Our Services
At BrightNest Advisory, we help entrepreneurs get clear on their numbers so they can grow with confidence. Whether you’re just starting or scaling, we provide the financial clarity, structure, and support your business needs.
Starter Bookkeeping
$250/month
For solopreneurs, contractors, and side hustlers who want to stop stressing about receipts and spreadsheets.
Includes:
Monthly categorization and reconciliation (up to 2 accounts)
Basic financial reports (P&L, balance sheet)
Unlimited email support
Ideal for: Creatives, small business owners, part-time operator
Essential Bookkeeping + Advisory
$400/month
Everything in Starter, plus proactive financial support and real guidance.
Includes:
Monthly categorization + reconciliation (up to 4 accounts)
Monthly reports with notes
30-min advisory call (2 monthly)
Tax-ready financials + CPA coordination
Ideal for: Full-time business owners, service providers, LLCs scaling revenue
Premium Virtual CFO
Custom pricing (starting at $750/month)
For founders who want real strategic support — not just reports.
Includes:
Full bookkeeping + reporting
Budgeting, forecasting, cash flow tracking
Teams/email access + up to 8x/month strategy calls
Team payroll review, high-level KPI reporting
Ideal for: Founders with teams, agencies, real estate pros, or multi-LLC setups
Additional Services:
LLC Setup
QuickBooks Setup
Clean-Up Projects
1099 Contractor Filing
S-Corp Election Help
POS Setup
Inventory
Need something custom?
Every business is unique — and so are its financial needs. If you don’t see exactly what you’re looking for, we’re happy to build a tailored solution that fits your operations, goals, and budget.
Reach out to discuss a custom engagement.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!