Basic

This package is for businesses owners who need to keep their income and expenses organized and get monthly reports on the profits they generate. This is our most popular service.

• Monthly Categorization
• Monthly Reconciliation
• Monthly Financial Report package
• Monthly Financial Recap Email
• Loan reconciliations 
• Check & Deposit Image matching
• Monthly expense inconsistency review
• App Integration Set Up & Support
• Payroll Provider Integration Setup & Support
• Access to client portal & mobile app for secure communication
• Unlimited Email & Video Message Support
• Year End Reports & Tax Package
• Up to 3 business accounts

Starting @ $450/month

Final price dependent on complexity of business, volume of transactions & number of accounts managed.

Full Service

Our full-service package is for small businesses that have more complexity to their accounting.  For example, they have Point of Sales systems, more than 3 business accounts, use their business checkbook frequently and need 1099 support or have Accounts Receivable to manage. 

• Monthly Categorization
• Monthly Reconciliation
• Monthly Financial Report package
• Monthly Financial Recap Email
• Loan reconciliations 
• Check & Deposit Image matching
• Monthly expense inconsistency review
• App Integration Set Up & Support
• Payroll Provider Integration Setup & Support
• Access to client portal & mobile app for secure communication
• Unlimited Email & Video Message Support
• Year End Reports & Tax Package
• Receipt Management
• Invoice payment matching 
• Management of annual 1099 Filings
  
• Up to 6 business accounts

Starting @ $600/month

Final price dependent on complexity of business, volume of transactions & number of accounts managed.

Bookkeeping Set Up

Are you still managing everything in a spreadsheet and need to get your data into a system? Time to upgrade!

• Complete setup of new QuickBooks or Xero file
• Set up of payroll integration and recording of payroll transactions
• Format your reporting with custom chart of accounts
• Historical migration of previous business data into new software
• Migration of data = importing all data from different channels into a new accounting file.
• Categorization and reconciliation are provided in catch up service.

Starting @ $500

Bookkeeping Clean Up

Need support bringing order to your finances? That's what we do best. With our help we turn those months of transactions into an easy to understand financial story.

• Reformating of chart of accounts for meaningful reports
• Reclassing of transactions for clean up period to custom categories
• Categorization of outstanding bank feed transactions
• Reconciliation of all business accounts to confirm accurate data
• Saving of all related bank statements, deposit and check images
• Updated financial reports for the clean up period

Starting @ $2500 per 12 months of clean up. 

Payments plans available upon request

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