Small business bookkeeping built for clarity and confidence
Built for simplicity. Priced for small businesses. Backed by tools you already trust.
Core Bookkeeping
This package is your bookkeeping backbone—built to keep everything accurate and organized without the hassle of chasing receipts or decoding reports.
We combine the power of QuickBooks with Akili’s structured workflows to streamline your finances and give you peace of mind. Each month, we organize your books and deliver clear reports—so you always know where your business stands.
No setup fees. No hourly billing. Just dependable support at a monthly rate built for clarity and value.
Our process in action
Transaction categorization & reconciliation
We categorize and match every transaction in your bank and credit card accounts each month, so your books stay accurate and ready for whatever comes next.
Monthly financial reports
You’ll receive easy-to-read reports each month, including your profit and loss, balance sheet, and cash flow, so you always know where your business stands.
Secure document vault
All receipts and documents are securely stored and clearly organized for easy access anytime.
QuickBooks setup & management
We’ll set up your QuickBooks Online account the right way from the start—customized for your business—and provide ongoing support to keep everything running smoothly.
Structured file system
We organize your financial documents using a consistent folder system and clear naming rules, so you can always find what you need, fast.
Flat-rate add-on services
Looking for support beyond your regular small business bookkeeping? Our add-on services are designed to fill the gaps. Add only what you need, exactly when you need it—no long-term commitment required.
More add-ons coming soon
We’re expanding our service options to grow with you. From cleanup to integrations to advanced planning, Akili will be your long-term financial partner.
Starting at $250
QuickBooks Cleanup
We’ll tidy up disorganized books, fix errors, and get your accounts ready for smooth, ongoing monthly bookkeeping.
$150 per setup
App & Workflow Integration
We’ll help you connect the tools you already use, like payroll systems, CRMs, and invoicing platforms, so your financial data flows smoothly and you spend less time switching between apps.
$100 one-time
Payroll Setup Support
We’ll help you get payroll tools connected and synced
$200 flat-rate fee
Tax Preparation Support
When tax season rolls around, we’ll pull together your financial documents and prepare everything your CPA or tax pro needs, making the handoff easy.
Coming soon: Advanced services
$125/session
Financial Training (1:1)
Learn how to read reports and manage cash flow with confidence
$200/request
Loan & Grant Assistance
Get your financial documents ready for SBA loans, grants, and funding
$1,200+/month
CFO & Advisory Services
Get expert help with big-picture planning, like setting financial goals, building budgets, forecasting revenue, and making strategic decisions for long-term growth.
TBD
Industry-Specific Dashboards
Get custom insights tailored to your business and goals
TBD
Compliance Support
Stay ahead of reporting deadlines and compliance requirements
Let’s get started
