Reliable Monthly Bookkeeping For Solo & New Businesses
The Light Plan gives you dependable monthly bookkeeping, accurate financial reporting, and dedicated support so you can stay organized and build a strong financial foundation.
Is The light Plan Right For You?
If you’re looking for dependable weekly bookkeeping without advanced job costing, the Light Plan is designed for you.
It’s a great fit if you:
Want accurate, organized books updated every week
Need reliable financial reporting
Want to stop worrying about bookkeeping
Are building a stronger financial foundation
Plan to grow with confidence
Why Business Owners Choose The Light Plan
The Light Plan keeps your bookkeeping simple, organized, and dependable so you can spend less time worrying about your books and more time running your business.
Stay Organized Every Month
Monthly bookkeeping and reconciliations help keep your financial records accurate and up to date.
Understand Your Financial Position
Profit & Loss and Balance Sheet updates give you a clearer picture of how your business is doing.
Get Support When You Need It
With a dedicated bookkeeper and ongoing support, you always have someone to turn to when questions come up.
Everything Included In The LIGHT Plan
Monthly Bookkeeping
Your books are updated monthly to keep your financial records organized and accurate.
Balance Sheet Updates
Stay informed about your business’s financial position with updated balance sheet reporting.
Profit & Loss Report Updates
See how your business is performing with updated Profit & Loss reporting.
Monthly Account Reconciliation
Your accounts are reconciled monthly to help ensure accuracy.
ADDITIONAL LIGHT PLAN SUPPORT
Unlimited onboarding
1099 submissions available at $25/each
Unlimited support
Tax filing available at $1,000–$2,000/year
Dedicated bookkeeper
Dedicated customer success manager
Getting Started Is Simple
1
Schedule Your Discovery Call
We’ll learn about your business, answer your questions, and confirm the Light Plan is the right fit.
2
Complete Your Onboarding
We’ll organize your books, connect your accounts, and build a bookkeeping process around your business.
3
Stay Dialed In With Weekly Updates
Once everything is in place, we’ll keep your books current and provide the financial reporting you need to confidently run your business.
Need More Frequent Bookkeeping Or Reporting?
As your business grows, your bookkeeping needs may grow too. When you need weekly bookkeeping, accrual accounting, or more advanced reporting, the Core or T&M Plan may be a better fit.
Core Plan
Built for growing businesses that need weekly bookkeeping, accrual accounting, and greater financial visibility.
Learn More About The Core Plan →
Why Business Owners Choose Dialed In
Built For Home Service Businesses
Home service businesses are all we do. Every bookkeeping process is designed around the way your business operates.
Built By A Business Owner
Our founder understands the challenges of running a home service business because he’s experienced them firsthand.
Financial Information You Can Use
We don’t just organize your books. We help you understand your numbers so you can make better business decisions.
A Long-Term Financial Partner
As your business grows, we’ll continue providing the reporting and financial insight you need to move forward with confidence.
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Frequently Asked Questions
Who is the Light Plan best for?
The Light Plan is designed for solo owners and newer businesses that need dependable monthly bookkeeping, financial reporting, and ongoing support.
What software do you support?
We work with QuickBooks Online and integrate with many of the software platforms commonly used by home service businesses.
What’s included in the Light Plan?
The Light Plan includes monthly bookkeeping, Profit & Loss and Balance Sheet updates, monthly account reconciliations, unlimited onboarding and support, a dedicated bookkeeper, and a dedicated customer success manager.
What happens after I schedule a discovery call?
We’ll learn about your business, answer your questions, and determine whether the Light Plan is the right fit before guiding you through onboarding.
Can I upgrade later?
Absolutely. As your business grows, we can help you move into the Core or T&M Plan when you need more frequent bookkeeping or advanced reporting.
Ready To Build A Strong Financial Foundation?
Let’s talk about your business and determine whether the Light Plan is the right fit for your goals.
Send Us A Message
Build A More Profitable Business With Better Financial Insight
Accurate bookkeeping is the foundation for better decisions and long-term growth. Book your discovery call today and see how the Light Plan can help you stay organized, understand your numbers, and move your business forward with confidence.
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