Structured Service Packages

Clear, consistent financials built on verified data.

Avalon Advisory’s services are built on a structured monthly process using direct-source financial data.


Each level increases the depth of reporting and support — while maintaining the same disciplined foundation.

A stack of organized paper documents representing detail‑oriented bookkeeping and QuickBooks work done for local small businesses

Bookkeeping & Advisory Services Tailored to Your Business

Bronze

Foundational

  • Monthly bank & credit card reconciliations

  • Monthly standard financial reports

  • Ongoing review for accuracy

  • Quarterly financial review meetings

This package is best for: business owners who need clean, reliable books

Silver

Ongoing Insights

  • Full Bronze package

  • Weekly Bank Feed processing and transaction management

  • Monthly financial review meetings

  • Expanded monthly financial reports

This package is best for: business owners who want consistent visibility and discussion

Gold

Forward-Focused

  • Full Bronze & Silver packages

  • Weekly Cash Flow Projections

  • Weekly AP & AR Review

  • Weekly Zoom Meetings

  • Forward-looking financial discussions

This package is best for: business owners who want to understand what’s coming - not just what’s happened so far.

Platinum

Comprehensive Support

  • Full Bronze, Silver & Gold plus

  • Priority response & scheduling

  • On-demand meeting access

  • Real-time financial oversight

  • Coordination with outside professionals - CPAs, ABVs, etc

This package is best for: business owners who need a highly engaged financial partner.

Additional Services

  • QuickBooks Clean-up & Catch-up

  • QuickBooks Desktop to Online Conversions

  • QuickBooks Training & Support

  • Payroll Processing

  • Sales Tax Processing

  • WC & GL Audit Support

Service Areas and Industry Focus

We work with trade and service businesses across North Carolina. Below are some of the areas and industries we commonly support.