GROWTH — Ongoing Monthly Bookkeeping
Our GROWTH packages provide ongoing monthly bookkeeping to help your business stay organized, accurate, and up to date. From routine transaction categorization and account reconciliation to monthly financial reporting, we'll help you maintain a clearer picture of your business's financial health.
Whether you need straightforward monthly support or more comprehensive bookkeeping as your business grows, we'll help you establish a consistent process you can rely on.
New Growth
Low volume
Ongoing monthly bookkeeping- Up to 50 transactions per month, capped at 600 transactions annually
$375/mo
Fresh Bloom
Medium volume
Ongoing monthly bookkeeping- Up to 100 transactions per month, capped at 1,200 transactions annually
$450/ mo
Steady Growth
High volume
Ongoing monthly bookkeeping- Up to 200 transactions per month, capped at 2,400 transactions annually
$600/ mo
What's Included in Every GROWTH Package?
Each GROWTH package includes ongoing monthly bookkeeping services, as applicable to your business's needs and the agreed scope:
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Monthly Transaction Categorization— Categorization and review of business transactions to keep financial records organized and up to date.
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Ongoing Bookkeeping Review — Review of bookkeeping records for accuracy and consistency, with corrections as needed within the agreed scope.
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Bank & Credit Card Reconciliation — Reconciliation of applicable accounts, including reconciliation reports.
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CPA Review Preparation — Preparation of financial reports and supporting documentation for CPA review.
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Financial Reporting — Monthly financial reports may include:
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Profit & Loss Statement
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Balance Sheet
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Trial Balance
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General Ledger
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General Journal Entries
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Adjusting Journal Entries
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Additional Services & Reporting Guidelines
Your monthly GROWTH package covers the bookkeeping services outlined above, within the transaction limits and agreed scope of your selected package.
Services Not Included: Sales and use tax filing, payroll processing and payroll tax filing, accounts payable or receivable processing, business license services, and other specialized administrative services are not included in a standard GROWTH package unless specifically listed in your accepted proposal or written service agreement. Additional services require prior approval and may incur additional fees.
Financial Reporting: Reports are provided to the designated client contact unless otherwise agreed in writing. Reports will not be sent directly to a CPA without the client's written authorization.
Need a More Customized Bookkeeping Solution?
Every business is different. If your transaction volume exceeds the annual limit of a standard GROWTH package, or you need additional services beyond routine monthly bookkeeping, Cultivate offers a flexible, customized monthly solution.
Cultivate offers three customized monthly packages: Cultivate Start, starting at $375/month; Cultivate Light, starting at $450/month; and Cultivate Growth, starting at $600/month. Optional additional services can be selected to fit your business's needs. Final pricing is based on transaction volume, complexity, and the services included in your customized package.
Annual Transaction Limits
Each GROWTH package has a defined annual transaction cap. If your business exceeds its selected package limit or needs additional bookkeeping services, Cultivate offers customized monthly bookkeeping solutions with optional add-on services. Custom pricing is based on transaction volume, complexity, and the services needed.