Choose Your Package
Whether you need basic monthly bookkeeping, strategic insights, or CFO-level support, I have a package designed for where your business is right now
The Seedling
Basic Monthly Bookkeeping
For business owners making up to $100k per year who just need someone reliable to handle the books.
You don't need fancy reports or strategy calls yet - you just need clean, accurate bookkeeping so you can stop stressing about your finances and focus on what you do best!
Investment:
Starting at $300/month
Services Included:
Monthly Transaction Categorization - I'll record all your income and expenses properly in QuickBooks so you don't have to touch your books at all
Monthly Receipt Review/Management - Send me your receipts and I'll organize them in QuickBooks and match them to the right transactions
Month End Reconciliations - I'll make sure everything in your books matches your bank statements, so you know your numbers are accurate
Month End Reports - You'll receive your Profit & Loss, Balance Sheet, and Cash Flow statements every month, so you always know where you stand financially
Add Ons:
Sales Tax
Customized Reports
Accounts Receivable Review
Client Invoicing
Extensive Account Cleanup for the current year
*Price may vary depending on number of transactions & add ons
The Full Bloom
Monthly Bookkeeping + Financial Insights
For business owners making $100k-300k per year who want more than just reports. You want to actually understand your numbers and feel confident about your financial decisions.
With The Full Bloom, you'll get clean books, clear insights, and the guidance you need to make confident financial decisions.
Investment:
Starting at $550/month
Services Included:
Complete Monthly Bookkeeping - Everything in The Seedling (Transaction categorization, receipt management, bank reconciliations, and monthly reports)
Monthly Financial Summary - A summary of your numbers with charts to help you get a good idea of what’s happening in your business - not just raw Quickbooks reports
Monthly Insights - I'll tell you what I noticed this month, what to pay attention to, and give you 1-2 clear action items you can actually use
Quarterly 30 Minute Check-In Calls - Four times a year, we'll hop on a call to review your numbers, answer questions, and make sure you're on track
Email Support - Support for quick bookkeeping questions like "Can I expense this?" or "What does this mean?"
Year End Tax Time Reports - Organized year-end reports and all the documents you need for stress-free tax season
Add Ons:
Sales Tax
Customized Reports
Accounts Receivable Review
Client Invoicing
Extensive Account Cleanup for the current year
*Price may vary depending on number of transactions & add ons
The Harvest
Monthly Bookkeeping + Strategic CFO Services
For business owners making over $300k per year who are ready to move beyond bookkeeping and into strategic financial management.
With The Harvest, you'll get comprehensive financial management, monthly strategy sessions, cash flow forecasting, and a trusted partner invested in your success.
Investment:
Starting at $1,800/month
Services Included:
Complete Monthly Bookkeeping - Everything in The Seedling (Transaction categorization, receipt management, bank reconciliations, and monthly reports)
Comprehensive Monthly CFO Report - Your numbers broken down with detailed analysis, multiple charts, in-depth insights, and strategic recommendations
Custom Live Dashboard - Real-time access to your financial dashboard so you can check your numbers anytime, see budget vs. actuals, and track your KPIs
Monthly 45 Minute Strategy Call - We'll review your numbers together, discuss big decisions (hiring, investing in your business, pricing), and plan ahead strategically
Annual Budget Creation - A comprehensive budget with monthly revenue and expense targets so you know exactly what you're working toward
Quarterly Budget vs. Actual Reviews - See how you're tracking against your goals with detailed variance analysis and adjust your strategy as needed
Cash Flow Forecasting - Know what's coming 3-6 months ahead so you're never caught off guard by slow months, big expenses, or tax bills
Custom KPI Tracking - Track the metrics that matter most to your business
Email and DM Support - If you have quick questions like "Can I afford to hire?" "Should I invest in this?" "Is this expense normal?", I’m here!
Year End CPA Collaboration - I’ll work with your CPA to make sure you have all the documents you need
Add Ons:
Sales Tax
Customized Reports
Accounts Receivable Review
Client Invoicing
Extensive Account Cleanup for the current year
*Price may vary depending on number of transactions & add ons
Client Reviews
Taylor - Graphic Designer
Sarah is upbeat, positive, prompt, and an overall good human. I've loved working with her and feel confident having her at an arm's length whenever I'm struggling through the next big conundrum or situation within my business. Sarah is organized, thorough, and truly takes the time to understand the intricacies of your business. It is a wonderful feeling to know that someone else is accurately managing our books, and I look forward to a long and fruitful partnership with Fulton Bookkeeping!
Heidi - Masseuse
Having Sarah on my team as an accountability buddy has changed the way I look at money, business, and where I invest my time... Being at my part time job and working with you has given me an idea of what kind of money I need my business to pay me monthly. AND what I need to make in my business to make that happen. This is a big picture that I did not have before. And it feels great to have that insight! I feel like I can make informed decisions like never before. Before, decisions were made off of emotions, impulse buys, and wine!
Jessie- Copywriter
Sarah is part of the behind the scenes dream team that keeps my business afloat. Her monthly reporting is so thorough-- there's not one detail that she overlooks. She makes everything clear and easy to understand, so my business's finances never feel overwhelming.