Services
You’re Not Doing This Alone Anymore
Clean books are just the baseline.
What most business owners need is someone they can reach out to when something doesn’t make sense—and that’s exactly what we provide.
As an Elmwood client, you have a trusted point of contact who understands your business, your numbers, and how everything connects.
Because real peace of mind doesn’t just come from clean reports—it comes from knowing you have someone in your corner.
Not sure if you’re ready for support yet?Â
We’ve put together a thoughtful guide to help you decide. 👉 When Is the Right Time to Hire a Bookkeeper?
REMINDER: Bookkeeping services are 100% tax deductible.
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Essential
Our most popular option for businesses with straightforward operations who want consistent bookkeeping, clear financial visibility, and ongoing support when questions come up.
What’s included:
- Categorization of income & expenses
- Reconciliation of all business accounts
- Monthly Financial Reports
- Monthly Financial Summary Email (a high-level view of your finances, at a glance)
- Invoice payment matching & deposit reconciliation
- Loan reconciliations
- Billing integration management Â
- Check & Deposit Image archiving
- Payroll Provider Integration Support
- Secure client portal & mobile app for collaboration
- Direct access to your bookkeeper for ongoing support
- Year End Reports & Tax PackageÂ
Scope:
Up to 5 business accounts
Investment:
Starting at $475/month
Final pricing is based on business complexity, transaction volume, and number of accounts managed.
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Full Service
Designed for businesses with more complex operations who want deeper support and streamlined financial workflows.
What’s included:
- Categorization of income & expenses
- Reconciliation of all business accounts
- Monthly Financial Reports
- Monthly Financial Summary Email (a high-level view of your finances, at a glance)
- Invoice payment matching & deposit reconciliation
- Loan reconciliations
- Billing integration management Â
- Check & Deposit Image archiving
- Payroll Provider Integration Support
- Secure client portal & mobile app for collaboration
- Direct access to your bookkeeper for ongoing support
- Year End Reports & Tax Package
Enhanced Support Includes:
→ Receipt management and organizationÂ
→ Annual 1099 tracking and filing support
→ Expanded account coverage for more complex structures
Scope:
Up to 10 business accounts
Investment:
Starting at $675/month
Final pricing is based on business complexity, transaction volume, and number of accounts managed.
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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 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 clean up service.
Starting @ $750
Bookkeeping Catch 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.Â
Payments plans available upon request
Final cost depends on total months data, # of business accounts + volume of transactions.