BOOKWISE Services & Pricing

We provide a wide range of Services

Most bookkeepers just record history. BOOKWISE engineers your financial future.

From automated KPI dashboards to institutional-grade corporate structuring, we provide the operational architecture required to scale aggressively and sleep soundly.

I. Financial Intelligence & Accounting

Move beyond basic compliance. We transform your raw transaction data into operational visibility and strategic leverage.

The Baseline

For Solopreneurs & Early-Stage Companies

$395 – $595 / month

Monthly bank and credit card reconciliation
Standard Monthly Income Statement & Balance Sheet
Receipt and transaction categorization
Year-end tax-ready financial package

The Catalyst (Includes Executive Dashboards)

For growing teams requiring real-time data and operational visibility

$895 – $1,250 / month

Everything in The Baseline, plus:
Executive KPI Dashboard: Custom visual tracking of revenue trends, cash runway, and profit margins
Accounts Payable & Accounts Receivable management
Monthly 30-minute financial review and strategy call
Priority email and workflow support

The Fractional CFO

For scaling enterprises ($1M+ Revenue) requiring advanced capital strategy

Starting at $2,500 / month

Everything in The Catalyst, plus:
Custom CRM and financial workflow integrations
Cash flow forecasting and scenario modeling
Budget vs. Actuals variance analysis
Bi-weekly strategic advisory board meetings

II. The Elite Corporate Architecture Buildout

Stop operating with a vulnerable single LLC. We build the exact multi-tier corporate structure used by institutional firms to quarantine liability, maximize tax efficiency, and scale commercial credit without Personal Guarantees (No-PG).

Investment: $2,500 (One-time build fee, plus state filing costs)

The Blueprint Includes:

Tier 1 (HoldCo): Formation of your central IP, master trademark, and equity holding company.
Tier 2 (Operating Hub): Setup or statutory conversion of your public-facing C-Corporation.
Tier 3 (Asset SPV): Creation of a tax-disregarded LLC or C Corp to hold high-liability physical assets (vehicles/equipment) off your main balance sheet.
The Documentation Vault: Custom drafting of Intercompany Equipment Leases, Corporate Resolutions, and IRC §351 Stock Transfer Ledgers to guarantee arm’s-length compliance.
Commercial Credit Bridge: Step-by-step roadmap for securing new EINs, bridging D-U-N-S profiles, and triggering Phase 1 vendor credit without your SSN.

III. Business Tax & Compliance

Strategic tax preparation focused on capital preservation and corporate compliance.

Standard Business Tax Return (LLC / Schedule C): $500 – $750
- Annual federal and state filing for single-member or pass-through entities.
Corporate Tax Return (Form 1120 / 1120S): $1,200 – $1,800+
- Complex multi-tier corporate returns, depreciation schedules, and state franchise tax filings.
Strategic Tax Planning (Q4 Deep Dive): $750
- End-of-year tax liability projection, expense optimization, and entity classification review executed before the December 31st deadline.

IV. Business Strategy & Consulting

For founders who need high-level advisory on systems, structure, and scale.

The Strategic Blueprint (90-Minute Intensive)

$699

A rigorous deep-dive audit of your current operations, corporate structure, and commercial credit profile.
Deliverable: A recorded session and a 3-step concrete execution roadmap.

The Boardroom Retainer

$1,000 / month

Two 60-minute intensive strategy sessions per month focusing on operational scale, tech-stack optimization, and commercial credit acquisition.
Unlimited Voxer and Slack access for real-time decision support.

Ready to Engineer Your Scale?

Whether you need help with bookkeeping, tax prep, or planning your next business move, we’re here to guide you.
Tell us what you need, and we’ll help you find the right solution.

Stop leaving capital and liability to chance.

Book Your Initial Strategy Consultation Now