Monthly Bookkeeping for Simple Businesses

Perfect for businesses that are just getting established or have very simple monthly bookkeeping 

For businesses with approximately:

• Up to 75 monthly transactions 
• 1–2 financial accounts 
• Cash-basis bookkeeping 

Includes:

• Monthly transaction categorization 
• Monthly reconciliations 
• Profit & Loss and Balance Sheet 
• Secure digital files 
• Email support 
• Collaboration with your tax preparer 

Best for: New businesses, side businesses, and solo professionals who simply want accurate books without the stress.

Ongoing monthly bookkeeping for established solo businesses that want dependable support

For businesses with approximately:

• Up to 125 monthly transactions 
• 3–4 accounts 

Everything in Featherlight, plus:

• Quarterly financial review 
• Quarterly check-in 
• Chart of Accounts review 
• Annual books review before tax season 
• 1099 tracking (filing available as add-on) 
• Year-end adjustments provided by your tax preparer 

Best for: Established businesses that want to understand their numbers—not just record them.

Comprehensive bookkeeping for growing businesses that still have straightforward operations

For businesses with approximately:

• Up to 300 monthly transactions 
• 5–10 accounts 

Everything in Steady Flight, plus:

• Monthly review meeting 
• Customized reports 
• Loan tracking 
• Job or class tracking 
• AR/AP tracking (bill-pay management and receivables collection available as add-on)
• Additional financial guidance 

Best for: Busy business owners who want their bookkeeping handled proactively so they can stay focused.

A great option for seasonal income, low transaction volume, or owners who don't need monthly bookkeeping.

 Includes:

• Quarterly income and expense categorization
• Quarterly account reconciliation 
• Quarterly Profit & Loss and Balance Sheet
• One on One email support
• Communication and collaboration with your CPA/ tax preparer

Best for: Businesses with approximately up to 25 monthly transactions and 1-2 accounts. 

Available when you need them:

• 1099 filing 
• Bill pay assistance 
• Invoice management 
• Financial reporting 
• Sales tax support 
• App integrations 
• Chart of Accounts cleanup 
• Custom bookkeeping projects

Clean-Up Bookkeeping

Not sure your books are accurate?

I'll review your bookkeeping, identify issues, explain what's happening, and recommend the best path forward.

Catch-Up Bookkeeping

Behind on your books?

I'll bring your records current so you can move forward with confidence.