
Reliable Pricing Plans
Set monthly rates for contractors and service providers
All tiers Include: Monthly bookkeeping, bank reconciliation, and basic reporting.
Starter Tier – $175 / month · *$150 one‑time activation
Ideal for solo operators or new businesses with under 10 transactions per month.
Includes: Monthly bookkeeping, bank reconciliation, and basic reporting.
Growth Tier – $275 / month · *$200 one‑time activation
Best for small service companies with steady activity (10–30 transactions per month).
Includes: Bookkeeping, monthly financial reports, and tax‑ready prep.
Pro Tier – $375 / month · *$250 one‑time activation
Clean-ups
1 Quarter (1–3 months)-$150
Â
2 Quarters (4–6 months)-$300
Â
3–4 Quarters (7–12 months)-$500–$600
Â
Over 1 Year-$750Â
*Cleanup Deal: If your books are behind, I’ll complete a full cleanup and prepare your file for monthly service. And when you choose a Monthly Subscription afterward, your Activation Fee is waived — you only pay your cleanup tier.
Simple Workflow
I keep my bookkeeping process transparent, easy to understand, and built around your needs. From clear communication to structured monthly rhythms, I ensure you always remain in control.
Step 1: Direct
Everything is transparent. You always know exactly what I am doing, why I am doing it, and what comes next with clear, open communication.
Step 2: Systems
I use organized, templated workflows and tools like QuickBooks, Xero, and Dropbox to ensure accuracy, consistency, and a predictable delivery cycle.
Step 3: Rhythm
Monthly reviews, categorization, and reconciliations keep your books current, providing financial snapshots that prevent year-end surprises and hidden costs.
Accelerating Business Success
1. Link Data
2. I Organize
3. See Profits
Scan receipts instantly from any job site. Stop hauling around paper boxes.
I validate every transaction so your books are ready for tax preparation.
Review simple dashboards that highlight your weekly stats and job costs.
Hiring a professional who understands trade and construction workflows saved my business. The flat rate is perfect for my budget and the system is simple.
— Field Director
Boost your earnings. Contact me for a private balance review or check my plans to book a flat monthly rate.
IN: Bradenton, FL
