BOOKKEEPING PACKAGES

* Must not exceed more than two of the package criteria.  Add-Ons are available for all packages.

Side-Business

Pricing starts at:
$ 105
00
Monthly
  • Up to 50 Transactions per Month *
  • Revenue up to $200k per year *
  • Expenses up to $120k per year *
  •  
  • INCLUDES:
  • QuickBooks Online Subscription
  • Review Client Entries
  • Entries: General, Adjusting, and Correcting
  • File Organization
  • Bank and Credit Card Reconciliations: 1 Account
  • Financial Reports: Quarterly
  • Email Response within 5-7 Business Days
  • Frequency Working in Account: Quarterly
  • Annual Financials that are Tax Ready

Start-Up

Pricing starts at:
$ 200
00
Monthly
  • Up to 100 Transactions per Month *
  • Revenue up to $400k per year *
  • Expenses up to $300k per year *
  •  
  • INCLUDES:
  • Everything in the Side-Business Package
  •  
  • PLUS:
  • Bank and Credit Card Reconciliations: 3 Accounts
  • Email Response within 3-5 Business Days
  • Frequency Working in Account: Monthly
  • 1:1 Consultations: Annually

Growing

Pricing starts at:
$ 375
00
Monthly
  • Up to 200 Transactions per month *
  • Revenue up to $1.5M per year *
  • Expenses up to $750k per year *
  •  
  • INCLUDES:
  • Everything in the Start-Up Package
  •  
  • PLUS
  • Bank and Credit Card Reconciliations: 5 Accounts
  • Email Response within 2-3 Business Days
  • Financial Reports: Monthly
  • 1:1 Consultations: Quarterly
  • Budgeting
  • Setup and Monitor Vendors for 1099 Filing
  • Preparation of Annual 1096 Transmittal
  • Research Questions: 1

Established

Pricing starts at:
$ 600
00
Monthly
  • Up to 300 Transactions per month *
  • Revenue up to $3.75M per year *
  • Expenses up to $1.875M per year *
  •  
  • INCLUDES:
  • Everything in the Growing Package
  •  
  • PLUS:
  • Bank and Credit Card Reconciliations: 7 Accounts
  • Email Response within 1-2 Business Days
  • Frequency Working in Account: Twice per Month
  • 1:1 Consultations: Monthly
  • Research Questions: 2
  • Reasonable Salary
  • State Sales Tax Reconciliation and Filing

Corporate

Pricing starts at:
$ Call for Estimate
  • INCLUDES:
  • Everything in the Established Package
  •  
  • PLUS:
  • Bank and Credit Card Reconciliations: 9 Accounts
  • Email Response within 24 hours
  • Frequency Working in Account: Weekly
  • 1:1 Consultations: Up to Weekly
  • Research Questions: Unlimited
  • Reasonable Salary
  • Accounts Receivable
  • Accounts Payable
  • Fixed Asset Tracking
  • Virtual CFO

ADDITIONAL TRANSACTIONS

Available as an Add-On to a Bookkeeping package.

STANDALONE SERVICES

Available without a bookkeeping package or as an Add-On to a Bookkeeping package.
  • Review Client Entries $80/hour
  • General, Adjusting, and Correcting Entries $80/hour
  • Bank and Credit Card Account Reconciliations $10/Additional Account
  • Financial Reports $80/hour
  • State Sales Tax Reconciliation and Filing $35/return
  • 1:1 Consultations/Check-Ins $80/hour
  • Email Support $80/hour
  • Accounts Receivable $150
  • Accounts Payable $150
  • Fixed Asset Tracking $80/hour
  • Budgeting $150
  • Reasonable Salary $220
  • Virtual CFO $150/hour
  • Research Questions $80/hour

Prices are subject to change.