Explore our Service Tiers as well as Additional Services we Offer
Choose the Right Bookkeeping Partnership for Your Business
Your books should do more than keep you tax compliant—they should help you run a stronger business. We offer three monthly bookkeeping tiers built to support you at every stage, from foundational compliance to proactive financial guidance.
Our Essential package is perfect for businesses that need clean, tax-ready books. But for many of our growing clients, Growth is the best fit. It provides the added visibility, reporting, and proactive support needed to truly understand your financials, stay organized, and plan ahead with confidence.
Compare the options below to find the bookkeeping partnership that matches your business needs.
Below is a sampling of what each tier entails. We provide a comprehensive diagnostic review prior to choosing a service tier to ensure services are tailored exactly to your business’s needs.
Strategic
Starting at $997/month
This premium tier is for restaurants seeking an ongoing financial partner and strategic advisor. It offers monthly high-touch advisory meetings, comprehensive cash flow support, and process improvements, designed for significant growth and maximum financial insight.
Service Scope
Monthly Transaction Categorization & Reconciliation
Sales from POS systems recorded weekly or monthly
Daily is available with using a third party delivery system
Expanded Monthly Profit & Loss and Balance Sheet Reports & Metrics
Year-End Financial Reports for your Tax Professional
Advanced Class or Location Tracking*
Advanced Project Creation & Tracking*
Depreciation Schedule Creation & Tracking
W-9 Tracking & Maintenance
Monthly Financial Report Reviews with added Proactive Insights & Advisory Summary
Monthly 45-Minute Video Call
Priority Monthly Close
Enhanced Client Advisory Services
Budget to Actual Comparison (if QBO budget is available)
Cash Flow Planning Support and Discussions
Proactive Recommendations for Process Improvement
Growth
Starting at $597/month
This is the sweet spot for restaurant owners looking to move from simple compliance to proactive financial management. It includes enhanced tracking features (Class, Project, Depreciation), monthly detailed reporting with trend observations, and a scheduled quarterly meeting to keep you informed and help you spot issues early.
Service Scope
Monthly Transaction Categorization & Reconciliation
Sales from POS systems recorded weekly or monthly
Daily is available with using a third party delivery system
Enhanced Monthly Profit & Loss and Balance Sheet Reports
Year-End Financial Reports for your Tax Professional
Basic Class or Location Tracking*
Depreciation Schedule Creation & Tracking
W-9 Tracking & Maintenance
Monthly Financial Report Reviews with added Proactive Insights
Quarterly 30-Minute Video Call
Essentials
Starting at $397/month
This tier is ideal for new or established restaurant owners whose primary goal is accurate, compliant books for tax time. It covers core transaction tracking and reconciliations but is purely a record-keeping service with minimal discussion or advanced tracking.
Service Scope
Monthly Transaction Categorization & Reconciliation
Sales from POS systems recorded monthly
Simple Monthly Profit & Loss and Balance Sheet Reports
Year-End Financial Reports for your Tax Professional
Ad-Hoc Financial Meetings & Support
* A subscription to QBO Plus or Advanced is requiredEligibility & Customization: We’ve designed our packages to support most businesses—but not at the expense of accuracy. Clean, reliable books come first, always.
During onboarding, we assess your business’s complexity, transaction volume, and overall needs to make sure you’re set up with the right level of support. If things are a bit more involved than the Essential package allows, we’ll recommend the next best fit so your financials stay complete and stress-free.
As your business evolves, your bookkeeping should too—so we review all packages, scope, and pricing every six months to keep everything aligned.
Additional Services Offered
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Additional Services Offered ✷✷✷
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Whether you're months—or even years—behind, we specialize in bringing messy or incomplete books up to date quickly and accurately.
This service is perfect for you if:
You haven’t kept up with your bookkeeping and tax time is looming
You’ve switched bookkeepers or DIY’d for a while and need a reset
You’re applying for a loan or funding and need clean financials
You want accurate books before moving into monthly services
Here is a sampling of how we can help!
Transaction categorization and reconciliation for past periods
Clean-up of duplicate, missing, or mis-categorized entries
Organization of Fixed Assets, Liabilities, etc.
Setup or correction of your Chart of Accounts
Cleanup Product/Services, Customers, Vendors, etc.
Reporting and recommendations to move forward with confidence
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We’ll set up your QBO account correctly for a one-time fee and send a Loom video with basic how-to’s so you can get started.
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Stay compliant and stress-free—let us handle the complexity of sales tax so you can focus on running your business.
Our Sales Tax Filing services are offered with our growth or strategic plans and include:
Monthly, quarterly, or annual filings based on your state requirements
Accurate tracking and categorization of taxable vs. non-taxable sales
Registration and setup in your state’s sales tax system (if needed)
Timely submissions to avoid penalties and interest
Ongoing monitoring of filing deadlines and nexus thresholds
Multi-state filing support — if you file in more than five locations or have complex needs, we partner with TaxJar to ensure everything is handled with precision
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We help you stay on top of your bills and maintain strong vendor relationships by managing your payables with accuracy and timeliness.
Our A/P services are offered with our growth or strategic plans and include:
Processing and recording vendor bills
Payment scheduling based on due dates and cash flow
Weekly or bi-monthly bill pay runs (via platforms like Relay, Bill.com, etc.)
Tracking and organizing vendor W-9s and preparing 1099s
Maintaining a clean and organized A/P ledger
Communication with vendors as needed
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We keep your cash flow strong by helping you stay on top of what’s owed—and making it easy for your clients to pay on time.
Our A/R services are offered with our strategic plan and include include:
Creating and sending customer invoices
Setting up recurring invoices for retainer or subscription clients
Payment reminders and past-due follow-ups
Applying payments and reconciling deposits
Monthly A/R reporting so you know what’s outstanding
Support with platforms like QuickBooks, Keeper, or your CRM
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Not ready to hire a bookkeeper yet? Or just want to bounce around a few ideas? Our consulting services are designed for that.
Book a 50-Minute one-on-one session with us to ask questions, get advice, or work through specific bookkeeping challenges together. Prefer occasional check-ins? Schedule a quick quarterly call for a spot check and to review any technical questions about your reports.