SERVICES & PRICING
BOOKKEEPING SERVICES,
ADVISORY PARTNERSHIP.
BOOKKEEPING + ADVISORY.
DO I NEED BOTH?
In simple terms — a bookkeeper keeps you organized. An advisor helps you scale.
BOOKKEEPER
Categorizes income and expenses, reconciles bank accounts, and generates financial statements you can trust.
ADVISOR
Uses that data to analyze trends, strategize, and plan for the future of your business — taxes, cash, growth.
SERVICES OFFERED
BOOKKEEPING
A PICTURE OF THE PAST.
QUICKBOOKS CATCHUP & CLEANUP
Bring messy books current — quickly & accurately.
MONTHLY BOOKKEEPING
Categorization, reconciliation, reports by the 20th.
PAYROLL
Run payroll cleanly and stay on top of filings.
FINANCIAL REPORTING
Clear P&L, Balance Sheet, and custom Insights reports.
ADVISORY
A GUIDE INTO THE FUTURE.
STRATEGIC ROADMAP
A clear roadmap with monthly action steps.
P&L / CASH FLOW FORECASTING
"What-if?" scenario insights to engineer growth.
KPI DASHBOARD
The 3–5 numbers that actually steer your business.
PAY LESS TAX
Reduce your tax bill using real data.
PRICING
START WITH A FREE DISCOVERY CALL.
Potential clients are entitled to a FREE 30-minute discovery session.
Answer a few basic questions about your business to see if we'd be a good fit.
Bookkeeping
$
300
Starting rate
Best for businesses earning $100K+ annually
Specialty: real estate professionals
Monthly close & financial reports
Reports delivered by the 20th
Business Growth
$
1500
Starting rate
Coaching for $200K+ businesses
Selective — limited engagements
Proactive Growth Roadmap
Monthly KPI review & action steps checklist
Fill in this short form to get started.
SUCCESS STORIES
WHAT CLIENTS ARE SAYING
Backed by 100+ 5-star Google & ProAdvisor reviews.
We've worked with Ben for 3+ years. He is responsive and patient. His help has freed up our time to push the company forward. Highly recommended for his professionalism and expertise.
— George, Digital Marketer
Ben is always willing to answer questions and provide guidance, and he is quick to respond. We interviewed several companies before choosing to work with Ben. Great decision!
— Austin, Real Estate Investor
Ben is detail-oriented in a way that builds trust fast. If you're a small business owner who needs someone sharp, reliable, and easy to work with, Ben's your guy.
— Brian, Creative Designer