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Monthly Bookkeeping

Our monthly bookkeeping services are designed to take day-to-day bookkeeping off your plate, and let you focus on running and growing your business. Outsourcing your bookkeeping saves you time and money, simplifies tax season, and gives you an accurate picture of your financials, so that you can make informed business decisions at any time.

Services We Offer:

Reconciliation

A/P & A/R

Financial Reports

Year-End Close

Payroll

Ongoing Support

Monthly Packages

Starter
Bookkeeping

starting at $150 / month

  • 1-2 transactional accounts (bank, credit cards, loans)

  • Up to 50 expense transactions per month

  • Monthly categorizations and reconciliations

  • 1099 tracking

  • Quarterly basic financial reports (P&L, Equity)

  • Quarterly meeting

  • Email support

Basic
Bookkeeping

starting at $300 / month

  • Up to 4 transactional accounts (bank, credit cards, loans)

  • Up to 100 expense transactions per month

  • Monthly categorizations and reconciliations

  • 1099 tracking

  • Monthly basic financial reports (P&L, Equity)

  • Quarterly meeting

  • Year-end review and close

  • Email support

Growth
Bookkeeping

starting at $600 / month

  • Up to 8 transactional accounts (bank, credit cards, loans)

  • Up to 200 expense transactions per month

  • Monthly categorizations and reconciliations

  • 1099 tracking

  • Monthly growth financial reports (P&L, Equity, Cash Flow)

  • Monthly meeting

  • Year-end review and close

  • Accounts Payable (bill & vendor pay)

  • Email and phone support

Add-ons &
A la Carte

Contact us to discuss your personalized package

  • Payroll 

  • Invoicing and A/R

  • W9 Management

  • Additional accounts

  • Additional expense transactions

  • Support packages

  • Cash flow analysis

  • KPIs

  • Margin analysis

  • Expense analysis and budgeting

  • Quickbooks set-up

  • Ad hoc projects

A discovery call is the first step to finding the right bookkeeping fit for your business.

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