Platinum Bookkeeping 
Hands-On Support for Established Businesses

Designed for growth-focused businesses that need executive-level financial oversight, proactive forecasting, and structured financial leadership to scale sustainably.

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​Platinum Bookkeeping is ideal if you:

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• Have higher transaction volume

• Require priority support

• Want more proactive oversight

• Need help managing more complex workflows

• Prefer a more hands-on bookkeeping partnership

 

This package is often a fit for established or scaling businesses with more moving parts.

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What’s Included in Platinum Bookkeeping

• Accounts payable management

• Accounts receivable management

• Monthly executive financial reviews

• Financial forecasting & modeling

• Quarterly Risk Reviews

• Strategic decision support

• Out-of-scope requests

• 24-hour response time

 

Platinum Bookkeeping is designed for businesses that need 

consistency plus responsiveness.

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​Includes contractor management for up to 2 contractors. Additional contractors are billed according to the Contractor Management & 1099 Filings pricing schedule.

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This package allows us to be more involved — helping you stay organized, informed, and prepared as your business operates at a higher level.

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What Platinum Does Not Include

• No tax preparation, filing, estimating, or remittance

• No tax planning or forecasting

• No management decision-making

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We focus on bookkeeping clarity and compliance awareness so your CPA can handle tax strategy and filing.

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If your business needs proactive bookkeeping support and faster access to help, Platinum Bookkeeping may be the right fit.

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Ready to Get Started?

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Not sure if Platinum is the right fit? We’ll guide you during the call.