Basic Bookkeeping Package

For Small Businesses

$600 - $850 per month

*An initial setup fee of $500 applies for new businesses without existing bookkeeping software.* No fee if you already have accounting software.

· Bank Account/Credit Card Reconciliation: Up to four accounts included.

· Effortless integration of bank accounts with accounting software (this can be accomplished with full banking access, or I can provide step-by-step guidance throughout the process).

· Entry and categorization of sales and expenses.

· PDF and Excel files, such as bills, will be attached to QuickBooks provided they are submitted by the client in a timely manner.

· Financial reports provided on a monthly or quarterly basis, per client preference.

· Monthly 30-minute Zoom meeting to address questions and review financials.

· Annual Profit & Loss Statement and Balance Sheet prepared for your CPA.

· One annual consultation call with your CPA, if required, to assist with tax filing.

· Backup saved monthly on local server if using QuickBooks Desktop version

*The $500 setup fee covers a 45-minute consultation to recommend appropriate bookkeeping software tailored to your business needs, setting up the software, connecting bank accounts and creating charts of accounts.*

This package accommodates up to 100 transactions per month; additional services are available at $200 per hour, billed in advance.

**Clients are responsible for all software subscription fees, payable directly to the service provider.*

***Cleanup or catch-up bookkeeping, if necessary, will be billed on a monthly basis at the same rate as above.

Choosing the Basic Bookkeeping Package allows business owners to significantly reduce costs compared to hiring an in-house bookkeeper. With this package, there are no expenses related to employee benefits, payroll taxes, or ongoing training, and you only pay for the services you need each month. Additionally, the flexible pricing and access to professional expertise ensure that your financial records are managed efficiently, minimizing costly errors and freeing up resources that can be invested elsewhere in your business. This solution is ideal for small startups that want reliable bookkeeping without the overhead and commitment of a full-time employee.

Growth Bookkeeping Package

For Growing Small Businesses

$1,000 - $1500 per month

*An initial setup fee of $500 applies for new businesses without existing bookkeeping software.* No fee if you already have accounting software.

· Bank Account/Credit Card Reconciliation: Up to six accounts included.

· Effortless integration of bank accounts with accounting software (this can be accomplished with full banking access, or I can provide step-by-step guidance throughout the process).

· Entry and categorization of sales and expenses.

· PDF and Excel files, such as bills, will be attached to QuickBooks provided they are submitted by the client in a timely manner.

· Financial reports provided on a monthly or quarterly basis, per client preference.

· Simple monthly sales tax filing, if any

· 1099 Forms completed and E-filed once a year. (For any corrections or resubmissions, there is a charge of $100 for each revision)

· Monthly 30-minute Zoom meeting to address questions and review financials.

· Annual Profit & Loss Statement and Balance Sheet prepared for your CPA.

· One annual consultation call with your CPA, if required, to assist with tax filing.

· Backup saved monthly on local server if using QuickBooks Desktop version

*The $500 setup fee covers a 45-minute consultation to recommend appropriate bookkeeping software tailored to your business needs, setting up the software, connecting bank accounts and creating charts of accounts. If you have multiple businesses, this fee will apply for each entity*

This package accommodates up to 250 transactions per month; additional services are available at $200 per hour, billed in advance.

**Clients are responsible for all software subscription fees, payable directly to the service provider.*

***Cleanup or catch-up bookkeeping, if necessary, will be billed on a monthly basis at the same rate as above.

By choosing the Growth Bookkeeping Package, small businesses can achieve substantial savings in both time and money. Unlike the ongoing expenses associated with hiring an in-house bookkeeper—such as salary, benefits, training, and payroll taxes—the package offers a predictable monthly rate with no hidden costs. This streamlined approach allows business owners to focus on core operations instead of managing employee schedules or chasing after missing documentation. Additionally, the professional bookkeeping provided ensures accurate, organized financial records, delivering clear insights into business performance and reducing the risk of costly mistakes. With regular financial reporting and expert support, business owners gain the clarity and confidence needed to make strategic decisions, all while freeing up valuable resources for growth and innovation.

Starting at $5000 / month

Best suited for growing or multi-entity businesses requiring strategic oversight and detailed reporting.

• Everything in Growth, plus:
• Multi-entity or multi-company financial management
• Advanced reporting and performance insights
• Financial planning and analysis support
• Ongoing process optimization and system improvements
• Priority communication and strategic guidance