Services

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

  1. Transaction categorization
  2. Bank & credit card reconciliations
  3. Monthly financial statements (Profit & Loss (P&L) and Balance Sheet) 
  4. Monthly client checkin via email
  5. Quarterly virtual client meetings

Add-ons

  1. Cleanup & catch-up work
  2. Payroll setup & oversight with your preferred payroll service provider
  3. Budgeting & cash flow forecasting
  4. Monthly advisory calls
  5. Sales tax filings
  6. Year-end close support (in preparation for your CPA)