Our Services
Professional bookkeeping and automation services tailored for growing businesses.
Modern Bookkeeping
Stay organized with bookkeeping that keeps up with your fast-moving business. Clear records, timely updates, and systems built for growth.
What We Take Care Of
Goal: This package is designed for steady, foundational bookkeeping — not full CFO or payroll.
- Transactions: Categorization, Vendor Rules, Automation
- Reconciliation: Bank/Cards + PayPal/Stripe
- Monthly Reports: P&L, Sales Tax Summary (Opt. Balance Sheet)
- Support: Email w/ 48-hr Response
- Setup: QBO, Bank Feeds, Dext, COA Check (Included in first invoice or charged as a separate small fee)
What Influences Your Price
Transaction Volume
- 0–300 tx/mo
- 300–600 tx/mo
- 600+ tx/mo
Platforms Used
- Simple (one bank + one credit card)
- Medium (multiple accounts)
- High volume / 3+ sources
Complexity
- Systems used (i.e. Square/Stripe/PayPal/etc)
- Number of Sales Channels
- Number of Bank Accounts
- Number of Categorization Issues
- Receipt Management
Support Level
- Weekly check-ins
- Phone Support
- Custom Reporting Cadence
- Custom KPI Dashboards
Smart Automation
Your AI & Automation Thought Partner. Technology should remove stress, not add it. We make automation simple, practical, and tailored to how you work.
Pricing for Outcomes, Not Inputs
Our Value-Based Promise: We price our engagements based on the measurable impact the solution provides to your business
Aligned Incentives: We are motivated to deliver the most efficient, high-performing solution possible, as fast as possible.
Total Transparency: You receive a fixed project price upfront. No "estimated hours," no surprise overages, and no creeping costs.
Determining Your Investment
The "ROI Anchor" Approach: We determine the price of a project by first quantifying the cost of the problem we are solving. We don't guess numbers; we calculate them with you.
Quantify the Inefficiency (The "Before" State)
We analyze your current workflow to calculate the "Annual Cost of Inefficiency."
- How many hours are currently wasted?
- What is the cost of human error?
- What revenue opportunities are being missed?
Define the Value (The "After" State)
We project the tangible savings and growth the automation will generate over the first 12 months.
The Investment
Your project fee is calculated as a fraction of that first year's value.
- This ensures the project pays for itself (usually within the first few months).
- After the break-even point, the efficiency gains become pure profit for your business.
Pricing Case Study
| Metric | Manual Process (The "Pain") |
Automated Solution (The "Gain") |
|---|---|---|
| Time Spent | 10 Hours / Week | 0 Hours / Week |
| Annual Hours | 520 Hours / Year | 520 Hours Reclaimed |
| Operation Costs | $20,800 per Year (Based on $40/hr rate) |
$0 Per Year |
| Implementation Costs | $0 | $3,000 (one-time fee) |
| YEAR 1 NET Impact | -$20,800 (Expense) | +$17,800 (Saving) |
Want to learn more about how we can help your business?