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.
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)