Monthly Bookkeeping Services
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Intro Bookkeeping
- Track Income & Expenses
- Import & Categorize Receipts
- Generating Monthly Reports
- Email Support for General Questions
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Bronze Bookkeeping
Includes Intro Bookkeeping +
- Maximizing Tax Deductions
- Managing Vendors
- Managing 1099 Contractors
- Creating a Company Budget (not management)
- (1) Insight Call
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Silver Bookkeeping
Includes Bronze Bookkeeping +
- Managing Cash Flow
- Sending Estimates & Invoices
- Bill-Pay Management
- Quarterly Budget Assessment
- (1) Insight Call
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Gold Bookkeeping
Includes Silver Bookkeeping +
- Managing Company Budget
- Managing & Tracking Invoices
- Accounts Receivables
- Accounts Payables
- Business Analytics & Insight
- Business Credit Guidance
Niche Industry Services
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Rent tracking, tenant ledgers, owner draws, expense classification, and monthly reporting for landlords, STR hosts, and multi-unit rentals.
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Full-service bookkeeping for POS sales, tip tracking, merchant payout reconciliation, and COGS reporting — built for high-volume hospitality operations.
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Marketing firms, influencers, and content creators tracking digital revenue, affiliate income, ad payments.
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Founders creating 501(c)(3) orgs needing compliant COAs, bylaws, and financial reporting.