Cloud-based Bookkeeping Solutions for Small Business Owners
Whatever size or whatever life stage your business is in, we’ve got a bookkeeper hat that will cover you.
We offer package pricing based on the individual needs of your business. Sample packages are below.
Small ~ Quarterly Service
All the Basics
$295 per month
Reconciliation of 2 bank accounts (Checking, Savings, or Credit Card)
Categorize up to 50 transactions per month
Quarterly Financial Package:
- Balance Sheet
- Income Statement
- Statement of Cash Flows
One hour of discussion time per quarter to review Quarterly Financial Statements
Annual Reports for Tax Preparation
Coordination with Tax Professional
Large ~ Monthly Service
All the Basics plus Items Below
$995 per month
Reconciliation of 4 additional bank accounts
Record and reconcile payments through payment processors (Stripe, Square, etc.)
Categorize up to 300 additional transactions per month
Track interest and principal payments for up to 4 loan accounts
Assistance with Receipt Management
Class Tracking
Assistance with A/P and A/R
One hour of discussion time each Month (instead of quarterly) to review Monthly Financials
Monthly Financial Package Plus Three Additional Custom Reports
QuickBooks Online Subscription
Medium ~ Quarterly Service
All the Basics plus Items Below
$595 per month
Reconciliation of 2 additional bank accounts
Categorize up to 100 additional transactions per month
Track interest and principal payments for up to 3 loan accounts
Assistance with Receipt Management
Class Tracking (Necessary for most Real Estate Investors)
Quarterly Financial Package Plus One Custom Report
QuickBooks Online Subscription
Additional services:
- Initial set-up or Conversion from previous software
- Historical clean up
- Accounts Payable management
- Accounts Receivable management
- Payroll Assistance (provided by ADP or another 3rd party provider)
- Custom Financial Reports
- Issue 1099s (annual filing)