Financial Clarity Starts Here.
Bookkeeping Built for Real Growth.
1
Clarity Bookkeeping
Your financial foundation, organized and accurate.
A simple, streamlined bookkeeping solution for businesses needing clean monthly records and reliable reports. Perfect for staying tax-ready and in control without the overwhelm.
Includes:
✔ Up to 50 transactions/month
✔ Monthly reconciliations (up to 3 accounts)
✔ Monthly P&L report
✔ CPA collaboration
✔ Email support
2
Performance Bookkeeping
More insight, more support, better decisions.
Designed for growing businesses needing deeper financial visibility. You’ll receive expanded reporting and hands-on guidance to help you make smarter decisions.
Includes:
✔ Up to 150 transactions/month
✔ Reconciliations for up to 5 accounts
✔ P&L + balance sheet
✔ Budget tracking
✔ Payroll support (up to 5 employees)
✔ Strategy calls
3
Strategy Bookkeeping
Advanced financial management for scaling teams.
Perfect for established service businesses with complex financial needs. Get forecasting, dashboards, and monthly strategy reviews to stay financially confident.
Includes:
✔ Up to 300 transactions/month
✔ Reconciliations for up to 10 accounts
✔ P&L, balance sheet, cash flow
✔ Forecasting & budgeting
✔ Custom KPI dashboard
✔ Monthly strategy calls
Book a Free 30-Minute Consultation
Schedule a free call to discuss your bookkeeping needs and find the package that’s right for you.
