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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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