Performance Books Bundle
Tier Type: Growth & Insight Focus. Organize. Optimize. Accelerate
Best For: Growing businesses, service companies, contractors, e-commerce sellers
Add-on Services may be subject to additional costs.
Advanced Bookkeeping
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Weekly transaction categorization
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Multi-Account reconciliation
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Accounts Payable Tracking
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Accounts Receivable Tracking
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Invoice Entry or Sync Review
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Payroll Journal Entry Posting (if payroll provider used)
Compliance & Tax Support
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1099 Vendor Tracking
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Sales Tax Tracking Reports
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Tax Preparer Coordination
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Document Organization for Tax Filing
Growth Website Design & Development
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4-7 Custom-Designed Pages
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Custom Brand Color & Typography Styling
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Basic UX Optimization
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Call-to-Action Strategy Placement
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2-3 Revision Rounds
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Social Media Integration
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Basic SEO Structure Set-Up
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Custom Functionality Integrations
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Booking Systems / Payment Gateways
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CRM Integration
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API Integrations (basic)
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Advanced Speed Optimization
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On-page SEO Implementation
Financial Reporting & Insights
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Monthly Financial Report Package
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P&L w/ comparisons
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Balance Sheet
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Cash Flow Statement
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Expense Trend Tracking
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Budget vs Actual Reporting
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KPI Tracking (customized by industry)
Support & Communication
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Priority Email & Schedule Call Support
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Monthly Review Meeting (optional)
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Financial Performance Summary & Notes
Optional Add-On Services
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Historical Catch-Up Bookkeeping
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Payroll Processing Coordination
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Sales Tax Filing
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1099 Filing(s)
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Bill Pay Services
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Invoice Creation & Customer Billing)
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Receipt Management Systems Set-Up
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Software Set-Up or Migration
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Financial Process Automation
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Website Monthly Management
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Social Media Management & Integrations