Our services.

  • Remote Bookkeeping:

    We handle your day-to-day financial transactions, bank reconciliations, accounts payable and receivable, and monthly closings with precision and security. This frees up your time and reduces errors, giving you peace of mind knowing your books are always up to date and compliant.

  • Cloud Accounting:

    Utilizing powerful cloud-based platforms such as QuickBooks Online, Xero, and NetSuite we provide you with real-time access to your financial data. This allows for faster decision-making, better collaboration, and transparency in your business finances, no matter where you are.

  • Implementations:

    Setting up new accounting software or migrating from legacy systems can be overwhelming. We specialize in seamless implementations tailored to your unique business needs — from system configuration and chart of accounts design to staff training — ensuring you maximize efficiency and avoid costly mistakes.

  • Fractional CFO Services:

    Beyond bookkeeping, we offer strategic financial leadership on a part-time basis. Our fractional CFO services include budgeting, forecasting, cash flow management, and financial analysis, empowering you with the insights and guidance to plan for sustainable growth and profitability.

  • Customized Reporting & Insights:

    We deliver clear, customized financial reports tailored to your business goals. Our actionable insights help you understand your financial health, identify opportunities, and make informed decisions with confidence.

  • Payroll Management:

    Payroll processing can be complex and time-sensitive. We provide accurate payroll services including employee payments, tax filings, benefits tracking, and compliance management. You can rest easy knowing your team is paid correctly and on time, every time.

  • Whether you’re a freelancer, creative entrepreneur, or growing startup, our goal is to lighten your financial workload and empower you with the information you need to thrive.

Transparent, Tiered Pricing to Fit Your Needs

At Pencils and Profits, we offer flexible, tiered pricing designed to meet you where you are—whether you're a solo founder, a growing startup, or an established small business. Our pricing is based on the level of service, transaction volume, and complexity of your operations, ensuring you only pay for the support you truly need.

Every business is different, so we tailor each package to your specific goals, systems, and budget. Schedule a free consultation, and we’ll build a custom plan that grows with you.

Essential

Starting at $1,000/month
Perfect for solopreneurs and early-stage businesses that need reliable, accurate books and financial visibility.

Includes:

  • Up to 100 transactions/month

  • Monthly bank and credit card reconciliations

  • QuickBooks Online or Xero setup and maintenance

  • Basic monthly reporting (P&L, Balance Sheet)

  • Email support

  • One-time onboarding & account setup

Growth

Starting at $2,250/month
Ideal for scaling businesses needing deeper insight, more complex reporting, and advisory support.

Includes Everything in Essential, plus:

  • Up to 250 transactions/month

  • Bi-weekly reconciliations

  • Integration with tools like Stripe, Gusto, Dext, and PayPal

  • Customized monthly reporting & trend analysis

  • Monthly check-ins and advisory support

  • Optional payroll support

  • Cloud accounting implementation & automation guidance

Strategic

Starting at $3,750/month
Designed for established businesses ready for advanced financial oversight and growth strategy.

Includes Everything in Growth, plus:

  • Unlimited transactions

  • Weekly reconciliations

  • Project-based or departmental reporting

  • Fractional CFO services (forecasting, budgeting, KPIs)

  • Bi-weekly strategy sessions

  • Full tech stack design & automation consulting

  • Team training and SOP development

  • Payroll management included