Ongoing Bookkeeping in three clear tiers.
Monthly bookkeeping with a defined scope, so you know exactly what is covered and can check it against the work.
Ongoing bookkeeping at TreeStar is organized into three tiers: Foundation, Operational, and Managed. Each tier has an exact, verifiable scope, so there is no question about what is included. Foundation covers the core of keeping your books accurate. Operational adds loan and liability reconciliation, a step many businesses need once they carry debt or significant obligations. Managed builds on both with faster reporting and closer oversight of the balance sheet. Every tier is tax-optimized, so your books are kept with your return in mind from the first entry. You choose the tier that fits how your business runs today, and you can move up as it grows.
How we help
The core bookkeeping routine, delivered against a written scope you can verify.
Everything in Foundation, plus reconciliation of loans and other liabilities.
Faster reporting and more balance-sheet oversight for businesses that need a tighter view.
Each tier lists exactly what is done, so you can compare the scope to the deliverables.
Move between tiers as your transaction volume, financing, or reporting needs change.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Match
We review your activity and recommend the tier that fits your operations.
- 02 Onboard
We confirm access, connect accounts, and agree on the scope in writing.
- 03 Maintain
We keep your books current and reconciled according to your tier.
- 04 Revisit
We check in as your business changes and adjust the tier when it makes sense.
What you can expect
A clear scope you can hold us to
Books that stay current month after month
A tier that grows with your business
Common questions
Which tier is right for me?
It depends on your transaction volume, whether you carry loans or other liabilities, and how quickly you need reports. We will recommend a tier after reviewing your books.
When does loan reconciliation start?
Loan and liability reconciliation begins at the Operational tier and continues in Managed.
Can I change tiers later?
Yes. Many clients start at one tier and move up as their business grows or their reporting needs change.