Choose the best plan for you.

We got you covered.

You’ve worked hard to get your business to where it is now, let us help you with scaling it to new heights.

Each package is customizable to fit your exact needs.

Every plan includes complimentary semi annual book reviews, chart of accounts clean up, and getting your bookkeeping streamlined in QuickBooks Online accounting software.

You can schedule your FREE alignment meeting below, and we can make sure we are a great match before we get started.

Do you need your books cleaned up?

Haven’t had bookkeeping services in the last year? We can get you cleaned up and on the right track, and then flow into a monthly package if you would like continuous help.

Our clean up service covers a full year’s worth of bookkeeping to bring your books to current, which includes:

  • Chart of Accounts Clean Up

  • Loans entered

  • Transactions categorized

  • Accounts reconciled

  • Profit & Loss and Balance Sheet Reports

This is a one time fee. Pricing can vary depending on the number of accounts, transaction volume, etc. Final price will be clearly outlined before we begin.

Financial Foundations Business Bookkeeping

Is your business growing and you’re struggling to keep up? This package was created with you in mind.

Our Financial Foundations Bookkeeping package includes the following services:

  • Monthly Reconciliations of all your business accounts (Checking, Credit Cards, and Savings).

  • Access to our secure portal, where you can message us with questions, upload documents, save receipts, and access your financial reports.

  • A monthly financial report including an overview of your business financials, Profit and Loss Statements, and Balance Sheets.

  • Ensuring accurate financial data to be submitted to a tax professional of your choice (psst, I have a few recommendations if you need)!

  • Annual Virtual Goal Review Meetings.

Starting at $500/month*

Financial Clarity Business Bookkeeping

Are you looking for more in depth financial reports than your typical Income Statement and Balance sheet? Do you need help with putting money aside for taxes?

Our Financial Clarity Bookkeeping package includes the following services:

  • Monthly Reconciliations of all your business accounts (Checking, Credit Cards, and Savings).

  • Access to our secure portal, where you can message us with questions, upload documents, save receipts, and access your financial reports.

  • A monthly financial report including an overview of your business financials, Profit and Loss Statements, Balance Sheets, AR/AP, and Cash Flow Statements.

  • Professional suggestions of how much to put aside for taxes, your profit distributions, and savings to help your business in your slower months based on the Profit First Accounting Method.

  • Ensuring accurate financial data to be submitted to a tax professional of your choice (psst, I have a few recommendations if you need)!

  • Semi-annual Virtual Goal Review Meetings.

Starting at $600/month*

Business Bookkeeping Add On Services

Are you wanting more from us than your financial reports and bookkeeping? We can help you with the following mundane business tasks to free up more of your time. These add on services are only available with a business bookkeeping package:

  • Payroll Processing; beginning at $150/month

  • 1099 Organization & Processing: beginning at $100/month**

Prosper with Professionals Business Advisory Services

DIY-ing your business bookkeeping—but wish you had a professional in your corner?
Many small business owners manage their own books but often hit a wall when questions come up about financial reports, categorizing expenses, or preparing for tax time. That’s where our Bookkeeping Advisory Service comes in.

With this package, you’ll have unlimited email support from a professional bookkeeper—so you’re never stuck guessing. Whether you're organizing your chart of accounts, navigating bookkeeping software, or unsure how to prepare for taxes, you’ll always have an expert to turn to.

Ideal for entrepreneurs and small business owners who want to stay hands-on with their financials but need reliable guidance to do it right.

Get peace of mind knowing expert bookkeeping help is just an email away.

$200/month

Need to schedule a one time video call for questions you have? Use the link below!

Aligned Wealth Personal Bookkeeping

Understanding your finances isn’t just for business owners! Are you looking for help setting a budget and working towards your goals? You have come to the right place.

Personal Bookkeeping Includes the following services:

  • Monthly Categorization & Reconciliation of all your personal accounts (Checking, Credit Cards, and Savings).

  • Access to our secure portal, where you can message us with questions, upload documents, and access your financial reports.

  • A monthly financial report showing your streams of income, expense categories, and goal tracking.

  • Annual Virtual Goal Review Meetings.

Starting at $300/month*

Balance & Beyond Business plus Personal Bookkeeping

If you’re looking for a comprehensive picture of your financials in one place, this is the service you need.

The Small Business & Personal Bookkeeping Package Includes everything from the Personal and Clarity packages.

Starting at $800/month*

Final pricing is determined by the number of accounts & transaction volume. Final pricing will be given before work has begun.*

Must begin contract prior to November of the year 1099s are being processed.**

Any questions?

  • While bookkeeping is necessary to help you maximize your tax write - offs, there are so many other benefits:

    • Helps catch fraud in real time, since your books are reviewed monthly.

    • Protects you in an audit.

    • Helps you see where you are now so you can plan where you are going.

    • All of your financial information is saved in one place. You can upload receipts, bank statements, view financial reports, and more in our secure portal that you have 24/7 access to.

  • No we do not, but I have some great preparers who I can refer you to!

  • Yay! First things first, schedule an Alignment Call so we can meet face to face (I promise I’m real), and we can make sure we are a great fit for your wants & needs.

    Next, I’ll send you your contract and onboarding invoice. Once those are signed, we can schedule your onboarding meeting and have you sign your ongoing invoice.

    During our onboarding call, we will make sure you’re set up in QuickBooks Online and have everything connected. We will review your goals, ambitions, and how we can best serve you.

  • For our small business bookkeeping, yes we only work with QuickBooks Online at this time.

  • We can help you with that! Mention in your Alignment call that you need help getting set up and we can work on it together.

  • There is no set commitment! The contract is month to month, we just have it to ensure everyone is on the same page in terms of services being provided, and what we need from you!