Basic

This is our most popular option for businesses with straightforward operations and a smaller number of accounts who want consistent bookkeeping and clear monthly financial reporting.

• Categorization of income & expenses
• Reconciliation of all business accounts
• Monthly Financial Report package
• Monthly Financial Recap email
• Invoice payment matching & deposit reconciliation
• Loan reconciliations
• Billing integration management  
• Check & Deposit Image archiving
• Payroll Provider Integration Support
• Client portal & mobile app for secure collaboration
• Text, Email & Video Message Support
• Year End Reports & Tax Package
• Up to 4 business accounts

Starting @ $475/month

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

Full Service

This package is ideal for businesses with more complex operational workflows that require expanded account support, annual 1099 compliance, and receipt management to maintain clean, audit-ready books.

• Categorization of income & expenses
• Reconciliation of all business accounts
• Monthly Financial Report package
• Monthly Financial Recap email
• Invoice payment matching & deposit reconciliation
• Loan reconciliations
• Billing integration management  
• Check & Deposit Image archiving
• Payroll Provider Integration Support
• Client portal & mobile app for secure collaboration
• Text, Email & Video Message Support
• Year End Reports & Tax Package
• Receipt Management
• Management of annual 1099 Filings
  
• Up to 8 business accounts

Starting @ $675/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 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 @ $2200 per 12 months of clean up. 

Payments plans available upon request

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