Growth Bookkeeping
Starting at $650 per month
Done-for-you bookkeeping with clarity and guidance.
Growth Bookkeeping is for business owners who want clean books and a better understanding of how their business is actually doing, without managing the books themselves.
You’ll get accurate monthly financials plus regular check-ins so you’re not guessing, Googling, or waiting until tax time to find out how things went.
What’s included
Everything in Essentials, plus:
Monthly financial statements (Profit & Loss and Balance Sheet)
Ongoing accuracy review and trend monitoring
Quarterly financial check-ins (call or recorded review)
Basic KPI tracking (revenue, expenses, net profit)
Tax-aware bookkeeping to flag items that may impact your tax bill
Email and portal support for questions and clarification
Is this a good fit?
This is a great fit if you’re thinking:
“I want to know where my money is going.”
“I want fewer tax surprises.”
“I don’t need a CFO, but I do want guidance.”
You may want to upgrade to Strategic / CFO Support if you’re making bigger decisions like hiring, changing pricing, or planning for growth..
Important notes
Payroll, sales tax filings, cleanup work, and software setup are not included and are quoted separately.
Tax preparation and tax planning will be quoted separately depending on your package and needs.
All clients receive clear scope boundaries to protect both your time and ours.