So here's the deal.

  • More than anything, we want you to be empowered to make the best decision for your business regarding bookkeeping services. To do that, we have laid out the three packages we offer based on YOUR individual needs.

  • If you have any questions about the benefits to each package, we would be MORE than happy to talk you through it.

Choose Your Package

CYPRESS

To meet the most basic needs, we foster a strong foundation rooted in the fundamentals of reporting and tax prep.

starting at $495

  • Tax Prep Reporting and Tax Professional Liaison

  • Up to 175 transaction/month in up to 5 bank accounts

  • Custom pricing available for additional bank accounts and transactions

  • 3 fundamental reports to help you understand your finances (Balance Sheet, Income Statement, Statement of Cash Flows)

  • Monthly check-in to discuss reports and business goals

  • Accounts payable and/or accounts receivable - Limit 25 transactions per month

SILVER MAPLE

With more in-depth reporting and analysis, we partner with you to see the deeper connections between the business you've built and the numbers it produces.

starting at $1495

  • Everything included in the Cypress Package PLUS

  • Up to 500 transactions/month in up to 7 financial accounts

    • Custom pricing available for additional financial accounts

  • Up to 25 additional financial reports tailored to your organization’s needs

  • Monthly check-in to discuss reports and business goals

  • Quarterly Business Consultation based on reporting insights and business goals

  • Accounts payable and/or accounts receivable - Up to 350 transactions per month

  • Growth Focused Project Management (2 annual projects, 1 active project at a time)

  • Choose From:

    • Customer Success Implementation (Surveying, Testimonial and Online Review Cultivation, Mapping Customer Journeys, etc.)

    • Revenue Operations Analysis

    • Customized Projects for Business Growth

REDWOOD

If you have goals to grow and expand, this is the path to excellence. We will work alongside you to promote optimum profitability and take your business to the next level.

starting at $2995

  • Everything included in the Silver Maple Package PLUS

  • Unlimited transactions/month in up to 20 Financial accounts

    • Custom pricing available for additional bank accounts

  • Custom Reporting

    • Beyond accounting KPIs, we deliver dashboards/reports created and designed to your specifications, tracking financial or other custom metrics at your request. Examples can include:

      • Company Scorecards

      • Revenue per Employee

      • Revenue per Customer Segment

      • Cost per Sale

      • Even the most difficult metric can be measured, and used to improve your business

  • Accounts payable and/or accounts receivable - Limit 750 transactions per month

  • Monthly check-in to discuss reports and business goals

  • Quarterly Business Consultation based on reporting insights and business goals

  • Unlimited Growth Focused Project Management (1 active project at a time)

    • Choose from:

      • Organizational Branding

      • Website Optimization

      • Customer Success Implementation (Surveying, Testimonial and Online Review Cultivation, Mapping Customer Journeys, etc.)

        • Fractional CFO

      • Business Consultation

      • Revenue Operations Analysis

If you would like more information, set up a time to chat with us!

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Florence, SC | 843-269-4769

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