Services
What our 3 tiers of service include
Our core offering is a structured, three-tier service model designed to meet you where you are in your business journey—whether you're just getting started or looking to scale. These packages provide consistent, dependable support tailored to different levels of need and complexity. In addition, we offer a variety of add-on services that can enhance your package or stand alone, depending on your unique goals.
1
🌊Makai
- Transaction Recording – Keeping all income and expenses up to date
- Expense Categorization – Clear organization of purchases
- Bank & Credit Card Reconciliation – Ensuring monthly accuracy
- Basic Financial Reports – Monthly P&L and Balance Sheet
- General Ledger Maintenance – Consistent record-keeping
- Basic Invoicing & A/R Tracking – Simple invoice generation and tracking
- Monthly Email Summary – Easy-to-understand monthly reports
- Quarterly Review Call – A check-in every 3 months
- Standard Support Access – Responses within 2 business days
2
🌿Loʻi
Includes everything in Makai, plus:
- Monthly up to 30 Minute Zoom Call – Regular check-ins for guidance
- Customized Financial Reports – Tailored to business needs
- A/R Monitoring & Follow-Up – Managing receivables and follow-ups.
- Accounts Payable Tracking – Monitoring vendor payments
- Basic Budget Comparison – Comparing spending vs. budget
- Priority Support Access – 1 business day response time, option for expedited work
3
🏔️ Mauka
Includes everything in Lo‘i, plus:
- Unlimited Transaction Volume – No cap on entries
- Payroll Processing – For up to 5 employees
- Forecasting & Budget Planning – Long-term financial strategy
- Quarterly Business Performance Review – In-depth analysis every 3 months
- Monthly 1-Hour Strategy Call – Strategic planning sessions
- High-Priority Support Access – Same-day response and prioritized scheduling
Additional Services
Our additional services are designed to give you extra support where you need it most. Whether you’re looking to enhance your main bookkeeping package or simply need a one-time service, we offer flexible options that can be added on or purchased separately—built around your business needs.
