.png)
BOOKKEEPING SERVICES
SIMPLE START
($50k/year revenue - Recommended minimum)
Ensure all transactions are categorized properly and your books are kept up to date (Bi-weekly at a minimum)
​
Profit & Loss statement and Balance sheet (sent monthly, but access is always available)
​
Monthly account reconciliation
​
Access to our client portal
​
$250/month @ $50k/year revenue
Up to $1,500/month @ $1m/year revenue
Call for pricing above $1m/year
ESSENTIALS
($100k/year revenue - Recommended minimum)
Ensure all transactions are categorized properly and your books are kept up to date (Bi-weekly at a minimum)
​
Profit & Loss statement and Balance sheet (sent monthly, but access is always available)
​
Monthly account reconciliation
​
Access to our client portal
​
Manage your Accounts Payable & Accounts Receivable
​
Monthly Form E-500 Filing for Sales and Use Tax
​
Monthly business consultation based on your business needs to enable growth and optimization
​
Custom reports for optimized business growth
$500/month @ $100k/year revenue
Up to $3,250/month @ $1m/year revenue
Call for pricing above $1m/year
ADVANCED
($120k/year revenue - Recommended minimum)
Ensure all transactions are categorized properly and your books are kept up to date (Bi-weekly at a minimum)
​
Profit & Loss statement and Balance sheet (sent monthly, but access is always available)
​
Monthly account reconciliation
​
Access to our client portal
​
Manage your Accounts Payable & Accounts Receivable
​
Monthly Form E-500 Filing for Sales and Use Tax
​
Monthly business consultation based on your business needs to enable growth and optimization
​
Custom reports for optimized business growth
Full-service A/P & A/R management. We will create your bills & invoices and track payments.
​
Proactive Tax Planning & Advice - pay your fair share of taxes, and not a penny more
$800/month @ $120k/year revenue
Up to $4,400/month @ $1m/year revenue
Call for pricing above $1m/year
If you don't see a plan you like, or you would like to mix and match, reach out to us to see what we can do for you. Consultations are free!
Also see our Other Services, and Starter Pack offerings below:
Other Services
Need something that isn't listed above? We can add any of these in for you, and it may not cost you any extra, depending on the complexity of the work.
QuickBooks Clean-up or Catch-up
Getting behind with your books, or never had any to start with? Or maybe you have a mess to contend with?
1099 Filing
Having trouble keeping up with who to send 1099's to at the end of the year?
Tax Preparation
Want us to take care of your taxes too? No problem!
Starter Pack
$300-500
(or $50/month for 6 months - $85/month for 6 months)
Just starting your business and need some help, or need help creating one from scratch?
Business Creation
($100 value)
We help you get your EIN, LLC, FinCEN BOI filing, and QuickBooks Online set-up (includes my 12 month ProAdvisor discount)
Services
($500 Value)
Mid-year tax evaluation (this will be for the following year if starting the business later in the year), 1 month of bookkeeping redeemable at any time (excludes cleanups)
Advice
($300 Value)
Business growth advice & beginner guidelines, tax advice and planning