Bookkeeping plus insights for operational clarity
Clean books are the baseline. This tier adds KPI tracking, variance readouts, and a decision cadence so teams can use the numbers to run the business with more consistency.
Who this is for
This tier is designed for teams that want to use monthly financials as an operating tool—not just a recordkeeping requirement.
Operator-led decisions
You want consistent monthly readouts to guide spend, hiring, and prioritization.
KPI discipline
You want clear definitions and a repeatable way to track metrics month to month.
Fewer reporting surprises
You want better context on what changed and why, without overcomplicating the process.
What’s included
Ongoing bookkeeping plus a lightweight insights cadence that supports operational planning.
- All Full Service Bookkeeping inclusions (clean close + structured routines)
- KPI definitions and a repeatable monthly tracking pack
- Budget vs actual / plan vs actual readouts (when a budget exists)
- Variance notes: what changed, likely drivers, and what to watch
- Optional education sessions so teams can interpret the reporting
- Decision cadence template for monthly review meetings
How it differs from other tiers
Plus Insights adds a reporting and interpretation layer on top of ongoing bookkeeping.
Compared to Basic
Adds structured close routines and KPI tracking. For streamlined bookkeeping-only coverage, see Basic Bookkeeping.
Compared to Full Service
Adds KPI packs, variance notes, and an operating cadence. For bookkeeping + coordination without the insights layer, see Full Service Bookkeeping.
Compared to Cleanup
Ongoing monthly work, not a one-time catch-up. If historical periods need to be corrected first, see Cleanup (Project-Based).
Example use cases
Scenarios where Plus Insights helps teams move faster with better context.
KPI standardization
Your team tracks metrics inconsistently and needs common definitions and cadence.
Monthly review meetings
You want a repeatable meeting rhythm to review results and decide next actions.
Budget alignment
You have a budget (or want one) and need consistent budget vs actual readouts.
Clear scope boundaries
This tier focuses on bookkeeping, reporting, and operational enablement.
In scope
- Bookkeeping maintenance, close routines, and reconciliations
- KPI definitions, reporting packs, and variance readouts for internal use
- Education and templates to help teams interpret the reports
Out of scope
- Tax filing, tax strategy, or legal advice
- Investment advice or securities recommendations
- Audits/assurance or formal attest services
Engagement scope depends on your systems and reporting needs. Final scope is confirmed during onboarding.
Want cleaner books and better readouts?
Tell us the KPIs you care about and your current reporting cadence. We’ll outline a simple tracking pack.
Related services
Explore the other services in this group.
Basic
Monthly categorization + reconciliations
Full-service
Full-cycle books + reporting cadence
Cleanup
Catch-up, corrections, and cleanup
AP / Bill Pay
Bills, approvals, and payment timing
AR / Invoicing
Invoicing cadence + AR tracking