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Our Evergreen Packages

At Evergreen Bookkeeping, there’s no one-size-fits-all when it comes to clean books and peace of mind. Every package is tailored to your business — so pricing varies based on what you need and how tangled things are when we start. For most clients, a QuickBooks Online subscription keeps things smooth and secure, and monthly clients get access to a dedicated client portal for easy uploads, quick questions, and all-around better productivity.

As your virtual bookkeeping partner, you’ll meet with me via Zoom — so you always know there’s a real person behind the numbers. Whether you need the basics, a fresh start, or a last-minute rescue, there’s an Evergreen plan to keep your books — and your stress level — in good shape all year long.

​The Oak

Strong, Simple, Essential

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Think of The Oak as your sturdy bookkeeping foundation. Perfect if you just need the essentials handled so you can get back to running your business — without wondering if the numbers add up.

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Includes:

  • Monthly transaction categorizing & reconciliations

  • Basic financial statements (Profit & Loss, Balance Sheet)

  • Secure digital document storage

  • Client Portal Access

  • Email support for quick questions

Strong, Simple, Essential Package
The Spruce Package

​The Spruce

A Little More Evergreen​

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The Spruce builds on The Oak, adding extra oversight and insights to help you make smarter decisions, spot trends, and stay ahead. Perfect for solo owners and small teams ready to grow.

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Includes everything in The Oak, plus:

  • Customized monthly reports

  • Quarterly review call to go over your numbers

  • Support with invoicing

  • Priority email support

End of the Year Rescue Package

​The Fir

Year-End Rescue​

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Been ignoring your books all year? Don’t sweat it — The Fir is here for that last-minute clean-up to get you tax-ready before the deadline hits. Stress now or stress later? We vote neither.

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Includes:

  • Full-year transaction catch-up & reconciliation

  •  Preparation of year-end financial reports

  • Coordination with your tax pro if needed

  • Rush turnaround to meet tax deadlines

Deep Clean and Fresh Start Package

​The Weeping Willow

Deep Clean & Fresh Start​

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Got books that look like a tangled mess? The Weeping Willow is for bigger clean-up projects — whether you’re a few months behind or a few years behind. We untangle it all so you can move forward fresh.

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Includes:

  • Deep-dive catch-up for past months/years

  •  Reconciliation of multiple accounts

  • Fixing errors and categorization messes

  • Clear, accurate reports to hand off to your CPA or keep for your peace of mind

Your free consult is a quick, friendly Zoom chat (about 20–30 minutes) to get to know you and your business. We’ll talk about where your books stand now, what you need help with, and which Evergreen package makes the most sense for you. No pressure, no jargon — just a real conversation to see if we’re a good fit.

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