Bookkeeping Service Packages

Tailored Bookkeeping Plans for Every Stage of Your Business

Let's be honest: accurate books are just the beginning. At Ivory Balance Books, we go further. We're not here to just organize your transactions and disappear. We're dedicated to ensuring your financials actually make sense to you. We break down the numbers into clear insights so you can ditch the money stress, make smarter business decisions, and finally feel completely in control of your finances.

Explore our packages below to find the level of support and insight that's right for your unique service-based business. Each plan is built on a foundation of meticulous bookkeeping and a commitment to empowering you with financial clarity

✨ Essential Clarity Plan ✨

$250–$400/month

Accurate foundations, stress-free financial clarity

Perfect for:
✔️ Solopreneurs and early-stage service-based businesses (freelance writers, solo consultants, estheticians)
✔️ Businesses with up to 3 accounts and under 100 monthly transactions
✔️ Founders who want clean books, simple reports, and peace of mind

What’s Included:
📊 Monthly Bookkeeping

  • Bookkeeping in your cloud-based platform (QuickBooks Online, Xero, etc.)

  • Reconciliation for up to 2–3 accounts

  • Categorization of up to 100 monthly transactions

📁 Reports & Compliance

  • Monthly Profit & Loss + Balance Sheet via secure portal

  • Year-end summary reports for your tax preparer

  • Access to a secure client document portal

📬 Ongoing Support

  • Unlimited email support (1-business-day replies)

  • Quick report highlights if anything unexpected pops up

What You’ll Walk Away With:
✅ Clean, accurate books ready for tax time
✅ A better understanding of where your money’s going
✅ Time back to focus on your business, not spreadsheets
✅ A stress-free financial foundation you can grow from

🚀 Growth Partnership Plan 🚀

$450 - $700+/month

Bookkeeping + insights for businesses ready to level up

What’s Included (Everything in Essential +):
📊 Monthly Bookkeeping & Oversight

  • Reconciliation for up to 4–5 accounts (banks, credit cards, Stripe, PayPal, etc.)

  • Categorization of 101–300 transactions

  • Review and reconciliation of client-managed A/P and A/R

  • Best practices guidance for managing A/P & A/R in your software

📁 Enhanced Financial Reporting

  • Profit & Loss Statement (vs. Budget, if applicable)

  • Balance Sheet

  • Statement of Cash Flows

  • A/P and A/R Aging Summary Reviews (when client enters bills/invoices)

  • Year-end 1099 filing for up to 5 contractors

  • Payroll integration and mapping support (Gusto or similar)

📬 Ongoing Support & Insight Delivery

  • Monthly financial reports via secure portal

  • Monthly insights summary (written or Loom video) with key trends and takeaways

  • Quarterly strategic review call (45–60 min) to dive into performance, progress, and future goals

What You’ll Walk Away With:
✅ A clearer understanding of your financial drivers and revenue streams
✅ More confident decision-making backed by clean data and expert analysis
✅ Stronger cash flow awareness with A/P and A/R visibility
✅ Strategic insights delivered consistently—not just at year-end
✅ Support that grows with your business (without adding stress)

💎 Premium Strategic Partner Plan 💎

$800–$1500+/month

High-touch support and proactive strategy for businesses ready to scale with confidence

Perfect for:
✔️ Thriving agencies, consulting firms, and service-based businesses with complex financial needs
✔️ Businesses managing 8+ accounts, 300+ monthly transactions, or a growing team
✔️ Founders who want a strategic financial partner to guide decisions, not just deliver reports
✔️ Teams needing payroll, advanced reporting, forecasting, and CPA collaboration

What’s Included (Everything in Growth +):
📊 Advanced Bookkeeping & Payroll

  • Reconciliation for 8+ bank, credit, or processor accounts

  • Categorization of 300+ monthly transactions

  • Full-service payroll processing via Gusto (W-2 employees; price scales by headcount)

📈 Strategic Reporting & Forecasting

  • Detailed Budget vs. Actuals tracking and analysis

  • Cash flow forecasting and management support

  • Annual budget prep assistance and planning

📬 High-Touch Support

  • Priority response communication

  • Liaison with your CPA/tax team for seamless collaboration

  • Monthly insights via Loom video or written analysis

  • Monthly strategy calls (60–90 minutes) focused on financial performance, cash flow strategy, and business planning

What You’ll Walk Away With:
✅ A strategic financial partner who supports your big-picture goals
✅ Clean, accurate books backed by expert-level forecasting
✅ Confidence around cash flow and profitability
✅ Seamless payroll and CPA coordination
✅ Less overwhelm, more financial control, so you can grow
✅ A financial game plan that keeps up with your vision

Tailor Your Package with Our Add-On Services

We understand every business is unique. Enhance any package or address specific needs with our available add-on services. Discuss your specific requirements during your discovery call for a tailored solution.

  • Cloud Accounting Kickstart Session ($395): One-time expert setup & guidance for users of QBO, Xero, etc.

  • Historical Clean-Up & Catch-Up: Pricing based on scope and complexity. Custom Quote.

  • Receipt Management Service: Starting at $75/month for up to 50 receipts. Tiered pricing available.

  • State Payroll Tax Registration for Remote Employees: $150 - $250 per state (Flat Fee, Add-on to Gusto Payroll).

  • Sales Tax Management: Starting at $100/month per jurisdiction. Custom Quote for complex needs.

  • Advanced A/P or A/R Operational Support: Custom Quote or available as a Premium Plan enhancement.

  • Additional Accounts Bundle: e.g., $25−$50/month per additional 1-2 accounts.

  • Complex Software Integration Support: Custom Quote or Hourly.

Your Questions About Our Bookkeeping Services

  • We specialize in QuickBooks bookkeeping services and work exclusively with cloud-based platforms like QuickBooks Online. Whether you're a freelancer, coach, or small agency, our QuickBooks bookkeepers in the USA can manage your day-to-day bookkeeping, clean up your accounts, and help you make sense of your financials.

  • We love our local South Jordan and Salt Lake City clients, but we also provide virtual bookkeeping services to small businesses across the U.S. Whether you're looking for bookkeeping for online businesses, agencies, coaches, or freelancers, we deliver organized books, no matter your location.

  • Yes! We specialize in bookkeeping for small businesses and understand the unique needs of growing or solo operations. Our small business bookkeeping and small company bookkeeping packages are flexible, affordable, and designed to scale with you.

  • Absolutely. We work with founders all over the U.S. who need expert startup bookkeeping USA support. From setting up systems to tracking early-stage finances, we help startups build clean, scalable books from the beginning.

  • Item descriptionYes! We offer tailored solutions like bookkeeping for creatives, bookkeeping for coaches, bookkeeping for freelancers, bookkeeping for agencies, and bookkeeping for therapists. We understand the income models, expense types, and reporting needs that come with service-based businesses.

Let's Bring Clarity and

Insight to Your Business

Finances!

Choosing the right bookkeeping partner and service level is a crucial step toward achieving greater financial control and business growth. If you're ready to move beyond basic bookkeeping and gain actionable insights, or if you're still unsure which package best suits your needs, we're here to help.

Book a complimentary, no-obligation discovery call. We'll take the time to understand your unique business, your financial pain points, and your goals, then recommend the ideal level of support to empower your success.

Contact us

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