Bookkeeping
For
Small
Business
Your business is unique. We tailor a plan to your specific needs to make sure your QuickBooks works for your business. Below is the basic Green Tin Financial plan. Pricing is predicated on your specific situation. Fill out a contact form and we can come up with a plan and an estimate!
Monthly Service Options
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Monthly Service Options
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Monthly Service Options
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Monthly Service Options ✳︎ Monthly Service Options ✳︎ Monthly Service Options ✳︎
Just the Books
The Focus:
You need to know where your business’s money is coming from and where it is going.
Best for:
Solo operators
Small gyms
Service-based professionals (Example - Wedding Venues)
Includes:
Creation of QuickBooks Online account if not already available
Full income & expense categorization every month
Organized tracking for vendors and clients
A clean, custom Chart of Accounts
Monthly P&L, Balance Sheet, and Cash Flow reports sent straight to your inbox
Why you need it:
You work hard to keep your business running, make sure you actually have the numbers you need to sustain it.
Books & Dashboard
The Focus:
Money is a story and you need to customize it for your business.
Best for:
Growing solo operators and small teams (1-3 employees)
Local gyms and fitness studios
Service-based professionals (Example - Wedding Venues)
Includes:
Everything in Just the Books (QuickBooks setup, full monthly categorization, vendor/client management, and standard financial reports)
Equity Tracking added to your report package
Custom Monthly Dashboard created and emailed to you each month to track your business performance at a glance
Why you need it:
You work hard to keep your business running, make sure you have everything you need to sustain it, understand it, and stay in total control.
Books, Dashboard & Budget
The Focus:
If you have a team, or partners who need to see where the business is heading, this will give you the tools you need.
Best for:
Solo operators and family-owned businesses
Local gyms and service-based businesses
Businesses with small teams that need clear financial communication
Business owners preparing to expand, hire, or invest in the future
Includes:
Everything in Books & Dashboard (QuickBooks set up, full monthly bookkeeping, vendor/client management, standard reports, and your custom monthly dashboard)
Monthly Budgeting & Projections updated to track against your financial goals
Monthly Executive Slide Deck created to present clear financial updates to your team
Why you need it:
You work hard to keep your business running, make sure you have the numbers and tools you need to grow it and lead your team.