List of Services
Monthly Bookkeeping Packages
-
Package Includes:
Monthly transaction categorization
Monthly reconciliations
Monthly financial statements
Email support
Quarterly IRS & state tax preparation support
For business with 1-2 accounts
Starts at $225 a month
Prices are subject to change based on scope of work and client needs.
-
Package Includes:
Monthly transaction categorization
Monthly reconciliations
Monthly financial statements
Email support
Quarterly IRS & state tax preparation support
For business with 3-4 accounts
Starts at $375 a month
Prices are subject to change based on scope of work and client needs.
-
Package Includes:
Monthly transaction categorization
Monthly Reconciliations
Monthly financial statements
Email support
Quarterly IRS & state tax preparation support
Quarterly financial reports
For business with 5-6 accounts
Starts at $525 a month
Prices are subject to change based on scope of work and client needs.
-
Package Includes:
Monthly transaction categorization
Monthly reconciliations
Monthly financial statements
Email support
Quarterly IRS & state tax preparation support
Quarterly financial reports
For business with 7+ accounts
Starts at $900 a month
Prices are subject to change based on scope of work and client needs.
QuickBooks Implementation Services
-
Includes:
QBO file setup
Chart of Accounts build
1–2 bank/credit card connections
Basic training (1 session)
$400 one-time fee
-
Includes:
QBO file setup
Chart of Accounts build
3-4 bank/credit card connections
Basic training (1 session)
$800 one-time fee
-
Includes:
Full COA restructuring
Bank rules + categorization workflow
App integrations (if needed)
Training + “how to categorize” walkthrough
$1,200 one-time fee