Three ways to work together
Choose the Plan That Fits Your Business
Every package is built on the same foundation: clean, always-current books. Prices are starting points, not boxes — we'll tailor the fit to your business in our first conversation.
PACKAGES
FOUNDATION
Always know where you stand.
What's Included
starting at $600/mo
- Monthly bookkeeping — transactions categorized, income and expenses tracked
- Bank and credit card reconciliations
- Monthly Profit & Loss and Balance Sheet
- Digital receipt capture and organization
- Your own secure client portal — documents, reports, and messages in one place
- CPA-ready, audit-ready books all year round
CLARITY
Understand what the numbers mean.
What's Included
starting at $1,200/mo
- Everything in Foundation, plus:
- Job costing by project — profit on every job, and your Jobber or Housecall Pro data matched to QuickBooks
- A plain-English monthly report — where the money went, what's working, what needs your attention
- Cash flow snapshot: what's in the bank, what's owed to you, what's coming due
- Sales tax tracking
- Quarterly review call to walk through it all together
PARTNER
A financial partner in the business.
What's Included
starting at $2,500/mo
- Everything in Clarity, plus:
- Monthly advisory session — pricing, profit, cash flow, and growth decisions made together
- A simple budget and plan for the year, tracked quarter by quarter
- Priority access when something can't wait
- Year-round coordination with your CPA so tax time is a non-event
ADD-ONS
Available with any package.
Choose what you need
- AP & bill pay management
- AR & invoicing support
- Payroll support
- Sales tax filing
- Spend & expense management
- Cleanup & catch-up projects
Every business is different — packages are starting points, not boxes. We'll shape the right fit in your first conversation.