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Services & Pricing

Designed To Fit Your Needs
As every business is different, there is no one-size-fits-all pricing. The chart below offers general guidelines to get an idea of monthly pricing minimums. It is likely that you will find characteristics of your business in different columns, and that unique aspects of your business aren’t specifically addressed here. Therefore, after a thorough review of your bookkeeping records, a customized proposal will be put together that addresses your business’s unique needs.
Most Proposals Will Consist Of:
a one-time catch up/customization fee
+
a fixed recurring monthly fee
Basic - Starting at $400/mo Standard - Starting at $750/mo Premium - Starting at $1,200/mo
Transaction Volume Categorization of up to 100 transactions per month Categorization of 100-200 transactions per month Categorization of 200-400 transactions per month
Bank and Credit Card Accounts Reconciliation of 1 or 2 bank and credit card accounts Reconciliation of 3 or 4 bank and credit card accounts Reconciliation of 5+ bank and credit card accounts
Third Party Apps No third party apps (all income comes through QBO, checks or cash deposits) 1 third party app 2+ third party apps
Current Loans or Liabilities No active loans or liabilities Tracking of 1 or 2 active loans or liabilities Tracking of 3+ active loans or liabilities
Monthly Financial Reports Profit & Loss Balance Sheet Profit & Loss Balance Sheet Profit & Loss Balance Sheet Custom Reporting
*Payroll Data Entry No W2 employees, 1099 contractors only W2 employees - data entry for biweekly payroll W2 employees - data entry for weekly payroll
Sales Tax Requirements No sales tax requirements Required to collect and remit sales tax in 1 state Required to collect and remit sales tax in multiple states
The following services are also included in all ongoing monthly bookkeeping proposals:
  • Recording of all existing assets & liabilities
  • Receipt management
  • Training in basic bookkeeping practices at client’s request
  • Communication with client’s CPA and staff as needed
  • Monthly 1-hour virtual meeting
  • Ongoing unlimited email support
Other add-on services not mentioned above can be discussed and added to proposal based on your business’s needs.
*Note that we do not offer payroll processing services at this time. We do record payroll journal entries according to your monthly statements to ensure accurate bookkeeping.
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