Customized Services

Fixed monthly rates to meet your business needs

Every business is unique, and bookkeeping isn’t one-size-fits-all. The pricing guidelines below are simply a starting point. Your final, customized quote will reflect the full scope of your bookkeeping requirements, ensuring your accounts get the attention to detail needed.

Getting started is simple: just fill out a quick questionnaire or schedue a call to request a quote. From there, we’ll work together to create the right plan for your business and make sure you’re receiving the best possible service.

Request a Quote

Monthly Bookkeeping Plans

All plans include:

Work completed in your accounting software (Quickbooks Online, Xero, or Wave)
Custom chart of accounts
Transaction entry and categorization
Account Reconciliation
Financial Reports delivered monthly (P&Ls and Balance Sheet)
Unlimited communication
Coordinate with your CPA to make your tax filing easier on you

Starter

Starting at $197
Less than 100 transactions per month
Up to 2 accounts
Basic Reports
Usually fits businesses with up to $250,000 in annual gross revenue

Business Essentials

Starting at $345
100-200 transactions
Up to 3 accounts
Usually fits businesses with up to $500,000 in annual gross revenue

Business Plus

Starting at $497
3+ accounts
150+ transactions
Usually fits business with more than $750,000 in annual gross revenue

Advisory Services

Starting at $250-added to any of the above monthly bookkeeping packages
Customized reports package can include cash flow, budgeting, forecasting, etc.
Analysis of spending and review of reports
Zoom call or Loom video with explanation of monthly activity

All plans can be customized to include additional services and/or complex accounts.

Add-On or Stand-Alone Services:

Accounting Software Subscription management
Account Set-up
Account Clean-up or Catch-up
Accounts Receivable
Accounts Payable
Project Tracking

Payroll
Sales tax
Receipt Management
W-9 and 1099 filing
Personal accounts and budgeting