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.
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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
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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
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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
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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.