What We Do
Our Bundles
Essential Business Bundle
Our entry-level bundle combines monthly bookkeeping with the core compliance and year-end services that every small business needs. Designed for straightforward businesses with lower transaction volumes, this plan provides consistent, accurate books year-round without overcomplicating your financial management.
Bookkeeping
Monthly transaction categorization 1 bank/credit card reconciliation Monthly financial reports (P&L + Balance Sheet) Basic email support
Payroll
Biweekly or monthly payroll (up to 3 employees) Payroll tax filings (941s, 940) W-2s & 1099 tracking
Starting at: $350 – $500/month
Growth Business Bundle
Built for businesses that have moved beyond the basics and need more comprehensive financial support. The Growth Bundle includes everything in the Essential plan plus payroll processing, accounts receivable and payable management, and quarterly compliance filings.
Bookkeeping
Monthly bookkeeping (up to ~150 transactions) Up to 2–3 accounts reconciled A/P & A/R tracking (light) Monthly financial reports + review notes Client communication (ongoing support)
Payroll
Weekly or biweekly payroll Up to 10 employees Payroll tax filings + compliance PTO tracking New hire setup
Pricing: $550 – $850/month
Pro Business Bundle
Our most comprehensive plan for high-volume, project-based, or complex businesses that need full-service financial management. The Pro Bundle includes all Growth features plus deeper reporting, job costing, full payroll administration, all WA State compliance filings, year-end preparation, and direct CPA coordination.
Bookkeeping
Monthly bookkeeping (higher volume) Job costing & labor allocation Progress invoicing / retainage tracking Subcontractor tracking (1099s) Financial reports + job profitability insights
Payroll
Weekly payroll (common in trades) Job-costed payroll allocation Certified payroll (if applicable) Prevailing wage tracking (if needed)
Compliance Support
WA DOR guidance (or filing add-on) Clean records for audits/taxes
Pricing Guidance: $850 – $1,400/month
Full-Service Financial Management Bundle
The ultimate hands-off financial solution for established businesses that want complete, end-to-end financial management. Every service we offer is available within this bundle — bookkeeping, payroll, compliance, year-end, QuickBooks management, CPA coordination, and more.
Advanced Bookkeeping
Priority handling Monthly financial review call Cleanup adjustments as needed Cash flow insights
Payroll + Compliance
Full payroll management
WA Compliance filings:DOR (monthly/quarterly)
L&I (quarterly)
ESD (quarterly)
Advisory
Ongoing financial guidance Direct communication with agencies (when needed)
Pricing Guidance: $1,200 – $2,000+/month