Strategic Bookkeeping

Keep your financial records accurate and up-to-date with our meticulous bookkeeping services. We handle all aspects of recording, organizing, and tracking your financial transactions, ensuring you have clear and concise records and reporting when you need it. Let us manage the details so you can focus on what you do best—running your business.

Jason Astwood

Your Personal Online Accountant / Fractional CFO / Tax Advisor

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PLANS

Solo Essentials

$350/month

Ideal For: Solo entrepreneurs, freelancers, and consultants generating under $250K/year.

✅ Services Included:

Monthly Bookkeeping
Categorization of up to 75 transactions/month
1 Business bank account + 1 credit card reconciled monthly
Secure cloud-based bookkeeping using QuickBooks Online or Xero
Monthly Financial Reports
Profit & Loss Statement
Balance Sheet
1-click PDF delivery every month
Basic Compliance Support
1099 contractor tracking (up to 3 vendors)
Monthly sales tax tracking for 1 state
Light Touch Support
Email-only support (72-hour response time)
1 scheduled review call every 6 months (optional)
Document Storage
Access to client portal for uploading receipts and documents
End-of-year books delivery for tax filing

⚠️ Not Included:

Invoicing or bill pay
Budgeting, forecasting, or cash flow analysis
Payroll processing
Tax preparation or planning
Advisory meetings or consulting

Foundation

$600/month

Ideal For: Startups, solopreneurs, and small service-based businesses with straightforward financials and under $500K in annual revenue.

✅ Services Included:

Monthly Bookkeeping
Transaction categorization (up to 100 transactions)
Monthly bank and credit card reconciliation (up to 2 accounts)
Monthly close-out and financial checks
Financial Reporting
Monthly Profit & Loss
Monthly Balance Sheet
Software Included
Access to cloud accounting software (QuickBooks Online or equivalent)
Basic Compliance Tracking
1099 contractor tracking (up to 5 vendors)
State sales tax tracking and reminders (1 state)
Support
Email support (48–72 hr response)
1 scheduled review call per quarter

⚠️ Not Included:

Invoicing, bill pay, or payroll
Forecasting, budgeting, or cash flow management
Tax preparation or planning

Growth

$900/month

Ideal For: Businesses doing $500K–$1.5M/year in revenue, with moderate transaction volume and light advisory needs.

✅ Services Included:

✅ Everything in Foundation Plan, PLUS:
Expanded Transactions
Categorization and reconciliation for up to 300 transactions/month
Up to 5 bank/credit card accounts
Accounts Payable & Receivable
Basic AP/AR tracking
Optional invoicing and bill entry (limited to 30 bills/invoices per month)
Financial Analysis
Monthly KPI summary dashboardBasic trend reporting (YOY/monthly comparisons)
Compliance Assistance1099 tracking (up to 10 vendors)
Sales tax tracking in up to 3 states
SupportEmail + phone support (24–48 hr response)
1 scheduled monthly review call

⚠️ Not Included:

Budgeting, forecasting, cash flow projections
Strategic tax planning or preparation

Clarity Premium

$1600/month

Ideal For: Companies with $1.5M–$5M+ in revenue, multiple accounts, and a need for high-level reporting.

✅ Services Included:

✅ Everything in Growth Plan, PLUS:
Increased Volume Capacity
Up to 600 categorized transactions/month
Up to 10 bank/credit card accounts
Cash Flow & Financial Forecasting
Monthly cash flow statement
Rolling 3–6 month projections
Advanced Financial Reports
Department/class/location-based reporting
Custom dashboards and metrics
Bookkeeping Integrations
Custom reporting from CRMs or job tracking systems (e.g. Jobber, ServiceTitan, Buildertrend, etc.)
Client Portal Access
Upload documents securely, access historical reports, and track deliverables
Support
Priority email/phone support (same-day response)
2x/month financial review or strategy calls with your dedicated bookkeeper

⚠️ Not Included:

Formal tax planning or preparation
Entity structure reviews or audit readiness

*Premium Add-On

Tax Planning Services

$5000+/annually

Depending on revenue, entity complexity, ownership structure, and deliverables.

✅ Services Included:

Deep-dive tax review and projection
Strategic recommendations for minimizing taxes legally
Custom-built tax strategy roadmap
S-Corp planning and reasonable comp analysis
Asset and depreciation planning
Multi-entity or multi-state strategy development
Audit risk minimization
Annual check-ins and quarterly reviews
⚙️ Custom Pricing Scenarios - For clients with high transaction volume, inventory management, multi-entity consolidations, payroll across states, or industry-specific requirements (e.g., construction, trucking, e-commerce), pricing will be customized during onboarding.

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Our Dedicated Experts

Jason Astwood, MBA, FSCP, LUTCF

Fractional CFO / Tax Strategist

As the Director of Union National Tax and the author of 'The S-Corp Playbook,' Jason is a seasoned financial and tax expert dedicated to assisting businesses. With extensive experience in financial planning and tax strategies, Jason specializes in optimizing financial health, managing cash flow, ensuring compliance, and offering personalized tax advice. His expertise contributes significantly to the business success and growth of many companies UNT works with.