Package Pricing
Although our bookkeeping service packages are fully customizable, most business owners like to have an idea of the costs involved up-front.
Take a look at our three most popular packages with estimated prices.
Monthly Bookkeeping
Monthly Bookkeeping Services
Standard
Perfect for micro to small businesses looking for basic services
- Weekly email update of activity planned and performed to keep client informed of the status of their business
- QuickBooks monthly subscription
- Up to 2 bank or credit card accounts reconciled per month
- Up to 50 transactions recorded and classified per month
- Monthly reports provided:
- Executive Summary
- Balance Sheet
- Income Statement (aka P&L)
- Statement of Cash Flows
- Custom Metrics
- Instructional information for using QuickBooks Online and Client Portal
- At client’s request training will be provided in basic bookkeeping practices as needed
- Unlimited email, text, and phone support to client
- Communication with client’s CPA and staff as needed
- One Zoom meeting per month up to 1 hour
Professional
Perfect for small to medium size businesses with a need for occasional accounting data research projects
- Weekly email update of activity planned and performed to keep client informed of the status of their business
- QuickBooks monthly subscription
- Up to 3 bank or credit card accounts reconciled per month
- Up to 100 transactions recorded and classified per month
- Monthly reports provided:
- Executive Summary
- Balance Sheet
- Income Statement (aka P&L)
- Statement of Cash Flows
- Custom Metrics
- Video presentation of financials
- Instructional information for using QuickBooks Online and Client Portal
- At client’s request training will be provided in basic bookkeeping practices as needed
- Unlimited email, text, and phone support to client
- Communication with client’s CPA and staff as needed
- One Zoom meetings per month up to 1 hour each
- Research based on client’s historical accounting data as needed upon request
- All special project requests are subject to bookkeeping professional’s approval
Premium
Perfect for larger businesses with a need for custom reporting and budget analysis
- Weekly email update of activity planned and performed to keep client informed of the status of their business
- QuickBooks monthly subscription
- Up to 5 bank or credit card accounts reconciled per month
- Up to 200 transactions recorded and classified per month
- Monthly reports provided:
- Executive Summary
- Balance Sheet
- Income Statement (aka P&L) with budget analysis
- Statement of Cash Flows
- Custom Metrics
- Video presentation of financials
- Optional: Virtual presentation of financials via Zoom
- Creation and presentation of additional reports at client’s request as needed
- Instructional information for using QuickBooks Online and Client Portal
- At client’s request training will be provided in basic bookkeeping practices as needed
- Informational resources and virtual training on budget creation, income goals, and cost tracking
- Unlimited email, text, and phone support to client
- Communication with client’s CPA and staff as needed
- Two Zoom meetings per month up to 1 hour each
- Research based on client’s historical accounting data as needed upon request
- All special project requests are subject to bookkeeping professional’s approval
- Proactive budget guidance
- Annual budget creation
- Monthly budget analysis
Monthly Add-on Services
Mix and match add-on services to any bookkeeping service level to fit your needs
To enter and process bills in the bookkeeping system, acquire payment approvals, and electronically pay bills
- Up to 10 bills per month: $80.00
- Up to 50 bills per month: $400.00
- Up to 100 bills per month: $800.00
To process bi-weekly payroll, pay employees via direct deposit, and automatically file and pay payroll taxes via QuickBooks Payroll
- Up to 5 employees per month: $205.00
- Up to 15 employees per month: $455.00
- Up to 25 employees per month: $705.00
To create, digitally submit customer invoices from the bookkeeping system, and record payments deposited.
- Up to 10 invoices per month: $80
- Up to 50 invoices per month: $400
- Up to 100 invoices per month: $800
Initial One-time Services
All one-time services will be performed with the first month of service if they are needed in order to move forward with clean and current accounting data for monthly bookkeeping
Initial document collection, completion of onboarding paperwork, and secure client portal setup
- For up to 2 business owners: $160.00
To setup a new QuickBooks Online accounting file, or convert from another software to QuickBooks Online: $640.00
To correct errors, fill in missing data, research anomalies of historical accounting data, and create a clean accounting file
- For each month that needs to be fixed: $320.00
To bring all missing accounting data into the accounting software to present current financial reporting
- For each month that is behind: $240.00