• SERVICES WE OFFER

We combine the services that we offer into packages. That would be a highly customized package, tailored to the needs of your business. Below you will find our core three packages.  The best way to get an estimate on a monthly package price is to schedule an appointment to discuss your business and what your needs are. Every business is different, so we take a look at your individual requirements to develop a proposal that is unique to your business. Package rates are based on a monthly charge, which means there’s no extra hidden fees and surprises.

PACKAGE PLANS

CORE PACKAGE

  • Monthly Subscription to QuickBooks
  • 2 Bank Accounts
  • Up to 75 Transactions
  • Reconciliation of Accounts
  • Document Management Monthly Subscription
  • Financial Statement Preparation

– Balance Sheet
– Income Statement
– Statement of Cash Flows

  • Email Support
  • Monthly Call To Review Financial Statements
  • Liaison with Your Accountant

PLUS PACKAGE

  • Monthly Subscription to QuickBooks
  • 3 Bank Accounts
  • Up to 125 Transactions
  • Reconciliation of Accounts
  • Document Management Monthly Subscription
  • Financial Statement Preparation

– Balance Sheet
– Income Statement
– Statement of Cash Flows

  • Email/Phone Support
  • Monthly Call To Review Financial Statements
  • Liaison with Your Accountant

ELITE PACKAGE

  • Monthly Subscription to QuickBooks
  • 3 Bank Accounts
  • Up to 200 Transactions
  • Reconciliation of Accounts
  • Document Management Monthly Subscription
  • Financial Statement Preparation

– Balance Sheet
– Income Statement
– Statement of Cash Flows

  • Email/Phone Support
  • Monthly Call To Review Financial Statements
  • Liaison with Your Accountant

Every package is highly customized. Just as no two businesses are alike, pricing does vary.

Please contact us to schedule a friendly consultation where we will learn more about the specific needs of your business.

Add-On Services

Is your business in need of additional services? Make your bookkeeping a one-stop shop and pick your add-ons!

  • Accounts Payable management / Bill pay
  • Accounts Receivable management / Invoicing
  • Payroll Management (incl subscription to a 3rd party provider)
  • Custom Financial Reports
  • Issue 1099s  (annual filing)

Please contact us to discuss your specific requirements for any of these additional services, we will will pricing options to include them in your package.

ONE-TIME SERVICES

  • Clean up Bookkeeping
  • Historical Catch up
  • Training for QuickBooks