Services
Paper & Pulse designs financial systems and workflows that make bookkeeping accurate, sustainable, and easy to maintain.
Brand and design services are available to support clarity and consistency across your business.
Bookkeeping
Get a business's books cleaned, set up, and ready for ongoing maintenance.
Includes:
Initial QuickBooks Online setup or clean-up
Chart of Accounts organization
Bank feed connections
Up to 12 months of historical cleanup (priced per month cleaned)
Basic report templates (Profit & Loss, Balance Sheet)
Walkthrough of system
Price Range: Depends on complexity
Standard Monthly
Essentials Monthly
Keep books updated monthly for businesses with low transaction volume.
Includes:
Up to 2 bank/credit accounts reconciled monthly
Monthly Profit & Loss + Balance Sheet reports
Categorization of income/expenses
Quarterly review meeting (30 mins)
Email support within 3–5 business days
Add-ons available: payroll, invoicing, extra accounts
Monthly Price Range: $250 - $400
Best
For businesses with moderate transaction volume, more frequent support, and some advisory.
Includes:
Up to 4 bank/credit accounts reconciled monthly
Monthly Profit & Loss, Balance Sheet, and Cash Flow reports
Categorization of income/expenses
Accounts receivable + accounts payable tracking
Monthly review meeting (30 mins)
Email support within 1–2 business days
Quarterly forecasting & budget tracking
Payroll setup or integration (up to X employees)
Monthly Price Range: $450 - $650
Full Ledger Monthly
For established or high-volume businesses needing hands-off bookkeeping and frequent touchpoints.
Includes:
Unlimited bank/credit accounts reconciled monthly
Weekly transaction categorization
All standard financial reports + custom KPIs
Accounts receivable & payable management
Monthly or bi-weekly review calls
Priority email response (<1 business day)
Advanced forecasting + budgeting
Sales tax filings (if applicable)
Coordination with CPA for tax prep
Payroll management
Monthly Price Range: $750 - $1,200+
Foundation Build
Systems & Workflow
Financial Systems Foundation
$1,750
Financial Systems Foundation establishes the core systems your bookkeeping depends on. It creates a single source of truth for how money and documentation move through your business.
This service answers the question:
“How does financial information enter, live, and stay organized in my business?”
What’s Included
Intake and system audit
Financial workflow mapping (income, expenses, documentation)
Receipt and document capture system setup
Vendor and client organization structure
QuickBooks alignment for clean data intake
Defined responsibilities and handoff points
Clear rules for what goes where and when
Everything is built to be simple, repeatable, and realistic.
Who This Is For
This service is ideal if:
Your bookkeeping feels disorganized or fragile
You rely on memory, emails, or texts to track finances
You’re starting cleanup or switching bookkeepers
You want your books done correctly moving forward
This is often required before cleanup or ongoing bookkeeping begins.
Q: Do I need both services?
Q: Can I bundle?
Q: What if I need cleanup first?
Workflow & Operations Optimization
$1,250
Workflow & Operations Optimization refines how financial tasks repeat over time. It reduces mental load, eliminates duplication, and ensures nothing important slips through the cracks.
This service answers the question:
“How do I keep this running smoothly month after month?”
What’s Included
Monthly bookkeeping workflow design
Task sequencing and checklist creation
Optimization of existing tools and processes
Reduction of redundant or unnecessary steps
Clear monthly, quarterly, and annual rhythms
Documentation for long-term consistency
This is not about adding more tools.
It’s about making what you already use work better.
Who This Is For
This service is ideal if:
Your systems technically exist but don’t flow
You feel buried in admin tasks
You want bookkeeping to take less time and energy
You’re preparing for growth or delegation
This is best done after a solid foundation is in place.
Frequently asked questions
A: Not always. Financial Systems Foundation is for organizing your books. The Optimization service is for creating long-term habits and efficiency… best after the foundation.
A: Yes! bundled is available at $2,750 and most clients choose this for the fastest, smoothest results.
A: We strongly recommend cleanup before Foundation if your books are behind. we can include that option on inquiry.
Mini Brand Starter
Logo (1 concept + 2 revisions)
Color palette & font pairing
Mini brand guide (PDF)
Starting at $750
Design
Service Starter
Full Brand Profile ($800 value)
Website design (flat $800 value)
1–2 branded Canva templates + file org setup
Setup of Google Drive system or mileage tracker
Bookkeeping Standard Package
Light workflow mapping + admin doc templates
Client support via email + 1 check-in call/month
$2,800 setup + $550/month
Ops Build
Full Brand Profile ($800 value)
Custom Website Build with 1–2 branded video blocks
3–4 branded templates (Canva or PDFs)
File structure setup + SOP templates
Bookkeeping Full Ledger support ($950/month)
Optional Slack channel or weekly email sync
$5,500 setup + $950/month
3 Branded Templates
Custom, reusable templates built to reduce decision fatigue.
Three fully customized, plug-and-play templates designed to elevate your presence and save you hours of second-guessing. Whether it's for social posts, pricing guides, client docs, or email layouts — these templates aren’t just pretty, they’re strategic. Built in Canva or Google Drive (your pick), and styled to match your brand’s essence with eerie precision.
Includes:
Three unique designs tailored to your brand
Formatting for easy editing and re-use
Delivered with instructions and a sprinkle of magic
Use them to impress, express, or cast spells of “look how put together I am” without actually burning out.
Starting at $275