — at work and at home — with one trusted partner managing it all.

Schedule a free consultation to connect your business and personal finances seamlessly.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!