
Phone: 858-761-3448
Email: steve.jin2023@outlook.com
Our Services

1
✨ Basic Package – $250/month
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Categorize transactions for Profit & Loss (P&L) and Schedule C
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Reconcile bank and credit card accounts each month
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Monthly financial reports: P&L and Balance Sheet
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Clear, reliable bookkeeping so you can focus on growing your business
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Best for:
Business owners who just need clean books and basic tax-ready reports.
2
🚀 Growth Package – $600/month
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Everything in Basic, plus:
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Detailed financial management: P&L, Balance Sheet, Accounts Payable (A/P), and Accounts Receivable (A/R)
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Monthly business consultation to review numbers, identify opportunities, and plan for growth
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Insights to improve cash flow and profitability
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Best for:
Businesses ready to level up with professional advice and structured financial tracking — but still managing their own invoicing and bill payments.
3
🏆 Advanced Package – $1,200/month
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Everything in Growth, plus:
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Full-service A/P & A/R management
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We create and send invoices to your clients
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We enter and schedule bills for payment
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We track and follow up on unpaid invoices
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We monitor outgoing payments to vendors and suppliers
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Monthly P&L and Balance Sheet delivery
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A true virtual bookkeeping department handling day-to-day financial operations
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Best for:
Owners who want to completely outsource their bookkeeping and focus on running their business without worrying about invoicing, bill pay, or chasing payments.
