Focuses on the essential tools & services for foundational support.

Ideal for: Small businesses or freelancers just starting out.

Monthly Revenue Rate: $5,000 - $10,000/month

Services include:

• Recording daily transactions (income, expenses, etc.)

• Monthly bank reconciliation

• Basic financial reporting (profit & loss, balance sheet)

• Email support for general financial questions

Base Rate: $247/month

Focuses on the business' elevation with expanded & growth focused solutions.

Ideal for: Growing businesses needing more in-depth financial insights.

Monthly Revenue Rate: $10,000 - $25,000/month

Services include:

• All services from Tier 1 - Essence

• Accounts receivable & accounts payable management

• Budget creation and monitoring

• Quarterly tax preparation

• Monthly financial reports with analysis

Base Rate: $547/month

Designed for businesses requiring comprehensive bookkeeping with financial reporting, but no tax consulting.

Ideal for:

• Established businesses looking for full bookkeeping support with financial analysis without tax-related services

• Entrepreneurs who need thorough financial reports but already work with their own accountant or tax advisor

Monthly Revenue Rate: Over $26,000/month

Services include:

• All services from Tier 2 - Ascent

• Preparation of detailed financial reports (Profit & Loss, Balance Sheet, Cash Flow)

• Ongoing bank and credit card reconciliation

• Monthly or quarterly customized financial insights

• Dedicated email support for bookkeeping-related inquiries

• Referral to an accountant or CPA for tax consulting and filing

Base Rate: $997/month