This package provides essential financial services tailored for entrepreneurs and small businesses, designed to get you started on the right foot with clean and accurate books.
Each one of our service packages are individualized to meet your needs. Package pricing starts at $250/mo for quarterly service and $400/mo for monthly service. Discounts are offered for multiple entities.
Starting at $150/month - quarterly bookkeeping package. Your books will be done once per quarter and you will receive quarterly reports.
/Monthly
Quarterly categorization of transactions
Quarterly bank reconciliation
Quarterly P&L, Balance Sheet, and Cash Flow reports
Up to 3 bank/credit card accounts
Starting at $250/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
/Monthly
Everything from the Silver Package
Monthly categorization of transactions
Monthly bank reconciliation
Monthly P&L, Balance Sheet, and Cash Flow reports
30-minute meeting quarterly to review your financials and any changes
Up to 4 bank/credit card accounts
Starting at $400/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
/Monthly
Everything from the Silver and Gold Packages
Top of the line reporting that gives you a better understanding of the financial health of your business
Income tracking from multiple revenue streams
Integrating Payment Processor Reports (i.e. PMS, Airbnb, Stripe)
Class or Project Tracking
60-minute meeting quarterly to review your financials and any changes
Up to 5 bank/credit card accounts
Clean Up and Additional Services
QBO Setup - setting up your chart of accounts to be industry specific and customized to your business
Income tracking - analysis of all income sources (useful when you have multiple revenue streams)
Payroll - pricing varies based on frequency, number of employees, and software
Accounts Payable
Accounts Receivable
30 minute monthly meeting to review your reports or go over strategy
Bookkeeping Clean-Up and Catch-Up Services
This package provides essential financial services tailored for entrepreneurs and small businesses,
designed to get you started on the right foot with clean and accurate books.
Each one of our service packages are individualized to meet your needs. Package pricing starts at $150/mo
for quarterly service and $400/mo for monthly service. Discounts are offered for multiple entities.
Starting at $150/month - quarterly bookkeeping package. Your books will be done once per quarter and you will receive quarterly reports.
/Monthly
Quarterly categorization of transactions
Quarterly bank reconciliation
Quarterly P&L, Balance Sheet, and Cash Flow reports
Up to 3 bank/credit card accounts
Starting at $250/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
/Monthly
Everything from the Silver Package
Monthly categorization of transactions
Monthly bank reconciliation
Monthly P&L, Balance Sheet, and Cash Flow reports
30-minute meeting quarterly to review your financials and any changes
Up to 4 bank/credit card accounts
Starting at $400/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
/Monthly
Everything from the Silver and Gold Packages
Top of the line reporting that gives you a better understanding of the financial health of your business
Income tracking from multiple revenue streams
Integrating Payment Processor Reports (i.e. PMS, Airbnb, Stripe)
Class or Project Tracking
60-minute meeting quarterly to review your financials and any changes
Up to 5 bank/credit card accounts
Clean Up and Additional Services
QBO Setup - setting up your chart of accounts to be industry specific and customized to your business
Income tracking - analysis of all income sources (useful when you have multiple revenue streams)
Payroll - pricing varies based on frequency, number of employees, and software
Accounts Payable
Accounts Receivable
30 minute monthly meeting to review your reports or go over strategy
Bookkeeping Clean-Up and Catch-Up Services
This package provides essential financial services tailored for entrepreneurs and small businesses,
designed to get you started on the right foot with clean and accurate books.
Each one of our service packages are individualized to meet your needs. Package pricing starts at $150/mo for quarterly service and $250/mo for monthly service. Discounts are offered for multiple entities.
Starting at $150/month - quarterly bookkeeping package. Your books will be done once per quarter and you will receive quarterly reports.
Quarterly categorization of transactions
Quarterly bank reconciliation
Quarterly P&L, Balance Sheet, and Cash Flow reports
Up to 3 bank/credit card accounts
Everything from the Silver Package
Monthly categorization of transactions
Monthly bank reconciliation
Monthly P&L, Balance Sheet, and Cash Flow reports
30-minute meeting quarterly to review your financials and any changes
Up to 4 bank/credit card accounts
Starting at $400/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
Everything from the Silver and Gold Packages
Top of the line reporting that gives you a better understanding of the financial health of your business
Income tracking from multiple revenue streams
Integrating Payment Processor Reports (i.e. PMS, Airbnb, Stripe)
Class or Project Tracking
60-minute meeting quarterly to review your financials and any changes
Up to 5 bank/credit card accounts
Clean Up and Additional Services
QBO Setup - setting up your chart of accounts to be industry specific and customized to your business
Income tracking - analysis of all income sources (useful when you have multiple revenue streams)
Payroll - pricing varies based on frequency, number of employees, and software
Accounts Payable
Accounts Receivable
30 minute monthly meeting to review your reports or go over strategy
Bookkeeping Clean-Up and Catch-Up Services
We excel in precise bookkeeping services tailored to your needs. Contact us today for expert assistance.
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