Bookkeeping Tiers
Find a monthly solution that's tailored to your businesses current needs.
Essentials
Starting at $300+/month
Who it's for:
Small businesses with light monthly activity who need organized books and clear monthly reporting.
Includes:
- Up to 75 monthly transactions
- 1-2 bank/credit card reconciliations
- Monthly Financial Statements
- Detailed expense categorization
- Email support
- Basic insurance review (ensure premiums, coverage, & payments recorded correctly)
- Ongoing income & expense tracking
- Monthly review to ensure books stay tax-ready
Growth
Starting at $500+/month
Who it's for:
Businesses scaling their operations and seeking deeper financial visibility.
Includes:
- Up to 200 monthly transactions
- 2-4 reconciled accounts
- Payroll syncing & categorization
- Customized income & expense categories
- Cash flow overview report
- Quarterly 30-minute Zoom check-ins
- Email + limited phone support
- Personal finance strategies (for owners)
- Quarterly audit of financial trends (spending, profitability, tax planning prep)
Strategic
Starting at $1,500+/month
Who it's for:
Businesses with high volume, growing teams, or those needing hands-on financial guidance and accountability.
Includes:
- Up to 500 monthly transactions
- 5+ reconciled bank/credit accounts
- Full Accounts Receivable tracking (invoicing, payment recording, aging reports)
- Full Accounts Payable tracking (bill entry, vendor management, payment scheduling)
- Budget creation + monthly forecasting updates
- Monthly strategy call (profitability review, owner compensation strategy, planning)
- Sales tax tracking & filing prep
- Profit First cash flow strategy setup + allocations
- Job-costing or class tracking (if applicable)
- Monthly anomaly audit (flagging errors, miscategorized items, or trends)
Contact us
Telephone: 615-852-5768
E-mail: foundationbookkeepingllc@gmail.com
4101 Charlotte Ave, Nashville, TN 37209
