Reclaim Your Time + Gain Peace of Mind
We’ll get to the root of your finances, so you can focus on growing your business.
Bookkeeping Packages
-
![]()
Core
Prices start at $375 per month
Monthly transaction categorization (up to 200/month)
Receipt management (subscription fee included)
Monthly reconciliation of up to 10 accounts (bank, credit card, loan)
Custom KPI tracking
Monthly video to review financial reports
Unlimited communication through Client Portal
1099 tracking and e-filing (up to 10 forms, additional on a per form basis)
-
![]()
Premium
Prices start at $575 per month
Weekly transaction categorization (unlimited)
Receipt management (subscription fee included)
Monthly reconciliation of unlimited accounts (bank, credit card, loan)
Custom KPI tracking
Monthly call and video to review financial reports
Unlimited communication through Client Portal
1099 tracking and filing (up to 30 forms, additional on a per form basis)
-
![]()
Custom
Schedule a Consultation Call for pricing
Build your own unique bookkeeping package with any of the Monthly and Add On services to create the exact mix of services that is just right for your business needs.
Additional Services
-
Clean Up or Catch Up
Do you feel like your books are a mess? Or maybe you’ve never used used a bookkeeping system at all? I’ll set up your books and diagnose bookkeeping issues to make sure your financial data is up to date and accurate.
-
Add Ons
Custom Reporting
Quickbooks Online Setup
Assisted Payroll
Accounts Payable
Strategy Session
1099 E-Filing
-
Startup & DIY Products
If you are just starting out, or aren’t ready to outsource your bookkeeping yet, no worries! Check out these resources:
Business & Financial Plan Template
Quickbooks Online Beginner’s Guide
Strategy Session
