SMART STRATEGIES. SIMPLE SOLUTIONS. REAL RESULTS.
Choose Your Path
Every business is different. Choose the Path that fits where you are today and move up whenever you’re ready.
Minimal Path
Perfect for:
New businesses with light monthly activity that need accurate books without paying for services they don’t need.
Included:
✓ Transaction Categorization
✓ Monthly Profit & Loss
✓ Annual Tax-Ready Financials
✓ Email Support
✓ Up to 40 monthly transactions
$55/month
Start simple. Upgrade anytime as your business grows.
Business shouldn’t feel overwhelming.
Business owners want straightforward answers, organized records and practical systems. They don’t want confusing accounting jargon or expensive software they pay someone else to operate for them.
Gentle Path
Perfect for:
Growing businesses that need monthly reconciliations, expanded reporting and a little more financial insight.
Everything in Minimal Path Included, PLUS:
✓ Monthly Account Reconciliation (1 Account)
✓ Expanded Monthly Reporting
✓ Quarterly Financial Insights
✓ Up to 75 monthly transactions
$75/month
Build confidence with organized books and reliable monthly reporting.
Know Exactly What You’re Paying For
With Systems That Grow With You Whenever Your Business Is Ready.
Clear Path
Perfect for:
Established businesses that want deeper financial visibility and regular guidance.
Everything in Gentle Path Included, PLUS:
✓ Monthly Balance Sheet
✓ Two (2) Account Reconciliations
✓ Monthly Financial Review Call
✓ Trend Tracking & Reporting
✓ Up to 150 monthly transactions.
$125/month
Make informed decisions with deeper financial visibility.
Challenging “One-Size-Fits-All” Standard
Flat-Fee Pricing. No Required Software Subscriptions. Ever.
Smooth Path
Perfect for:
Growing businesses that need additional capacity, organization, and financial support.
Everything in Clear Path Included, PLUS:
✓ Three (3) Account Reconciliations
✓ Enhanced Financial Reporting
✓ Greater Transaction Capacity
✓ Up to 250 monthly transactions
$225/month
Spend less time managing paperwork and more time running your business.
MORE THAN BOOKKEEPING
Practical business support from startup to success.
Effortless Path
Perfect for:
Businesses that want full-service bookkeeping with proactive financial support.
Everything in Smooth Path Included, PLUS:
✓ Weekly Transaction Reviews
✓ Up to Five (5) Account Reconciliations
✓ Weekly Consultation Calls
✓ Advanced Financial Reporting
✓ Priority Email Support
✓ Up to 400 monthly transactions
$375/month
I’ll handle the books so you can focus on growing your business.
Compare Monthly Bookkeeping Services
| Feature | Minimal | Gentle | Clear | Smooth | Effortless |
|---|---|---|---|---|---|
| Monthly Transactions | 40 | 75 | 150 | 250 | 400 |
| Transaction Categorization | ✓ | ✓ | ✓ | ✓ | ✓ |
| Monthly Profit & Loss | ✓ | ✓ | ✓ | ✓ | ✓ |
| Annual Tax-Ready Financials | ✓ | ✓ | ✓ | ✓ | ✓ |
| Email Support | ✓ | ✓ | ✓ | ✓ | ✓ |
| Account Reconciliation | — | 1 | 2 | 3 | 5 |
| Monthly Balance Sheet | — | — | ✓ | ✓ | ✓ |
| Quarterly Insights | — | ✓ | ✓ | ✓ | ✓ |
| Monthly Review Call | — | — | ✓ | ✓ | ✓ |
| Weekly Reviews | — | — | — | — | ✓ |
| Weekly Consultation | — | — | — | — | ✓ |
| Priority Support | — | — | — | — | ✓ |
Questions are Free. Bad Bookkeeping is expensive.
Launch Path
Build your business on a solid foundation with professional setup, organized systems, and practical guidance from day one.
What’s Included
✓ Business Registration Assistance (LLC)
✓ EIN Registration Assistance
✓ Operating Agreement Preparation
✓ Business Banking Guidance
✓ Business Records Organization
✓ Business Structure Guidance
✓ Domain Registration Guidance
✓ Professional Email Setup Guidance
✓ Google Business Profile Guidance
✓ Payment Processing Setup Guidance
✓ Invoice Template Setup Guidance
✓ Launch Completion Package
$150 PLUS State & Third Party Fees
Starting a business involves more than filing paperwork.
Leave The Estimating To The Jobsite, Not Your Bookkeeping Bill.
Build Path
Construction project tracking, job costing, and business systems designed to help you stay organized from estimate to completion.
What’s Included
✓ Project Setup & Organization
✓ Job Cost Tracking
✓ Budget vs. Actual Reporting
✓ Material & Labor Tracking
✓ Subcontractor Tracking
✓ Project Progress Reporting
✓ Owner Dashboard
✓ Project Financial Snapshot
✓ Change Order Tracking (if applicable)
✓ Monthly Project Review
Tier 1: $275 (1 Project, 3 Subcontractors)
Tier 2: $425 (2 Projects, 6 Subcontractors)
Each additional Tier/Project adds $150 monthly and allows tracking for 3 additional Subcontractors.
Where did the money go?
Predictable Pricing is the Foundation of Keeping Business Pretty Simple!
Flat-Fee Bookkeeping. No Guessing. No Surprises.
Support Path
Professional invoicing and payment tracking help you spend less time following up and more time growing your business.
What’s Included
✓ Professional Invoice Preparation
✓ Invoice Delivery
✓ Payment Tracking
✓ Customer Payment Status Monitoring
✓ Past Due Invoice Follow-Up
✓ Payment Processing Support
✓ Customer Payment Reporting
✓ Outstanding Invoice Summary
One-Time Setup Fee + First Invoice: $95
Each Additional Invoice: $20
You did the work. Getting paid shouldn’t be the hard part.
The most expensive misunderstanding is the one that wasn’t written down.
Scout Path
Property research and investment analysis designed to help you evaluate opportunities before committing your time and money.
What’s Included
✓ Property Research
✓ Public Records Review
✓ Ownership Verification
✓ Parcel & Tax Information
✓ Property Snapshot
✓ Preliminary Property Assessment
✓ Estimated Rehab Budget
✓ Estimated After Repair Value (ARV)
✓ Investment Analysis
✓ ROI & MAO Calculations
✓ Risk Factors & Considerations
✓ Professional Investor Report
Upgrade Anytime
One Property: $35/One-Time
Monthly Retainer w/up to 10 Properties: $200/Monthly
Monthly Retainer w/unlimited Properties: $350/Monthly
Make your next investment decision with organized research and practical analysis.
ready to get started?
Scope Path
Professional proposals, agreements, and project documentation that help you define the work, set expectations, and protect your business before the project begins.
What’s Included
✓ Professional Proposal Preparation
✓ Scope of Work Documentation
✓ Contractor Agreements
✓ Investor Agreements
✓ Homeowner Agreements
✓ Subcontractor Agreements
✓ Payment Schedule Development
✓ Project Terms & Conditions
✓ Change Order Documentation
✓ Supporting Exhibits & Attachments
Tier 1 – Simple Deal Package Setup + 1 Document: $275
Tier 2 – Standard Deal Package Setup + 1 Document: $375
Tier 3 – Complex Deal Package Setup + 1 Document: $500
Where did the money go?