SERVICE PACKAGES

Start with what you need. Add support as you grow.

Our packages are designed around a bookkeeping-first relationship, with clear paths to add HR and operational services when they will create meaningful value.

Clear Ledger Essentials — Starting at $395/month

For small businesses needing dependable monthly bookkeeping. Includes up to 100 monthly transactions and three financial accounts, monthly reconciliations, transaction categorization, profit-and-loss statement, balance sheet, month-end review, email support, and year-end books prepared for the client’s tax professional.

Business Clarity — Starting at $695/month

Includes everything in Clear Ledger Essentials, up to 250 monthly transactions and five financial accounts, accounts payable and receivable oversight, payroll reconciliation, monthly cash-flow summary, customized reporting, a monthly consultation, and priority email support.

Growth Partner — Starting at $1,495/month

Includes everything in Business Clarity plus monthly HR and operational support hours, policy and employee-document guidance, onboarding and performance-process support, workflow review, a monthly leadership strategy meeting, and a quarterly business health review.

Every engagement begins with a complimentary needs assessment.

We review your systems, transaction volume, reporting expectations, team structure, and priorities before recommending a scope. All published fees are starting prices; final pricing is confirmed in a written proposal based on complexity and service requirements.

Additional services: Bookkeeping setup or cleanup starting at $750; historical catch-up bookkeeping quoted after review; HR or operational consulting at $150 per hour; employee handbook or policy projects starting at $1,250; and process documentation projects starting at $750.

QuickBooks subscriptions, payroll fees, tax preparation, cleanup work, and third-party costs are separate unless expressly included.

START WITH A CONVERSATION

Ready for a clearer view of your business?

Tell us where your business is today and where you want it to go. We’ll help identify the support that makes sense.

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