H&A
Our Services

Financial Services Built Around Your Stage of Growth

Three connected tiers that scale with you — from clean books to boardroom-ready strategy.

Starter

$299/month

Best for straightforward small businesses with clean, lower-volume activity.

  • 1 business entity
  • Up to 2 bank or credit-card accounts
  • Up to 150 transactions per month
  • Monthly bookkeeping
  • Bank and credit-card reconciliations
  • Standard transaction categorization
  • Monthly Profit & Loss statement
  • Monthly Balance Sheet
  • Human review before month-end close
  • Email support for normal bookkeeping questions
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Growth

$499/month

Best for growing businesses with more accounts and monthly activity.

  • 1 business entity
  • Up to 4 bank or credit-card accounts
  • Up to 400 transactions per month
  • Everything included in Starter
  • More involved monthly reconciliations
  • Management-ready monthly Profit & Loss and Balance Sheet
  • Basic month-over-month financial review
  • Human review of exceptions and unusual activity
  • Priority email support
  • One 20-minute monthly bookkeeping review
Get Started

Complex

From $799/month

Best for businesses with higher transaction volume or more involved bookkeeping.

  • 1 business entity
  • Up to 6 bank or credit-card accounts
  • Up to 750 transactions per month
  • Everything included in Growth
  • Higher-volume and more involved reconciliations
  • Additional exception handling and manual review
  • Support for more complex payment-processor activity
  • Monthly bookkeeping review
  • More frequent bookkeeping support

Pricing may increase when account volume, transaction volume, or bookkeeping complexity exceeds the base scope.

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One-time support

Need Catch-Up or Cleanup?

If your books are behind or need cleanup, we'll review the situation and provide a one-time quote before beginning monthly bookkeeping. Once your books are current, you can move into the appropriate monthly plan.

Request a Bookkeeping Review

Monthly plans are designed for recurring bookkeeping. Payroll processing, bill pay/accounts payable, invoicing/accounts receivable, inventory accounting, sales-tax filings, tax preparation, CFO/advisory services, major cleanup work, and highly customized reporting are not included unless separately agreed.

Financial Readiness & Advisory Services

Complement your bookkeeping and financial reporting with focused financial preparation for your next major decision. These services are scoped separately from monthly bookkeeping plans.

Business Loan Readiness

Custom Quote

Financial preparation and advisory support for operating businesses preparing to seek financing. Organize accurate records and understand your financial position before approaching a lender.

  • Financial statement preparation and reconciliation
  • Business financial readiness assessments
  • Cash-flow forecasting
  • Debt-service and repayment-capacity analysis
  • Working-capital needs assessments
  • Financial documentation and lender-requested schedules
Request a Financial Readiness Consultation

Self-Employed Financial Documentation

Custom Quote

Support for self-employed individuals and business owners organizing financial information for mortgage applications. Present clear, documented business financial activity for lender review.

  • Business income documentation
  • Bookkeeping and financial record review
  • Profit and loss statement preparation
  • Reconciliation and documentation of business financial activity
  • Organizing requested records for submission to mortgage lenders
Request a Financial Readiness Consultation

H&A provides financial preparation and advisory services, not lending, loan brokerage, or mortgage origination. We do not approve loans or guarantee financing, mortgage qualification, tax outcomes, or financial results. Lending decisions and documentation requirements remain with the lender.

Your Financial Partner Is Ready When You Are

Every engagement begins with a free, no-obligation financial diagnostic. We review your situation, identify gaps, and show you exactly how we help.

Book a Free Bookkeeping Review