Bookkeeping- Book Cleanup- Business budgeting and forecasting- Cost accounting- Inventory services- Payroll- QuickBooks consulting- QuickBooks Payroll -QuickBooks setup -QuickBooks training- Startup consulting
What I do
Essentials — $399–$549/month
Best for: Solo plumbers/electricians, under ~$25K/month revenue
For solo owners & small crews who want clean books without the headache
Monthly bookkeeping (categorization & reconciliation)
Bank & credit card reconciliations
Monthly financial statements (P&L, Balance Sheet)
QuickBooks maintenance & support
Basic expense review for accuracy
Email support (48-hour response)
Essentials
Designed for solo owners and small service businesses who want their books handled properly — without spending time inside QuickBooks.
The Essentials package delivers clean, accurate monthly bookkeeping, dependable financial statements, and ongoing system maintenance so your numbers are always organized and up to date. Expenses are reviewed for accuracy, accounts are reconciled consistently, and your financial reports are ready when you need them.
This package is ideal for owners who want peace of mind, reliable compliance, and a solid financial foundation — without overcomplicating the process.
Growth — $699–$899/month ⭐ Most Popular
For growing service businesses that care about cash flow & margins
Everything in Essentials, plus:
Payroll coordination (QuickBooks Payroll supported)
Job & cost tracking setup (labor + materials)
Monthly budget vs. actual review
Cash flow visibility + expense insights
Quarterly forecasting check-ins
Priority email support (24-hour response)
Best for: 2–10 employees, multiple jobs running at once
Growth ⭐ Most Popular
Built for service-based businesses that are scaling and need clearer visibility into cash flow, labor costs, and job profitability.
The Growth package goes beyond clean books and focuses on helping you understand where your money is actually going. With payroll coordination, job and cost tracking, and regular budget reviews, this package gives you insight into how labor and materials impact your margins — not just what your bank balance says.
You’ll gain consistent cash flow visibility, clearer expense insights, and forward-looking support through quarterly forecasting check-ins, so you can make decisions with confidence as your business grows.
Best for: Service businesses with 2–10 employees managing multiple jobs who want better control over cash flow and margins.
Operator — $1,100–$1,500+/month
For owners who want clarity, control, and confident decisions
Everything in Growth, plus:
Advanced job costing & profitability tracking
Inventory tracking (materials, parts, COGS)
Monthly forecasting & trend analysis
Cost accounting insights by job or service line
Quarterly strategy call (pricing, hiring, growth)
Direct Slack or priority access
Best for: Multi-crew businesses, $750K–$3M+ revenue
Operator
The Operator package is designed for established service business owners who want full visibility into profitability — not just accurate books.
This level of support focuses on advanced job costing, inventory and materials tracking, and deeper cost accounting so you can see exactly which jobs, crews, and service lines are driving profit. With monthly forecasting and trend analysis, your numbers become a decision-making tool instead of a rear-view report.
Quarterly strategy calls provide space to review pricing, hiring, and growth plans with financial clarity, while direct access ensures you’re never waiting on answers when important decisions need to be made.
Best for: Multi-crew service businesses generating $750K–$3M+ in revenue that want clarity, control, and confident, data-driven growth.
Add-On & One-Time Services
Book Cleanup
Flat-rate pricing after review
QuickBooks Setup or Optimization
Starting at $500
QuickBooks Training
$125/hour
Startup Consulting
By proposal
One-time services are available independently or bundled with monthly support.