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)