Are you a solopreneur, freelancer, start-up, or new service-based business trying to stay on top of your books while growing your company?

This package is built for startups and young LLCs who want accurate, compliant bookkeeping — without the overwhelm. We handle your books so you can focus on what you do best. If you’re ready to feel organized and confident in your numbers, this is where to start.

Includes:

QuickBooks Online setup & chart of accounts review

Monthly bank and credit card reconciliations (up to 3 accounts)

Categorization of up to 150 transactions/month

Monthly Profit & Loss and Balance Sheet reports

Email support and quarterly check-ins

Do you run an established small business with employees, multiple bank accounts, or a growing volume of transactions?

This package is designed for business owners who need clarity on cash flow, payroll, and vendor management — the financial insights that guide smart decisions. We deliver accurate, timely bookkeeping and actionable reports so you can understand where your money is going and plan your next move with confidence.

Includes everything in Essentials, plus:

Up to 6 bank/credit card accounts

Transaction volume up to 400/month

Accounts payable and receivable tracking

Payroll reconciliation and journal entries

Monthly management reports with trend analysis

Monthly check-in call

Do you manage multiple business entities or need deeper operational and financial insight to make data-driven decisions?

The Strategic Package is built for owners and executives who want financial visibility, forecasting, and strategic guidance — not just standard bookkeeping. We combine accurate accounting with actionable analysis, helping business owners understand their numbers, optimize performance, and plan confidently for the future.

Includes everything in Growth, plus:

Cash flow forecasting & scenario modeling

Monthly or biweekly financial review call

Departmental/Job costing and profitability insights

Budget-to-actual reporting

Systems integration (Zoho, HubSpot, SharePoint, or automation consulting)

Priority email + Slack/Teams access

Every business has unique financial needs — that’s why Build the Framework offers a suite of custom bookkeeping add-ons to tailor your service package.

Optional Services

Enhance your monthly bookkeeping with any of the following:

Payroll setup and integration (Intuit/QuickBooks, Gusto, OnPay, and more)

1099 preparation and vendor management

Sales tax filing and compliance for Nevada and California

Catch-up and cleanup bookkeeping for prior periods

Bill pay management and expense tracking

KPI dashboards and performance insights

Inventory and cost-of-goods-sold (COGS) tracking

Tech-stack implementation blocks (QuickBooks Online, CRMs (Zoho, Pipedrive, HubSpot), file management (SharePoint, Dropbox, Google Workspace), and workflow automation setup)

Advisory blocks focused on process improvement, technology integration, or cash-flow optimization