Our Services
CrystalPoint Financial provides reliable bookkeeping solutions to help small business owners gain peace of mind and financial clarity. We specialize in:
Bank and credit card reconciliations
Accounts payable and receivable management
Payroll support
Financial reporting
QuickBooks setup and training
Whether you’re launching a new venture or expanding your operations, our services are tailored to your needs with accuracy, transparency, and personalized attention. CrystalPoint is your trusted partner in staying organized, compliant, and confident in your finances.
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.
Contact us
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