Monthly: Essentials

Designed for growing businesses that need reliable monthly financial visibility and a structured financial backoffice to support continued growth.

INCLUDES:

Bookkeeping Maintenance

• Categorization of All Income & Expenses
• Reconciliation of All Business Transactions
• Loan Reconciliations

Financial Reporting

• Monthly Financial Reports by 15th 
• Monthly Financial Summary Email 
• Year End Reports & Tax Package 

Organization & Operational Support

• Billing Integration Management
• Payroll Integration Management
• Financial Records Management
  • Monthly deliverables include a complete, organized archive of key financial documents and supporting records.
• Secure Client Portal & Mobile App Access
• Text Support for Ongoing Communication

Scope:
Up to 5 business accounts

Investment:
Starting at $500/month

Final pricing is based on business complexity, transaction volume, and number of accounts managed.  

Monthly: Full Service

Designed to reduce the operational burden for businesses with more complex financial needs through ongoing receipt management, expanded transaction oversight, and 1099 support.

INCLUDES:

Bookkeeping Maintenance

• Categorization of All Income & Expenses
• Reconciliation of All Business Transactions
• Loan Reconciliations

Financial Reporting

• Monthly Financial Reports by 15th 
• Monthly Financial Summary Email 
• Year End Reports & Tax Package 

Organization & Operational Support

• Billing Integration Management
• Payroll Integration Management
• Financial Records Management
  • Monthly deliverables include a complete, organized archive of key financial documents and supporting records.
• Secure Client Portal & Mobile App Access
• Text Support for Ongoing Communication

Enhanced Support Includes:

• Receipt management and organization
• Annual 1099 tracking and filing support
• Expanded account coverage for more complex structures

Scope:
Up to 10 business accounts

Investment:
Starting at $700/month

Final pricing is based on business complexity, transaction volume, and number of accounts managed.

Bookkeeping Set Up

Designed for business owners who want to manage their own bookkeeping but need professional support setting up their accounting system correctly from the start.

We take the time to understand how your business operates, how money flows through the business, and what financial information you actually need visibility into. The goal is to build a bookkeeping system that supports your business long-term — not just install software.

What’s included:

• Complete setup of new Xero Accounting file
• Connection and setup of business bank & credit card accounts
• Payroll integration setup and payroll transaction recording structure
• Customized chart of accounts tailored to your business operations
• Support with recording business transactions made with personal accounts.
• Historical migration of business data into Xero for a defined reporting timeline
• One 2-hour post-setup meeting to support transition into DIY bookkeeping maintenance

Starting @ $950

Final cost depends on total months data, # of business accounts + volume of transactions.

Important Notes on Scope:

This service is focused on bookkeeping system setup and foundational training.

Categorization, reconciliation, and cleanup work are not included within this service.

If your books require historical cleanup, please refer to our Clean Up Bookkeeping Service.

Bookkeeping Clean Up

Designed for businesses with disorganized or incomplete accounting records that need to be cleaned up before moving forward with ongoing maintenance or tax preparation.

What’s included:

• Reformatting of chart of accounts for more meaningful financial reporting
• Reclassification of transactions throughout the cleanup period
• Categorization of outstanding bank feed transactions
• Reconciliation of all business bank, credit card, and loan accounts
• Review and organization of supporting financial documentation
• Saving of related bank statements, deposit images, and check images
• Updated financial reports for the completed cleanup period

Important Notes:

This service includes the actual bookkeeping work required to bring your records current, including categorization, reconciliation, cleanup corrections, and updated reporting.

Catch-up bookkeeping is commonly completed:
→ Prior to beginning ongoing monthly or quarterly maintenance
→ For annual tax preparation purposes
→ After periods of inconsistent or incomplete bookkeeping maintenance 

Investment:
Starting at $3,000 per 12 months of cleanup

Final pricing is based on the total cleanup period, number of business accounts, transaction volume, software condition, and overall complexity of the bookkeeping records.