Elevate Package
Level Up Your Business with Extra Support
Take bookkeeping off your plate — and level up your back‑office support
The Elevate Package gives you confident, done‑for‑you bookkeeping + operational support so you can focus on running and growing your business without worrying about day‑to‑day financial tasks.
Whether you’re dealing with more transactions, expanding your staff, or simply tired of juggling financial admin, Elevate covers the details most business owners would rather not think about — with friendly support and reliable accuracy.
The Elevate Package includes everything in the Core Package, plus operational support that helps you run your business more smoothly:
Better Back‑Office Management
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Bill pay and payroll coordination delivered with a human touch
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Financial reporting that helps you see what’s going on without spreadsheet stress
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A partner who gets your business (and isn’t afraid to answer questions big or small)
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Who is Elevate For?
This package is perfect if:
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You handle your own invoicing but want help with the rest
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You’re ready to offload regular financial admin (bill pay and payroll)
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You want consistent, dependable bookkeeping + operational support
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You want more up-to-date numbers, not just a monthly report
More Frequent Bookkeeping = More Timely Insights
With our Elevate Package, we move from monthly to bi-weekly bookkeeping—which means your books are updated twice as often. You’ll have a clearer picture of your finances in near real-time, so you can make faster, smarter business decisions without waiting for month-end reports.
Now more than ever, you need to focus on your “zone of genius.” As your financial business partner, we’ll provide a complete view of your financial health while taking these tasks off your plate.
All Packages Include:
- Chart of Accounts Optimization: Through our signature approach, we reorganize your reports, so they're easier to read & understand.
- Monthly Bank & Credit Card Reconciliations
- Monthly Custom Financial Statements
- Annual Review & Adjustments
- Liaison to Tax Preparer
- Unlimited Phone & Email Support - including Advisory for All
- Secure (easy-to-access) Client Portal for Communication & Documents
- Preparation of Forms 1099
- QuickBooks Online Subscription Fee
Support When You Need It
Whether you're facing a tough decision, planning for growth, or just want a second set of eyes on your numbers, you can book a one-on-one session with our CEO, Katie Hanna, or an advisor on our team.
Core Package
prices starting at- Monthly Transaction Categorization
- Online Bill Pay & Accounts Payable
- Invoicing & Accounts Receivable
- Payroll (available as add-on)
- Paperless Bill & Receipt Management System (available as add-on)
Elevate Package
prices starting at- Bi-Weekly Transaction Categorization
- Bi-Weekly Online Bill Pay & Accounts Payable Management
- Bi-Weekly Payroll Management
- Paperless Bill & Receipt Management System
- Client Invoicing & Accounts Receivable Management
Corporate Accounting Suite
prices starting at- Weekly Transaction Categorization
- Weekly Online Bill Pay & Accounts Payable Management
- Weekly Client Invoicing & Accounts Receivable Management
- Weekly or Bi-Weekly Payroll Management
- Paperless Bill & Receipt Management System
Add-On Services
Sales Taxes
If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.
Clean-up & Catch-up Bookkeeping
Fallen behind on your books? Don’t worry—we’ve seen it all. Whether it’s a few months or a few years, we’ll help you get caught up, cleaned up, and confidently back on track. No judgment—just clean books and a fresh start.
Advanced Tracking
Whether you have multiple locations, properties, or distinct business segments, our Advanced Tracking service ensures that your financial data is organized and classified according to your unique needs. For our Premium clients, this can include job-costing where we track and allocate expenses to specific projects or jobs, allowing you to accurately measure profitability, identify cost drivers, and make informed decisions to optimize project performance.
Tech & Workflow Consulting
Ever feel like there has to be a better way to do things? We’re here to help you work smarter, not harder. Whether you’re looking to streamline processes, explore new software, or improve how your systems talk to each other—we’ll help you find the right tools, build efficient workflows, and make sure everything integrates seamlessly.
Business Referrals
Not to brag or anything, but…we know people. We have relationships with several qualified and amazing CPAs in the area and we are happy to provide referrals to them for our clients. We also have referrals for all kinds of other business needs like payroll and marketing. Feel free to ask us about anything personal you are looking for as well—we have clients that are dog walkers, bakeries, local retail, etc.
Want to check out our other services?
Get the fundamentals
These are the essential bookkeeping services necessary to stay organized, compliant, and make informed financial decisions.
Your growing business deserves grown-up accounting
A fully managed, all-inclusive, white-labeled solution that handles all your accounting needs—so you can focus on growing your business.
Out with the old, in with the organized
Switching to QuickBooks Online? We’ll help you make a smooth transition from outdated software or messy files—so you can hit the ground running with confidence.
Real humans. Real support. Really accurate payroll.
Whether you prefer hands-on control or want it off your plate entirely, we have options to fit your team.