Services Pricing
Pricing for Financial Services
At Books & Business Solutions, our service packages are designed to give small business owners in Indianapolis and nationwide clear, predictable support for bookkeeping, tax strategy, and financial guidance.
Instead of confusing hourly billing, we offer straightforward service tiers so you know exactly what level of financial support your business receives. Whether you need reliable bookkeeping or strategic financial advisory, our packages are built to support businesses at every stage of growth.
Tier 1
Financial Clarity Foundation- Purpose: Establish financial clarity.
- Deliverables:
- Monthly Transaction categorization
- Bank and credit card reconciliations
- Monthly P&L + Balance Sheet + Cashflow Statement
- Year- end Financials for tax filing
- Basic email support (48 -72 hr response)
- What clients get
- Organized books
- Clear financial reports
- Basic understanding of your numbers
Tier 2
Financial Clarity Growth- Services include everything in Tier 1 plus:
- Monthly review for accuracy
- Fixed Asset Capitalization policy applied
- Basic Fixed Asset Tracking (NO Strategy)
- Quarterly financial review call
- Job costing / Project tagging (if applicable)
- Faster support (24 - 48 hrs)
- Client outcomes:
- Lower taxes
- Improved profitability
- Smarter financial decisions
Tier 3
Strategic Financial Advisory- We help you keep more of what you make
- Services typically include:
- Everything in Tier 2
- Monthly financial review + insights
- KPI tracking ( margin, labor %, etc.)
- Depreciation schedules
- Advanced Tax Strategies - Section 179 & bonus decisions
- Quarterly Tax planning
- Estimated Tax guidance
- Profit optimization strategies
- Cash flow forecasting & Budgeting
- Same - day / priority communication
- Client outcomes:
- Clear growth strategy
- Optimized taxes
- Data-driven decision making
Tier 4 — Custom Financial Advisory
Some businesses require more advanced financial support than a standard service package. Our custom advisory engagements are designed for established companies that need deeper financial strategy, ongoing tax planning, and executive-level guidance.
These engagements may include advanced financial forecasting, tax strategy development, cash flow optimization, and ongoing strategic consulting tailored to the needs of your organization.
Investing in Financial Clarity
Strong financial systems are not just an operational expense, they are an investment in the stability and growth of your business. With the right financial structure in place, business owners gain accurate insights, make better strategic decisions, and reduce the stress that often comes with managing finances alone.
At Books & Business Solutions, our goal is to provide more than basic bookkeeping. We deliver the financial organization, tax awareness, and strategic guidance that help businesses operate with clarity and confidence.
If you’re ready to move beyond guesswork and gain a clearer understanding of your numbers, we invite you to select the service tier that best fits your needs. Our team proudly supports entrepreneurs and professionals across Indianapolis who want reliable financial systems and smarter tax strategies.
