Monthly Bookkeeping Packages
Services can be tailored to meet each business’ needs. If you need anything extra, tell us — we’re here to help!
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Ideal for small businesses with basic accounting & bookkeeping needs.
Starting at $195/month. Monthly rate is determined by average transaction volume.
Additional fees may apply for additional bank/credit card accounts, lines of credit, payroll recording & reconciliation, class or location tracking, AR/AP tracking and reporting, income reconciliation, or complex fixed asset tracking.
Includes:
Monthly transaction categorization
Monthly reconciliation of up to 4 bank accounts or credit cards
Monthly reconciliation of up to 1 loan account
Year end financial statements (for management use only)
Email support
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Designed for growing businesses needing more detailed reporting and support.
Starting at $225/month. Monthly rate is determined by average transaction volume.
Additional fees may apply for additional bank/credit card accounts, lines of credit, payroll recording & reconciliation, class or location tracking, AR/AP tracking and reporting, income reconciliation, or complex fixed asset tracking.
Includes:
Monthly transaction categorization
Monthly reconciliation of up to 4 bank accounts or credit cards
Monthly reconciliation of up to 1 loan account
Quarterly financial reports (for management use only)
Quarterly 30 minute one-on-one meeting
Email support
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Built for expanding businesses that require deeper reporting and greater support.
Starting at $295/month. Monthly rate is determined by average transaction volume.
Additional fees may apply for additional bank/credit card accounts, lines of credit, payroll recording & reconciliation, class or location tracking, AR/AP tracking and reporting, income reconciliation, or complex fixed asset tracking.
Includes:
Monthly transaction categorization
Monthly reconciliation of up to 4 bank accounts
Monthly reconciliation of up to 1 loan account
Monthly financial reports (for management use only)
Monthly 30 minute one-on-one meeting
Priority email support
Additional Services Offered:
QuickBooks Online Implementation
QuickBooks Online Cleanup
1099 Vendor Tracking and Preparation
Custom Services Available on Request