Most business owners don’t lack numbers—they lack understanding.
Spots are limited to ensure each client gets consistent financial insight and support.
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Ready to understand your numbers and make better financial decisions?
Let’s walk through what’s going on in your business and what to do next.
[Book Your Financial Clarity Call]
Review from Brian Wise, CPA, Lanham MD
Bookkeeping Packages and Pricing
For Business Coaches, Consultants & Owners
Basic Plan
- Monthly Bookkeeping
- Dedicated Bookkeeper
- Chats & Email Support
- Monthly P&L, Balance Sheet Reports
0-50 Transactions per month
(Includes 1 Bank Account, add $100/mo. for additional bank account)
$200 & up per month
Clarity Plan
(Most popular)
For business owners who need clean, reliable numbers
- Clean and organized financials
- Monthly reports
- Categorized transactions
- Reconciliation
- Phone, Chats & Email Support
- Monthly Bank & Credit Card Reconciliation
👉 So you can trust your numbers and see where your money is going
51 – 100 Transactions per month
(Includes 2 Bank Account, add $100/mo. for additional bank account)
Starting at $450 & /month -($450 setup fee)
Insight Plan
For business owners who want to understand their numbers
Everything in Clarity Plan, plus:
- Monthly financial insight summary
- Key trends and cash flow breakdown
- Simple explanations of your numbers
- Phone, Chats & Emails Support
- Weekly Transaction Processing
- Weekly Review – categorize & reconcile bank & credit card statement
- Monthly business consultations tailored to your needs for growth and optimization.101- 215 transactions per month
(Includes 3 Bank Account, add $100/mo. for additional bank account)
Starting at $750 /month
($750 setup fee)
👉 So you can clearly see if you’re making money and what needs attention
Growth Plan
For business owners ready to improve profitability
Everything in Insight Plan, plus:
- Monthly financial review support
- Guidance on what to adjust or improve
- Ongoing insight into your financial performance
- Categorize Transactions Daily
- Monthly Cash Flow Forecast
- Monthly Business Advice to grow business which includes business consultations tailored to your needs for growth and optimization and financial report explanation.
- Unlimited Phone, Chats & Email Support
- Strategy + Ongoing Support
👉 So you know exactly what to do next to increase profit
216 – 429 Transactions per month
(more than 420 transactions is an additional $3.50 per transaction)
(Includes 4 Bank Account, add $100/mo. for additional bank account)
Starting at $1500 / month – ($1500 Setup Fee)
