Financial Support That Grows With Your Business

BloomWise offers flexible service packages designed to meet you where you are today and support your growth over time.

More than clean books.

All of our bookkeeping packages include clear, easy-to-understand insights—so your numbers go from energy drain to powerful decision-making tools.

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PACKAGES & ADD-ONS

01 ROOT

Perfect for businesses that need accurate, organized bookkeeping and dependable financial records.

Includes:

  • Monthly bookkeeping and reconciliations

  • Monthly Bloom Report: Financial Snapshots, Profit Leak Alerts & more

  • Profit & Loss and Balance Sheet reporting

  • Organized, CPA-ready financial records

  • Secure “one-click” document sharing and communication

  • Collaboration with your CPA when needed

This package ensures your financial records stay clean, current, and reliable.

Starting at $550 per month

02 GROW

Designed for businesses that want more insight into their financial performance and ongoing guidance.

Includes everything in Foundation, plus:

  • Monthly financial review meeting

  • KPI dashboard and financial reporting insights

  • Budget vs. actual tracking

  • Cash flow monitoring

  • Ongoing collaboration with your CPA

This level provides the clarity and context needed to make more confident financial decisions.

Starting $1,250 per month

03 FLOURISH

For growing businesses ready for deeper financial strategy and long-term planning.

Includes everything in Grow, plus:

  • Bi-weekly / Weekly financial review meetings

  • Financial forecasting and scenario planning

  • Annual budgeting and financial planning and goal setting

  • Profitability and margin analysis

  • Support for growth decisions, hiring, and investments

  • Priority Messaging Access

This service provides the insight and leadership of a CFO without the cost of a full-time executive.

Starting at $3,000 per month

ADD-ON’S

  • Behind on your books or dealing with disorganized records? We’ll bring everything up to date, reconcile your accounts, and organize your financial history so you can move forward with confidence and clarity.

  • Starting fresh or switching systems? We design and implement an accounting structure that fits your business, including chart of accounts setup, software configuration, and reporting systems that make your finances easier to manage as you grow.

  • When financial questions come up, you shouldn’t have to wait days for an answer. We prioritize timely communication with an instant access chat line, so you can get the guidance you need and keep your business moving forward.

Every business is unique. If our packages don’t perfectly match your needs, we can design a fully customized service plan based on your transaction volume, financial complexity, and desired level of support.

After a brief discovery conversation, we’ll recommend the best structure to support your business.

HOW IT WORKS

01 INTRO CALL

We’ll get to know you, your financial and business goals and see how we can make the biggest impact for you with our current offerings. (Check out Packages + Add-Ons)

02 PROPOSAL

We’ll send you a proposal that’s custom tailored to your unique business needs and goals.

03 SET-UP

Once engagement letters are signed, we will get your accounts set-up and streamlined so we can begin saving you money & making an immediate impact.

BOOK YOUR INTRO CALL