Monthly Services
We love small businesses! No matter what industry you’re in, efficient bookkeeping is essential for your business’ growth and longevity.
Monthly bookkeeping equals regular maintenance and tracking of your company’s finances.
Regular bank reconciliation will ensure your accounts always match up and you know where your money is going.
Financial reports will give you clear, insightful statements that help you make informed business decisions such as upgrading your equipment or hiring more employees.
All this will leave you free to concentrate on your growing business! View our monthly services to see your perfect fit.
Essentials
Starting at $299 / mo
Categorization of accounts and transactions
Monthly bank account reconciliation for up to 2 accounts w/ up to 50 transactions for both accounts
Preparation of monthly financial reports (Balance Sheet and Profit & Loss)
Advanced
Starting at $499 / mo
Categorization of accounts and transactions
Monthly bank account reconciliation for up to 2 accounts w/ up to 100 transactions for both accounts
Preparation of monthly financial reports (Balance Sheet and Profit & Loss)
Process vendor invoices up to 50 per month (A/P)
Prepare customer invoices up to 50 per month (A/R)
Premium
Starting at $699 / mo
Categorization of accounts and transactions
Monthly bank account reconciliation for up to 3 accounts w/ up to 200 transactions for all accounts
Preparation of monthly financial reports (Balance Sheet and Profit & Loss)
Process vendor invoices up to 100 per month (A/P)
Prepare customer invoices up to 100 per month (A/R)
Every business is unique. If you need a little more, packages can be tailored to your specific business needs!
Projects and Add-ons
Full Clean-up Service
Have messy books? Not sure what you’re doing? Worry not! There is ZERO judgement here. Our clean-up service is a special project where we review and assess your books, categorize past transactions, reconcile your accounts, and make corrections as needed.
Price is tailored based on the current condition of the books, volume of transactions, and the overall extent of the clean-up.
New Business Set-up
There’s nothing sweeter than a fresh set of books! We’ll customize your chart of accounts, set up your service lists, customer information, invoices, etc.
Catch-up Service
Just a little behind? We’ll get your books up to date!
Assisted Payroll
Add to any monthly package.
We can process your payroll through QuickBooks payroll or sync most third-party payroll platforms with QuickBooks.
Prices for projects and add-ons will vary based on individual business needs.
