Cloud-based Bookkeeping Solutions for Small Business Owners
We offer package pricing based on the individual needs of your business. Sample packages for basic services are listed below.
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Which hat size is the right fit for your business?
Small ~ Quarterly Service
$195/month
- Reconciliation of 2 bank accounts (Checking / Savings / Credit Card)
- Categorize up to 50 transactions per month
- Quarterly Financial Statements:
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- One hour of discussion time to review Quarterly Financial Statements
- Annual Reports for Tax Preparation
- Coordination with Tax Professional
Medium ~ Quarterly Service
$295/month
- Reconciliation of 2 bank accounts (Checking / Savings / Credit Card)
- Track interest and principal payments for 1 loan account
- Categorize up to 75 transactions per month
- Quarterly Financial Statements:
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- One hour of discussion time to review Quarterly Financial Statements
- Annual Reports for Tax Preparation
- Coordination with Tax Professional
- QuickBooks Online Subscription
Large ~ Monthly Service
$495/month
- Reconciliation of 3 bank accounts (Checking / Savings / Credit Card)
- Track interest and principal payments for 1 loan account
- Categorize up to 150 transactions per month
- Monthly Financial Statements:
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- One hour of discussion time each month to review Financial Statements
- Annual Reports for Tax Preparation
- Coordination with Tax Professional
- QuickBooks Online Subscription
Additional Services Available:
- Initial set-up or Conversion from previous software
- Historical clean up
- Accounts Payable management
- Accounts Receivable management
- Payroll (provided by QBO or a 3rd party)
- Custom Financial Reports
- Issue 1099s (annual filing)