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Bookkeeping Services

Base Plan

Starting at $250

Ideal for starter to small businesses​

Up to 2 bank accounts

Up to 1 credit card

Up to 2 loan accounts

Up to 75 transactions per account

Services Included:

Client portal access

Entering all financial transactions

Classifying all financial transactions

Account reconciliations

Quarterly Financial Statements

Quarterly 1 hour call/zoom to discuss financials

Starter Plan

Starting at $550

Ideal for small established businesses​

Up to 3 bank accounts

Up to 2 credit cards

Up to 4 loan accounts

Up to 150 transactions per account

Services Included:

Client portal access

Entering all financial transactions

Classifying all financial transactions

Account reconciliations

Monthly Financial Statements

Monthly 1 hour call/zoom to discuss financials

Enhanced Plan

Starting at $800

Ideal for mid-size businesses​

Up to 5 bank accounts

Up to 3 credit cards

Up to 6 loan accounts

Up to 200 transactions per account

Services Included:

Client portal access

Entering all financial transactions

Classifying all financial transactions

Account reconciliations

Monthly Financial Statements

Monthly 1 hour in person/call/zoom to discuss financials

Additional Add-on Services: 

  • State sales tax reporting

  • Factored receivables maintenance

  • AR remittance posting

  • AP posting assistance

  • Asset management

  • Debt schedule maintenance

  • Vendor maintenance for 1099 tracking

  • Year end 1099 filings

  • Annual review for tax prep and filing

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