Bookkeeping Services
Plans built around
Plans built around
your business
From day-to-day transaction recording to full comptroller-level oversight — choose the support that fits where you are today.
Silver Plan
The essential foundation — accurate books, reconciled accounts, and clean reports every month.
- Daily transaction recording
- Bank & credit card reconciliation
- 1099 management
- In-house financial reports
- CPA collaboration for tax prep
- Basic dashboard reporting
Most Popular
Gold Plan
Everything in Silver, plus hands-on management of your day-to-day financial operations.
Includes all Silver plan services
- Sales tax management
- Accounts payable management
- Cash management processes
- Expense management processes
- Standard dashboard reporting
Diamond Plan
Expert comptroller services tailored to your business — accounting, budgeting, and strategic oversight.
Includes all Gold plan services
- Comptroller-level accounting
- Budgeting & forecasting support
- Close CPA coordination
- Compliance & accuracy oversight
- Enhanced dashboard reporting
What’s included at each tier
| Feature | Silver | Gold | Diamond |
|---|---|---|---|
| Daily transaction recording | |||
| Bank & credit card reconciliation | |||
| 1099 management | |||
| In-house financial reports | |||
| CPA collaboration | |||
| Dashboard reporting | |||
| Accounts payable management | — | ||
| Sales tax management | — | ||
| Cash & expense management | — | ||
| Comptroller-level oversight | — | — | |
| Budgeting & forecasting | — | — |
“Jim made it possible for me to focus more on the end of my business, which I know about. I do not need to worry about the bookkeeping end. I run a small machine shop, and he does all my billing and other day-to-day services. He works well with my accountant. I am happy I found him.”Steve Irvine — Hi-Tech Turning and Milling
Not sure which plan is right for you?
We’ll talk through your business and help you find the right fit — no pressure, no obligation.
Mon., Tue. & Thu. · 10 am – 5 pm
DuBois, PA · Clarion, PA