Let’s organize and grow your business for success!

All of our bookkeeping packages include the following services:

  • Monthly recording and classifying transactions (income and expense)

  • Monthly reconciliations of bank, credit card and/or loan accounts.

  • Customizing your Chart of Accounts.

  • Preparation of monthly financial statements.

  • Unlimited support through email or text.

  • Communication with your CPA or tax professional to ensure you are ready for tax preparation.

  • No long-term contracts required.

CORE LEVEL SERVICE PACKAGE - starting at $350 per month*

  • Perfect for start-ups and businesses in the first 1-2 years.

  • Reconciling up to 3 accounts.

  • Up to 100 transactions a month.

GROWTH LEVEL SERVICE PACKAGE - starting at $475 per month*

  • Ideal for established businesses.

  • Reconciling of up to 5 accounts.

  • Up to 200 transactions a month.

PEAK LEVEL SERVICE PACKAGE - starting at $875 per month*

  • Best for well established businesses that need full charge bookkeeping but not ready to hire staff.

  • Reconciling of 6+ accounts (up to 300 transactions)

  • Monthly and quarterly reports presented to you so you can have clarity and confidence in your numbers.

  • Sales Tax submission

  • Preparation of 1099s

  • Up to 1 hour phone or video conferencing consultation each month.

*To fit your needs, any of the following services may be added for an additional fee:

  • Setup Company QuickBooks

  • Catchup - bring up to date reconciliations on all accounts.

  • Cleanup - review chart of accounts and reclassify transactions as necessary.

  • Invoicing

  • Bill Pay

  • Payroll service

  • Fixed Asset Tracking

  • Sales tax submissions (included in Peak level)

  • Quarterly reporting (included in Peak level)

  • Preparation of 1099s (included in Peak level)

  • QuickBooks Training