Our Tailored Packages

We understand that every business has different needs. That’s why we offer fully customizable bookkeeping packages, allowing you to choose the services that make the most sense for your business.

Take a Closer Look

Zen Essential Basic

Monthly Price: $500–$800 per month, depending on the complexity of your business and number of transactions.

Perfect for: Startups and small businesses.

Features:

  • QuickBooks setup and integration

  • Monthly transactions categorization and reconciliation of bank and credit card statements

  • Profit & Loss and Balance Sheet reports

  • Accounts payable/receivable tracking

  • Quarterly financial health check-ins

  • Email support for financial inquiries.

  • Monthly Meetings

Zen Essential Growth

Monthly Price: $800–$1200 per month, depending on the size and complexity of the business.

Perfect for: Growing businesses with increasing financial needs.

Features:

  • Enjoy everything in our Zen Essential Basic, plus

  • Catch/Clean Up Books

  • Customize Financial Reports

  • Monthly Financial Performance Reviews

  • Tax Preparation Support

  • Budgeting Support for upcoming quarter

  • Quarterly Advisory meetings to review business performance and adjust strategies

Zen Essential Elite

Monthly Price: $1200–$2500+ per month, depending on the scope of services and the size of your business

Perfect for: Great for established businesses seeking comprehensive financial management.

Features:

  • Enjoy everything in our Zen Essential Basic and Zen Essential Growth Packages, plus

  • Weekly  transactions management and reconciliation

  • Bi Weekly Meetings

  • Financial Forecasting and Budgeting.

  • Multi-Account Management.

  • Job cost analysis (for businesses with project-based or job-based costs)

  • Ongoing Financial Advisory services (monthly or as-needed consultations)