Expert Financial Services & Bookkeeping Solutions for Your Business
Our Services
Starter Plan - “Essentials”
Starting at $150/month
Our Essentials Plan is built for freelancers and small business owners who need straightforward, reliable bookkeeping. This plan includes:
Monthly bank and credit card reconciliations (up to 2 accounts)
Expense tracking
Profit and loss statements and balance sheets
QuickBooks Online setup or review
Basic email support
With these essentials, you’ll have a solid foundation to stay organized, informed, and in control of your finances.
Core Clarity Plan
Starting at $225/month
Ideal for growing businesses that need more comprehensive support. This plan includes everything in the Essentials Plan, plus:
Reconciliation for up to 4 accounts
Invoicing and accounts receivable tracking
Accounts payable management
Monthly financial review call
Quarterly budget vs. actual reporting
The Core Clarity Plan provides the added insight and guidance you need to stay on track and make confident, informed decisions as your business grows.
CrystalPoint Complete
Starting at $300/month
Our premium plan for higher-volume businesses needing full-service support. It includes everything in the Core Clarity Plan, plus:
Payroll processing for up to 10 employees
Cash flow tracking
Inventory management or job costing
CPA coordination during tax season
Dedicated account manager
Priority phone and chat support
The CrystalPoint Complete Plan gives you end-to-end financial support and a trusted partner to handle the details, so you can focus on running your business with confidence.
About
our company
At CrystalPoint Financial Services, we believe clarity is the foundation of confident business decisions. Founded by Crystal Collins, a finance professional with years of industry experience and a passion for helping others stay financially organized, our firm provides modern, dependable bookkeeping solutions tailored to the needs of small businesses and entrepreneurs. With a background in accounting, tax services, and corporate finance, we bring both precision and a personal touch to every client relationship.
We understand that behind every business is a vision, and our goal is to support yours by delivering timely, accurate financial insights. Whether you’re just starting out or looking to grow with confidence, CrystalPoint offers the structure and support you need to stay focused on what you do best while we handle the numbers.
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!