Bookkeeping Solutions Tailored to Your Business
Bookkeeping Service Packages
Every business is unique, so our pricing varies to fit your needs. Here are some examples of our service packages.
Growth
$1,000 per month
Everything in Essential
Weekly recordkeeping
Monthly virtual meeting
Process and manage accounts payable and accounts receivable
US sales tax
Job costing
Essential
$600 per month
Everything in Simple
Bi-weekly recordkeeping
Annual 1099 preparation and filings
Monthly financial reports
Unlimited bank accounts
Unlimited transactions
Simple
$300 per month
Monthly recordkeeping
Monthly reconciliations
Annual financial presentation
Unlimited communication
Quarterly financial reports
Up to 5 bank/credit card accounts
Up to 100 transactions per month
Here is a breakdown of what each service entails:
-
We manage your bank feeds, record and match your transactions, and ensure your data is accurately organized. You can trust us to keep your finances in order, so you can focus on running your business.
-
Stay informed with our clear balance sheets, income statements, and cash flow statements. We provide the essential reports you need to understand and manage your business’s financial health.
-
We’re always available to answer your questions and discuss your ideas. Regular communication is included, and any additional analysis or research needed for advice will be billed separately.
-
At the end of each year, we provide a slide presentation with charts and visuals that compare your performance to the previous year. Our clients find this overview invaluable for understanding their financial progress.
-
If your business pays rent, attorneys, or other contractors, you might need to issue 1099 forms. We’ll help identify who requires one and handle the filings for you. Please note that the cost will adjust based on the number of 1099 forms needed.
-
We manage and process your accounts payable (AP) and accounts receivable (AR) using Plooto, ensuring your financial transactions are smooth and efficient. Plooto is a cloud-based payment platform designed to streamline and automate the AP and AR processes for businesses of all sizes.
-
If you sell physical products or need to collect sales tax on your services, we're here to help. We'll handle filing your sales tax and tracking nexus for you. Whenever possible, we set up automatic filing through TaxJar to simplify the process. Please note that the TaxJar subscription fee is your responsibility.
-
We provide job costing services to accurately track and manage each project's expenses, helping you budget effectively and assess profitability.
DIYers
$125 per month/$350 per quarter
For small business owners making less than $100,000 per year
Review your QuickBooks Online books every month or quarter
Troubleshoot issues
Offer advice tailored to your business
Need additional DIY resources. Check out the store for templates and guides for purchase.
Additional Services
-
Diagnostic
A diagnostic review report is a comprehensive analysis of your QBO setup, accuracy, and performance. It identifies any discrepancies, errors, or areas for improvement, ensuring your finances are accurate and organized. Perfect for small business owners who want to optimize their bookkeeping and gain a clear snapshot of their financial health.
-
Clean Up
We clean up your QBO file by fixing errors, reconciling accounts, and organizing your financial data. This ensures your books are accurate and up-to-date, making it easier for you to manage your business finances effectively. Discount offered if monthly bookkeeping is added on.
-
Training & Setup
We set up your QBO account, customizing it to fit your business needs and ensuring all your financial data is accurately imported. Additionally, we provide hands-on training to help you confidently navigate QBO, empowering you to manage your finances efficiently and effectively.