Boutique Advisory Plan

$0.00

The full, personalized bookkeeping and advisory experience.

Pricing Range:

  • $1,200 – $2,000/month (depending on scope)
    (Based on volume of transactions, # of accounts, and business complexity)

Includes everything in Advanced Plan, plus:

  • Monthly personalized financial review sessions

  • Financial goal-setting & strategy consultations

  • Internal controls and process improvement advice

  • Catch-up bookkeeping and account cleanup

  • Priority client support and communication

  • Industry-specific bookkeeping customization (optional)

The full, personalized bookkeeping and advisory experience.

Pricing Range:

  • $1,200 – $2,000/month (depending on scope)
    (Based on volume of transactions, # of accounts, and business complexity)

Includes everything in Advanced Plan, plus:

  • Monthly personalized financial review sessions

  • Financial goal-setting & strategy consultations

  • Internal controls and process improvement advice

  • Catch-up bookkeeping and account cleanup

  • Priority client support and communication

  • Industry-specific bookkeeping customization (optional)