We believe in transparency when it comes to your finances.
Pick one of our packages below that best fit your needs.
Bookkeeping Packages
BASIC
$450
MONTHLY
<25 transactions / month
<$50K in annual revenue
STANDARD
$650
MONTHLY
<50 transactions / month
<$250K in annual revenue
PREMIUM
$1250
MONTHLY
>50 transactions / month
>$250K in annual revenue
Note: There is a one-time set up fee of $500 to get you up and running in QuickBooks.
Core Monthly Services
- Transaction categorization
- Bank & credit card reconciliations
- Monthly financial statements (Profit & Loss (P&L) and Balance Sheet)
- Monthly client checkin via email
- Quarterly virtual client meetings
Add-ons
- Cleanup & catch-up work
- Payroll setup & oversight with your preferred payroll service provider
- Budgeting & cash flow forecasting
- Monthly advisory calls
- Sales tax filings
- Year-end close support (in preparation for your CPA)