Not sure which option fits? We’ll review your needs and confirm scope and pricing before moving forward.

What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • Best for very small businesses with straightforward activity.

    Includes:

    • Monthly transaction categorization

    • Bank and credit card reconciliations

    • Monthly financial statements (Profit & Loss, Balance Sheet)

    • Basic cleanup and error correction

    • Email support for bookkeeping-related questions

    Assumes:

    • Low transaction volume

    • No payroll

    • No inventory

    • One business entity

  • Designed for growing businesses that need more structure and oversight.

    Includes:

    • Everything in Tier 1, plus:

    • Higher transaction volume

    • Monthly review for accuracy and consistency

    • Accrual adjustments (as needed)

    • Sales tax tracking (filing optional / separate)

    • Quarterly check-in to review financials

    Assumes:

    • Moderate transaction volume

    • May include payroll (processing handled by third party)

    • No complex inventory

  • Designed for businesses that want bookkeeping plus ongoing financial insight and decision support.

    Includes:

    • Everything in Growth Bookkeeping, plus:

    • Cash flow monitoring and trend analysis

    • Budget vs. actual tracking

    • Basic KPI tracking (customized to the business)

    • Quarterly advisory review focused on performance and next steps

    • Priority email support

    Assumes:

    • Higher transaction volume and complexity

    • Multiple accounts or revenue streams

    • May include inventory or advanced reporting needs

    • Scope and pricing adjusted based on complexity

  • Pricing: Quoted based on scope

    For businesses that don’t fit cleanly into a tier or need a customized mix of services.

    May include:

    • Catch-up or cleanup bookkeeping

    • Inventory tracking or COGS support

    • Multi-entity or multi-location reporting

    • Sales tax complexity or multi-state considerations

    • Custom reporting or ad-hoc financial analysis

    • Ongoing advisory beyond standard tiers

    How it works:

    • We review your business needs

    • Define scope and deliverables

    • Confirm pricing before engagement

    • Engagement and billing handled through Ignition

Our Process

Start with Clarity

We begin by learning about your business, goals, and current bookkeeping setup to confirm fit and identify the right level of support.

Review & Align

We review your information, confirm scope, and set expectations upfront so there are no surprises later.

Engagement & Setup

Once scope and pricing are confirmed, we send your engagement and invoice. After completion, we connect your accounts and begin work.

Ongoing Support & Review

We maintain your books according to the agreed scope and provide regular financial reporting. As your business changes, we adjust as needed.

Clear scope, transparent pricing, and no long-term commitments.