Service Packages

Choose the Level of Support Your Business Needs

Four clear paths — from foundational bookkeeping to a complete monthly accounting and back office environment.

Essential Accounting

Small businesses that need monthly bookkeeping and basic financial organization.

  • Monthly transaction categorization
  • Bank reconciliation
  • Income and expense tracking
  • Monthly financial summary
  • Tax-ready records
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Accounting Plus

Businesses that need bookkeeping, reports, and stronger monthly control.

  • Everything in Essential
  • Profit & Loss report
  • Balance Sheet review
  • Accounts payable/receivable organization
  • Monthly advisory summary
  • Tax preparation support
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Accounting System Implementation

Businesses that need QuickBooks or Odoo configured professionally.

  • QuickBooks or Odoo setup
  • Chart of accounts
  • Bank and account structure
  • Customer and vendor setup
  • Invoice and payment workflow
  • Reporting structure
  • Training session
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Recommended

Premium Back Office Environment

Businesses that want a complete monthly accounting and administrative support model.

  • Bookkeeping
  • QuickBooks or Odoo accounting management
  • Financial reports
  • Tax-ready documentation
  • Administrative organization
  • Vendor and client records
  • Monthly review
  • Business compliance support
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Next Step

Build a Cleaner, Smarter Accounting System for Your Business

From monthly bookkeeping to QuickBooks or Odoo implementation and tax-ready records, we help your business operate with more clarity and control.