Bookkeeping Packages
Ongoing monthly bookkeeping, payroll, and advisory support — choose the package that matches where your business is today.
Essential Package
Starting at $250 / month
Best for: Sole Proprietors and small businesses with basic bookkeeping needs.
- Monthly transaction categorization
- Reconciliation of one (1) bank account
- Reconciliation of one (1) credit card account
- Monthly Profit & Loss Statement
- Insurance evaluation
- Email support
- Year-end financial reports for tax preparation
Growth Package
Starting at $400 / month
Best for: Growing businesses requiring expanded bookkeeping support.
Everything in the Essential Package, plus:
- Monthly categorization for up to three (3) bank and credit card accounts
- Reconciliation of up to three (3) bank and credit card accounts
- Monthly Balance Sheet
- Payroll processing for up to 15 employees (QuickBooks Payroll subscription not included)
- Sales & Use Tax filing
- Tennessee Liquor-by-the-Drink Tax filing (when applicable)
- Subcontractor tracking for year-end Form 1099-NEC preparation
- Priority email support
Professional Package
Starting at $550 / month
Best for: Businesses with employees and increased financial complexity.
Everything in the Growth Package, plus:
- Payroll processing for up to 50 employees (QuickBooks Payroll subscription not included)
- Basic inventory assistance
- Monthly cash flow reporting
- Quarterly financial review meetings
- Phone and email support
Premium Advisory Package
Starting at $750+ / month
Best for: Established businesses seeking strategic financial guidance and advisory services.
Everything in the Professional Package, plus:
- Monthly virtual financial strategy meeting
- Budget preparation and monitoring
- Financial analysis and recommendations
- Tax planning coordination
- Payroll processing for up to 100 employees (QuickBooks Payroll subscription not included)
- Unlimited phone and email support
- Priority client service
Each package builds on the one before it. Not sure which fits your business? Schedule a free consultation and we’ll help you pick.
Optional Add-On Services
The following services may be added to any bookkeeping package:
- Payroll Processing (over 100 employees)
- QuickBooks Online Setup
- Catch-Up Bookkeeping
- New Business Setup
- Financial Statement Preparation
- IRS & State Notice Assistance
- Nonprofit and 501(c)(3) formation
- Workers Compensation & General Liability audits
- State Compliance for LLC’s & Corporations
Not sure which package fits?
Talk it through with us first — the consultation is free.