Services

We believe in transparency when it comes to your finances.

Pick one of our packages below that best fit your needs.

Bookkeeping Packages

Our pricing structure is built to be affordable for everyone from freelancers to established small businesses.

BASIC

$450 / month

Great for newer businesses that are just starting out.

— Less than 25 transactions / month
— Less than $50K in annual revenue

premium

$1250 / month

Perfect for established businesses with complex needs.

— Greater than 50 transactions / month
— Greater than $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)