Package Overview
We tailor our bookkeeping services around your unique business, budget, goals, and processes. Our bookkeeping services are more cost-effective and secure than hiring a traditional, in-house bookkeeper. Whether you’re a small start-up or an established business, we offer customized pricing specifically for you.
We utilize QuickBooks, the leading small business bookkeeping software, to help your business stay organized, focused, and prepared for the future.
Essential Bookkeeping
(For interior designers, architects, and landscape designers needing basic financial tracking)
💲Starting at $1,000+/month
✅ Categorization & reconciliation of up to 3 bank/credit card accounts
✅ Monthly financial reports (P&L, Balance Sheet)
✅ Email support
✅ Compliance checkups (basic tax prep readiness)
✅ Project-based expense tracking
Ideal for: Solo designers, small studios, and firms with minimal transaction complexity
Growth Bookkeeping
(For growing interior design, architecture, and landscape design firms needing deeper financial management)
💲Starting at $2,500+/month
Everything in Essential Bookkeeping PLUS:
✅ Reconciliation for up to 5 accounts
✅ Accounts payable & receivable tracking
✅ Monthly financial strategy call (30 min)
✅ Cash flow management assistance
✅ Job costing & budget tracking for client projects
✅ Vendor and supplier payment management
Ideal for: Design studios, architecture firms, and landscape businesses managing multiple client projects and vendor relationships
CFO+ Advisory Package
(For established firms needing strategic financial insights)
💲Starting at $5000+/month
Everything in Growth Bookkeeping, PLUS:
✅ Unlimited accounts reconciliation
✅ Budgeting & forecasting tailored to project cycles
✅ Custom financial reports & KPI tracking for project profitability
✅ Quarterly tax strategy session
✅ Dedicated advisory support with financial planning for high-end projects
✅ Cash flow forecasting specific to seasonal project fluctuations
Ideal for: Large firms, high-end design studios, and multi-entity businesses needing advanced financial strategy
Add Ons
We will prepare your US payroll to meet US employment tax requirements.
Payroll Setup & Management
Calculate and track accrued vacation and sick time or other benefits
Online portal to access to paychecks and year end forms
Payables management using Dext (formerly Receipt Bank)
Client invoice creation
Prepare monthly client statements/receivable reports
Expense Reimbursements
New Company LLC Formation Services
Software setup and training of software package.
Sales Tax Filing/Management
Historical Clean Up
Advisory
Job Costing
1099 Filing & Vendor Management
Sales Tax Filings
Project-based financial analysis & profitability tracking