Flat-Fee Bookkeeping for Small Businesses

Clear pricing. Calm finances. Books you can trust.

Running a business is hard enough without wondering what your bookkeeping bill will be this month. Our flat-fee bookkeeping services give you consistent, predictable pricing — and the confidence that your books are accurate, current, and tax-ready.

No hourly surprises. No scrambling at year-end. Just clean books and clear financial insight.

Why Flat-Fee Bookkeeping?

Most small business owners come to us after experiencing one (or all) of the following:

  • Hourly invoices that fluctuate every month

  • Hesitation to ask questions because “it might cost more”

  • Messy books caused by rushed or reactive bookkeeping

Flat-fee bookkeeping solves that. With a monthly flat rate, you know exactly what you’re paying — and exactly what you’re getting.

What’s Included?

Every flat-fee bookkeeping package includes the core work your business needs to stay financially healthy:

  • Monthly bank and credit card reconciliations

  • Accurate categorization of income and expenses

  • Review for errors, duplicates, and misclassifications

  • Monthly financial statements (Profit & Loss & Balance Sheet)

  • Clean, organized books ready for tax filing

  • Coordination with your CPA as needed

From there, we tailor your package based on complexity, transaction volume, and support needs.

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Bookkeeping Packages

  • A stable financial baseline handled with care.

    The Foundation package is designed for business owners whose finances are relatively straightforward but who want confidence that the essentials are being handled correctly.

    This is ideal if your transactions are limited, your systems are already set up, and you want a professional maintaining accuracy and consistency month to month — without added complexity.

    Best fit if you:

    • Are a solopreneur or very small business

    • Have predictable activity and clean processes

    • Want your books kept current and organized

    • Don’t need frequent check-ins or analysis

  • Thoughtful, full-service support for established businesses.

    The Growth package is our most common engagement. It’s ideal for business owners who want to stay tax-ready, informed, and supported, without managing the details themselves.

    Best fit if you:

    • Run an established small business

    • Want consistent monthly oversight

    • Value clean, CPA-ready financials

    • Want to ask questions without worrying about hourly fees

  • Elevated support and financial clarity for growing businesses

    The Advisory package is designed for businesses that want more than maintenance — they want context, insight, and an experienced set of eyes on their numbers.

    This level includes everything in the other packages, plus deeper review and higher-touch support to help you understand what your numbers are telling you.

    Best fit if you:

    • Are on accrual basis

    • Are growing or managing higher cash flow

    • Want help interpreting financial trends

    • Need proactive attention, not reactive fixes

    • Prefer a more hands-on, advisory relationship

    This package is for business owners who want confidence not just in accuracy, but in direction.

All packages are offered at a flat monthly fee based on your business size and complexity.
If your books are behind or need correction, we’ll begin with a one-time cleanup before moving into monthly support.

Not sure which level fits? Book a consultation and we’ll recommend the right approach.

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