Our services

Choose your Level of Support

Pal Essentials Package

Starting at $349/month

Designed for solo business owners and newer businesses needing reliable monthly bookkeeping support.

Includes:

30% off Quickbooks Subscription

Monthly bookkeeping

Account reconciliations

Monthly financial reports

Ongoing email support

Best for:

Freelancers

Solo entrepreneurs

Lower transaction volume businesses

Newer small service businesses

Why Clients Choose Your Business Pal

✔ Personalized support
✔ Clear communication
✔ Organized financial systems
✔ Reliable monthly reporting
✔ Judgment-free bookkeeping help
✔ A long-term partner focused on your growth

Industries We Support

We frequently work with:

• Contractors

• Home service businesses

• Consultants

• Real estate professionals

• Beauty professionals

• Wellness businesses

• Creative entrepreneurs

• Small local businesses

Ready to Get Organized?

Whether you need monthly bookkeeping, cleanup support, or guidance on where to start, we’re here to help.

Schedule Your Consultation

Let’s simplify your bookkeeping and give you more clarity and confidence in your business finances.

Catch-Up & Cleanup Pricing

Cleanup projects are priced separately based on:

Number of months behind, Transaction volume, Account complexity, Current condition of bookkeeping

Most cleanup projects begin at $995+

**A paid diagnostic review is required before providing a final price.

Behind on your books? We help bring everything up to date and organized properly. This service is ideal for businesses that:

• Haven’t reconciled accounts in months

• Have inaccurate financials

• Need cleanup before tax season

• Recently switched accountants/bookkeepers

• Feel overwhelmed by disorganized records

**Every cleanup project begins with a diagnostic review to assess the current condition of your books.

Catch-Up & Cleanup Bookkeeping

Consistent monthly bookkeeping to keep your finances organized, accurate, and up to date. Services may include:

• Transaction categorization

• Bank and credit card reconciliations

• Monthly financial reporting

• Profit & loss statements

• Balance sheet reporting

• Expense tracking

• Ongoing bookkeeping maintenance

• Email support

Full Cycle Bookkeeping

Support for businesses using QuickBooks Online.

Services may include:

• QuickBooks setup

• Account organization

• Cleanup assistance

• Workflow optimization

• Training and guidance

• Ongoing support

QuickBooks Support and Team Training

A professional review of your current bookkeeping systems to identify issues, inefficiencies, and opportunities for improvement.

During this review, we assess:

• Accuracy of current bookkeeping

• Missing transactions or reconciliations

• Cash flow concerns

• Reporting organization

• Bookkeeping workflow issues

• Recommended next steps

Diagnostic Financial Review

Pal Plus Package

Starting at $649/month

Our most popular Package Designed for growing businesses that need more hands-on financial organization and ongoing support.

Includes:

Everything in Pal Essentials

Accounts payable/receivable tracking

Expense tracking

Monthly financial review meeting

Additional account support

Best for:

Consultants

Landscaping

Realtors

Salon owners

Child Care Centers

Growing service businesses

Pal Premium Package

Starting at $1149+/month

For established businesses needing deeper financial oversight and ongoing strategic support to get to the next level.

Includes:

Everything in Pal Plus

Advanced reporting

Cash flow planning

KPI tracking

Receipt tracking

Payroll coordination

1099 tracking/preparation

Priority communication

Quarterly financial strategy sessions

Best for:

Larger team businesses

Higher transaction volume businesses

Businesses ready to scale