Tailored services to support your business needs

What We Offer

  • Starter Plan

    Standard monthly bookkeeping which is everything you need for annual taxes and to get a pulse on how your business is doing:

    Categorizing transactions

    Reconciling accounts

    POS sales journals and integrations

    Payroll integrations

    Monthly adjusting entries

    Monthly reporting

    Someone to ask questions to throughout the month when things come up!

    Pricing starts at $395/month dependent on volume of transactions and number of bank/credit card accounts.

  • Growth Plan

    For clients who want a deeper dive into how their business is doing, maybe you’re planning for growth, trying to boost revenue, or just want a more in-depth look:

    Everything in the basic bookkeeping package

    Customized monthly management reports which can include:

    Inventory management reports

    Customer analysis

    Who owes you money

    Year over year and month over month comparisons

    And more!

    Pricing starts at $550/month dependent on volume of transactions and number of bank/credit card accounts, and any additional add ons such as payroll, bill pay, or sales tax filings.

  • Premium Plan

    Best suited for clients who want a business partner to brainstorm things and want the opportunity to have focused discussions on certain aspects or growth points of their business:

    Everything in the intermediate package

    Monthly management meeting via zoom to review your management report and any other items

    Pricing starts at $775/month dependent on volume of transactions and number of bank/credit card accounts, and any additional add ons such as payroll, bill pay, or sales tax filings.

FAQs

What if I need some extra guidance?

We provide the below add-on services to make sure your finances are covered.

  1. Accounts payable support

  2. Accounts receivable support

  3. Sales & Use Tax

  4. Payroll

Do you offer hourly bookkeeping?

We do offer hourly services on a client by client basis with existing clients getting priority for certain one-off tasks like loan applications, workers comp audits, etc. If you’re in need of clean up or QuickBooks set up please reach out to schedule a consult and we’ll let you know if we have availability!

Ready for bookkeeping bliss?

There’s no commitment, pressure, or obligation. We want to help you reach your financial goals with ease.

I’m ready, let’s chat!

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