Services
Bookkeeping Services
Financial Coaching/ Courses
BOOKKEEPING SERVICES
Starter
THIS IS FOR YOU IF:
You’re a solopreneurs or a micro-businesses with lighter monthly activity.
✓ Up to 100 transactions/month (across all accounts)
✓ Bank & credit card reconciliations (1 account)
✓ Categorization of income & expenses
✓ Monthly P&L and Balance Sheet
✓ Email support (48–72 hrs response)
No A/P or A/R included (available as an Add-On).
Do you have less than 40 transactions? Check out our Basic Package!
$425/mo
(Add-on are an option.)
Standard
THIS IS FOR YOU IF:
You‘re a business that need ongoing financial strategy, deeper insights, or has higher transaction volume.
Everything in Starter PLUS:
✓ Up to 400 transactions/month
✓ Bank & credit card reconciliations (2-3 accounts)
✓ Light A/R or A/P (Examples: sending invoices OR entering bills (up to 20 per month)
✓ Email support (24–48 hr response)
✓ Optional quarterly review meeting
$750/mo
(Add-on are an option.)
BASIC
THIS IS FOR YOU IF:
You‘re a small businesses starting out or an established business needing help keeping track of your bookkeeping on a monthly basis.
✓ Up to 40 transactions/month (across all accounts)
✓ Bank & credit card reconciliations (1 account)
✓ Categorization of income & expenses
✓ Monthly P&L and Balance Sheet
✓ Email support (48–72 hrs response)
No A/P or A/R included (available as an Add-On).
$250/mo
(Add-on are an option.)
FINANCIAL COACHING/ COURSES
UFB ACCOUNTABILITY PROGRAM
THIS IS FOR YOU IF:
You’re looking to personalize your finances, establish a financial plan in place and receive MONTHLY accountability for 6 months to keep you on track.
✓ One 60-minute personal finance meeting each month (virtual or in person)
✓ A customized strategy focused on one primary financial goal
✓ Ongoing accountability and plan adjustments as your finances evolve
✓ Support rooted in the values and approach of Unchained Financial & Bookkeeping
✓ $175 (Materials & Initial Money Plan)
✓ $100/mo For 6 Months for Subscription
(Add-on are an option.)
1-0n-1 Money Plan
THIS IS FOR YOU IF:
You’re looking to personalized your financial, establish clear goals, and desire monthly support to build confidence, reduce stress, and create a realistic plan for your money.
✓ Monthly one-on-one 60 minute financial sessions
✓ Custom plan based on your financial goals
✓ Budgeting, saving, and debt payoff support
✓ Simple, actionable steps forward
✓ Confidence and clarity with your finances
✓ $150/mo
(Add-on are an option.)
Add-On Services
- $300–$600 one-time (for simple setups)
- Add: $100–$200 per month of cleanup for catch-up (optional to include)
- $150/month for up to 25 invoices
- + $4 per invoice over 25 invoices
- $200/month for up to 25 bills/month
- $4 per bill over 25 invoices
- Vendor onboarding and W-9 collection included
- $15 per 1099 filing (industry standard)
- Includes W-9 collection and vendor tracking
(Minimum 6-Month Commitment)
- $175
- covers the cost of materials and initial Money Plan $100/mo for the remainder of the subscription.
- One 60-minute personal finance meeting each month (virtual or in person)
- A customized strategy focused on one primary financial goal
- Ongoing accountability and plan adjustments as your finances evolve
- Support rooted in the values and approach of Unchained Financial & Bookkeeping
Trusted Platforms to Support your Finances
