Our Packages
The Solo Agent Package
💡 Perfect for solo agents who need reliable bookkeeping without a monthly commitment.
✔ Quarterly Bookkeeping Package – Categorization of income & expenses, bank reconciliations, and clear financial statements.
✔ Commission Entry – We ensure your commissions are properly recorded in your accounting software.
✔ Audit-Ready Books – Stay organized and tax-season-ready.
✔ Access to Client Portal – A secure, all-in-one place to upload statements and manage bookkeeping needs.
✔ Add-On Services – Need receipt management? We offer it for just $100 per quarter.
💰 Flat fee: $600/Quarter
The Next Level Package
💡 Perfect for agents managing a growing team who need hands-on financial support and file management.
✔ Full Monthly Bookkeeping – Categorization, reconciliations, and real-time insights.
✔ Monthly Financial Reports – Know exactly where your business stands every month.
✔ Payroll Processing – Hassle-free payroll for you and your growing team.4
✔ Commission Entry – We ensure your commissions are properly recorded in your accounting software.
✔ Receipt Tracking INCLUDED – No more worrying about organizing receipts.
✔ Audit-Ready Books – IRS compliance and tax prep made easy.
✔ Access to Keeper App – A secure place to upload statements and manage bookkeeping needs.
💰 Starting at $500/month