
Monthly Bookkeeping
Transaction Categorization
Bank & Credit Card Reconciliations
Monthly Preparation of Financial Statements (Profit & Loss, Balance Sheet)
Catch Up and Cleanup Services
Additional Services
Review of current bookkeeping
Organization of past financial records
Bringing accounts up to date
Ensuring accuracy for tax filing
One-time fee
Project Accounting
Fractional CFO
Custom Reporting
Financial Forecasting
Meadow
Includes:
Transaction categorization for simple business transactions
Basic Financial Reporting - Profit and Loss
Designed for businesses with a light transaction volume
Perfect for freelancers and small business owners who need the essentials to keep their books organized—without the hassle.
$200 - $350 / Month
Grove
Includes:
Supports more complex transactions
Monthly Financial Reporting - P&L, Balance Sheet, Accounts Payable, Accounts Receivable
Designed for businesses with moderate transaction volume
Ideal for small businesses with increasing financial activity that need hands-on bookkeeping.
$350 - $500 / Month
Summit
Includes:
Accrual Basis Accounting
Monthly Financial Package
Full Service A/R and A/P Management (Invoicing and Bill Payments)
Designed for businesses with high transaction volume
For established businesses that need strategic financial insights to scale with confidence.