Individuals

Individual Introductory Consultation
Available Online
30-minute complimentary video consultation tailored to your personal financial needs.
30 min
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Bookkeeping for Individuals
Organized monthly bookkeeping with reports for up to 100 transactions.
3 hr
250 US dollars
Budgeting & Cash Flow Setup
Customized budgets designed to reach your goals.
6 hr
350 US dollars
Bill Pay & Expense Tracking
Organized bill pay and expense management made easy.
4 hr
350 US dollars
Financial Organization Base Package
Organize one year of records up to 200 receipts.
7 hr
500 US dollars
Complex Financial Organization Package
For records over 500 receipts or missing documentation.
15 hr
1,000 US dollars
Add-On: Personal Financial Statements
Professional statements for loans, planning, and more
3 hr
200 US dollars
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Add-On: 100 Additional Transactions
Keep books accurate when volume exceeds limits
2 hr
75 US dollars
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Add-On: Additional Account
Reconciliation of an additional bank or credit card account for one month
2 hr
50 US dollars
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Add-On: Additional 20 Bills per Month
Manage more bills with ease each month
1 hr
50 US dollars
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Individual Introductory Consultation