Bookkeeping Packages

Simple monthly bookkeeping at three levels: foundational, insight-focused, and fully strategic.

Comparison of Essential, Growth, and Premium bookkeeping packages
What's Included Essential Growth Premium
Starting price Starting at $300/month Starting at $500/month Custom pricing
Transaction categorization Monthly Monthly Weekly
Bank and credit card reconciliations Included Included Included
Monthly financial statements P&L + Balance Sheet P&L + Balance Sheet P&L + Balance Sheet
Year-end financials for tax preparer Included Included Included
Accounts payable tracking - Included Included
Accounts receivable tracking - Included Included
Budget-to-actual reporting - Included Included
Cash flow monitoring / forecasting - Basic monitoring Forecasting
Review and strategy meetings Monthly review Monthly review call Quarterly strategy meetings
Custom reporting and KPI dashboard - - Included
CPA / tax preparer coordination - - Included
Support level Email support Priority email support Unlimited email support

Essential

Starting at $300/month

For: New businesses and solopreneurs.

Outcome: Accurate books and reliable monthly financials.

  • Monthly transaction categorization
  • Bank and credit card reconciliations
  • Monthly financial statements (P&L + Balance Sheet)
  • Year-end financials for tax preparer
  • Monthly review
  • Email support

Growth

Starting at $500/month

For: Businesses ready for deeper visibility.

Outcome: Better reporting, stronger decisions, tighter control.

  • Everything in Essential
  • Accounts payable tracking
  • Accounts receivable tracking
  • Budget-to-actual reporting
  • Basic cash flow monitoring
  • Monthly financial review call
  • Priority email support

Premium

Custom pricing

For: Established owners who want proactive guidance.

Outcome: Weekly support, strategy insight, and forward planning.

  • Everything in Growth
  • Weekly transaction categorization
  • Cash flow forecasting
  • KPI reporting dashboard
  • Custom financial reports
  • Quarterly strategy meetings
  • CPA / tax preparer coordination
  • Unlimited email support

How It Works

A simple, straightforward process to get your bookkeeping organized

1

Initial Consultation

We discuss your business needs and create a customized plan

2

Setup & Onboarding

We organize your records and set up proper systems

3

Ongoing Services

Regular bookkeeping with monthly reports and updates

4

Strategic Support

Continuous guidance to help your business grow

Ready to get started with professional bookkeeping services? Schedule a consultation or learn more about Melanie Winslow.

Industries We Serve

Specialized bookkeeping experience across multiple sectors

Construction & Contracting

Job costing, progress billing, and project-based accounting

Retail & E-commerce

Inventory tracking, sales reconciliation, and multi-channel support

Professional Services

Time-based billing, client invoicing, and expense management

Restaurants & Hospitality

Point-of-sale integration, tip tracking, and food cost analysis

Healthcare & Wellness

Insurance billing, patient accounts, and medical expense tracking

Non-Profit Organizations

Grant tracking, donor management, and compliance reporting

Ready to get started with professional bookkeeping services?

Schedule a Consultation