Stepping Stones
Every business is on its own path—and our service bundles are designed to meet you wherever you are. Whether you're just starting out or refining your financial systems, you'll find a package that fits your current needs. We offer flat-rate monthly pricing for each tier, with select services also available at our standard hourly rate for added flexibility.
Explore your next step below and find the support that fits your journey.
Seedling
The Seedling package is designed for businesses that need a solid financial foundation without the complexity. It includes everything you need to stay organized and informed, with just the right amount of support to keep things running smoothly.
Included Services:
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Monthly transaction categorization & recording
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Monthly bank and/or credit card reconciliations
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Quarterly financial reports: Balance Sheet & Profit & Loss
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One 30-minute quarterly review meeting
Optional Add-On:
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Payroll service available upon request
Sprout
Sprout builds on the Seedling foundation with more frequent insights and added support. It’s designed for businesses that are starting to scale and need monthly visibility into their financial health, along with help managing day-to-day operations.
Included Services:
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Monthly transaction categorization & recording
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Monthly bank and/or credit card reconciliations
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Monthly financial reports: Balance Sheet, Profit & Loss, and Cash Flow
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One 30-minute monthly review meeting
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Accounts Payable (AP) Management
Optional Add-On:
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Payroll service available upon request
Sapling
Sapling is built for businesses that need more than just monthly bookkeeping—it’s for those ready to take a more proactive approach to their financial operations. This package includes everything in Sprout, plus added support for managing cash flow, collaborating with your CPA, and preparing for annual audits.
Included Services:
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Monthly transaction categorization & recording
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Monthly bank and/or credit card reconciliations
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Monthly financial reports: Balance Sheet, Profit & Loss, and Cash Flow
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Accounts Payable (AP) Management
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Accounts Receivable (AR) Management
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Cash Flow Management
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Annual collaboration with your CPA
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Annual workers’ comp audit support
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Monthly or bi-monthly review meetings (your choice)
Optional Add-Ons:
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Payroll service
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Sales tax reporting
Rooted
Rooted is designed for established businesses that need consistent, high-touch financial support and deeper insight into their operations. It includes everything in the Sapling package, with added strategic tools and weekly touch-points to help you stay proactive and informed.
Included Services:
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Weekly 30-minute review meetings (as requested)
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Weekly transaction categorization & recording
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Monthly bank and/or credit card reconciliations
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Weekly financial reports: Balance Sheet, Profit & Loss, and Cash Flow
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Accounts Payable (AP) Management
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Accounts Receivable (AR) Management
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Cash Flow Management + Monthly Cash Flow Analysis Review
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Annual collaboration with your CPA
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Annual workers’ comp audit support
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Annual budgeting & forecasting overview and analysis
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Annual overall profitability analysis
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Job, service, or project profitability analysis
Optional Add-Ons:
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Payroll service
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Inventory management
Payroll Services
Flexible Payroll Support for Businesses That Need a Hand
We understand that not every business needs full bookkeeping—but payroll still has to get done. Our standalone payroll services are designed for businesses that manage their own books but want reliable, professional payroll support. You can also add payroll to any of our bookkeeping bundles for a seamless experience.
Choose the Payroll Approach That Fits Your Workflow:
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In-House Payroll Processing
For businesses using systems like QuickBooks or Ambrook and filing taxes internally. We handle timesheet processing, payroll runs, and paycheck delivery—all within your existing setup. -
Third-Party Payroll Coordination
For businesses using providers like Gusto or Payroll Solutions. We calculate timesheets and submit payroll data directly to your chosen processor.
Optional Add-Ons:
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HR Assistant
Support with new hire reporting, terminations, documentation, policy handbooks, and more. -
Benefits Assistant
Coordination with your benefits provider during enrollments, renewals, and ongoing reporting.
How Pricing Works?
We offer flat monthly rates tailored to each business, based on the information you provide in our intake questionnaire and additional information obtained from you during your free consultation. This ensures every package is customized to your unique needs.
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Payroll pricing varies depending on your pay schedule, number of employees, and whether you choose in-house processing or a third-party provider.
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Prefer hourly billing? We’ve got that too.
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Flat monthly rate: Comes with a 12-month service agreement and offers a lower rate than hourly billing.
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Hourly rate: Month-to-month agreement for flexible support.
Ready to get started?
Click the box below to fill out our intake questionnaire and we’ll reach out to schedule your free consultation.