Bookkeeping Services
Base Plan
Starting at $300
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
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Services Included:
Client portal access
Entering all financial transactions
Classifying all financial transactions
Account reconciliations
Quarterly Financial Statements
Quarterly 1-hour consultation (call/zoom)
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
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Services Included:
Client portal access
Entering all financial transactions
Classifying all financial transactions
Account reconciliations
Monthly Financial Statements
Monthly 1-hour consultation (call/zoom)
Standard 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 consultation (in-person/call/zoom)
Additional Add-on Services:
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State sales tax reporting
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Factored receivables maintenance
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AR remittance posting
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AP posting assistance
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Asset management
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Debt schedule maintenance
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Vendor maintenance for 1099 tracking
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Year end 1099 filings
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Annual review for tax prep and filing