The Core Package
Professional Financial Oversight for Established Businesses
The Reality: You’ve Outgrown Basic Data Entry
You’ve built an established, successful business generating at least $300k in gross revenue. But as your business grew, your financial complexity did too. If you’re like most of our Core clients, you’ve hit a ceiling with your current accounting setup:
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The Low-Skill Shortcut: You hired a cheap, entry-level bookkeeper who simply logs data but doesn’t actually understand accounting strategy—leaving your tax CPA to clean up a messy trail of errors at the end of the year.
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The High-Risk DIY Method: You’re still managing the books yourself using self-taught QuickBooks methods, but the stakes are now too high for “guessing” on categorization or compliance.
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The Clean-Up Cycle: You are tired of paying thousands of dollars for retrospective “catch-ups” because your day-to-day books aren’t being maintained to a professional standard.
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At this stage, you don’t need an administrative clerk. You need a highly trained, dedicated accounting team to ensure your foundational finances are flawless.
Expert Oversight, Flawless Books—Every Single Month
The Core Package is an investment in professional financial accuracy. We don’t just clear alerts in QuickBooks; we provide meticulous, high-standard oversight to protect your business and prepare you for your next phase of growth.
With the Core Package, our highly trained team handles:
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Expert Monthly Transaction Categorization: We accurately sort and structure your income and expenses so your chart of accounts is optimized.
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Meticulous Bank & Credit Card Reconciliations: We ensure every single dollar matches your statements perfectly across all accounts.
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CPA-Ready Year-End Books: We maintain your books to a high standard year-round, delivering flawless data to your tax preparer so you can maximize deductions without the stress.
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Accurate Monthly Financial Reporting: Receive professional Profit & Loss statements and Balance Sheets that you can actually trust to make business decisions.
Note: In the Core Package, you continue to run your daily invoicing and vendor bill payments, while our team steps in on the back end to provide elite financial reconciliation and structure.
Built for Businesses Ready to Upgrade Their Standards
The Core Package is custom-built for established businesses generating $300k+ in gross revenue that have graduated from basic bookkeeping.
If you are ready to stop micro-managing entry-level freelancers, abandon stressful DIY systems, and hand your books over to an experienced team that understands the details, welcome to a higher standard of support.
Elevate
prices starting at- Bi-weekly Precision Bookkeeping
- CPA-Standardized Review
- Secure Client Portal
- Tailored Financial Reports with Visual Dashboard
- Strategic Business Advisory
- 1099 Prep & Annual Tax-Ready Review
- Payroll (fees included)
- Bill Payment Management
- Project-based Accounting (available as add-on)
- Invoice Management
- White-labeled Communication
Core
prices starting at- Monthly Precision Bookkeeping
- CPA-Standardized Review
- Secure Client Portal
- Simplified Financial Reports with Visual Dashboard
- Strategic Business Advisory
- 1099 Prep & Annual Tax-Ready Review
- Payroll (available as add-on)
- Bill Payment Management
- Project-based Accounting (available as add-on)
- Invoice Management
- White-labeled Communication
Enterprise
prices starting at- Weekly Precision Bookkeeping
- CPA-Standardized Review
- Secure Client Portal
- Curated Financial Reports with Visual Dashboards
- Strategic Business Advisory
- 1099 Prep & Annual Tax-Ready Review
- Payroll (fees included)
- Bill Payment Management
- Project-based Accounting
- Invoice Management
- White-labeled Communication
The Process: How We Transition Your Books
Handing over your financials can feel daunting, which is why we’ve designed a seamless, stress-free onboarding process that protects your data and minimizes your time commitment.
Step 1: The Discovery & Financial Audit:
We review your current systems, accounting history, and pain points to map out a customized transition plan tailored to your operational workflow.
Step 2: Clean-Up & Tech Integration:
We clean up any historical discrepancies, optimize your chart of accounts, and streamline your software integrations (like payroll and invoicing tools) for peak efficiency.
Step 3: Executive Takeover:
Our team takes the reins of your daily and weekly financial tasks. You step out of the spreadsheets and back into the CEO chair, receiving clear, actionable financial reports every month.
FAQs
Why invest in professional bookkeeping over a low-cost freelancer?
Cheap bookkeeping often results in expensive clean-up bills from your CPA. We don’t just “input data.” Our highly trained team understands the nuances of tax-readiness, operational cash flows, and balance sheet accuracy. We fix the blind spots that entry-level clerks miss, saving you time, stress, and penalties.
Do you handle business tax preparation as well?
Our primary focus is ensuring your monthly operational accounting is flawless. However, we do offer integrated tax planning and preparation services exclusively for our monthly package clients. We are currently rolling this out on a selective basis—mention your tax needs during your discovery call, and we can discuss whether it’s the right fit for your business.
Will I still have access to my QuickBooks account?
Absolutely. You retain 100% master admin ownership of your QuickBooks Online account. Our team logs in securely through dedicated accountant access to perform our monthly work, keeping your data safe, transparent, and accessible to you at all times.
How much time will I need to spend on my bookkeeping once I hire you?
Remarkably little—that is the main benefit of upgrading to a highly trained team. Aside from a brief onboarding phase and answering the occasional quick question about an unusual transaction, you can expect to spend less than 15 minutes a month on your accounting. We handle the heavy lifting so you can stay focused on your business.