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.
Includes:
Up to 50 business transactions per month
Up to 1 business bank account and 1 business credit card
Monthly bank and credit card reconciliation
Monthly financial statements
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Designed for growing businesses needing more detailed reporting and support.
Includes:
Up to 100 business transactions per month
Up to 3 business bank accounts and 3 business credit cards
Monthly bank and credit card reconciliation
Monthly financial reports
Monthly customized reports tailored to each business
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Built for expanding businesses that require deeper reporting and greater support.
Includes:
Up to 150 business transactions per month
Up to 5 business bank accounts and 5 business credit cards
Monthly bank and credit card reconciliation
Monthly financial reports
Monthly business insights summary
Monthly customized reports tailored to each business
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Customized bookkeeping support for businesses with higher transaction volume and more complex accounting needs.
Includes:
Higher-volume bookkeeping support
Monthly bank and credit card reconciliation
Monthly financial reports
Monthly business insights summary
Pricing based on transaction volume and business complexity
Additional Services Offered:
QuickBooks Online Implementation
QuickBooks Online Cleanup
1099 Vendor Tracking and Preparation
Custom Services Available on Request