Services

We are excited to work with business owners who are ready to add an accounting professional to their team.

Our clients receive a thorough bookkeeping review and assessment of work needed as part of our set up process. Starting with a strategy level call, followed by an interview and account review by your bookkeeping partner, the onboarding process provides a complete action plan with customized pricing for the services you need and will benefit most from. Ongoing personalized care from a bookkeeping professional who works with you to meet your reporting goals (cash or accrual basis) and keep your books compliant for tax reporting.

Packages and Pricing

All Plans Include:

• Transaction Review and coding
• monthly bank, credit card, and revenue reconciliations
• monthly financial reports
• State and local business tax filings (sales tax, gross revenue filings)
• 1099 reporting and W9 collection*
• Business license renewals

Listed fees are base amounts for each package level, actual monthly fees may vary. Every package includes a one-time set up fee equal to their contracted monthly fee.

What plan is right for your business?

Basic

• One revenue / payment stream
• Up to 2 bank, credit card, or PayPal accounts – Venmo accounts are $100 extra
• Basic month-end reporting
• Your work is scheduled to be addressed in 1-2 work blocks per month on our schedule
• Includes up to 3 hours/month, additional time billed at $95/hour

Essential

• Up to 4 revenue / payment streams
• Up to 4 bank, credit card, or PayPal accounts – Venmo accounts are $100 extra
• Month-end revenue entry / verification to your source materials
• Weekly work block to attend to your bookkeeping needs on our schedule
• Includes 1 monthly meeting to discuss your financials
• Pre-book 1 work block per month for time sensitive tasks
• Includes up to 7 hours/month, additional time billed at $85/hour

Plus

• Unlimited revenue / payment streams
• Unlimited bank, credit card, or PayPal/Venmo accounts
• Revenue entries as needed with monthly reconciliation to source materials, daily or weekly invoice generation
• Input your transactions and attend to your bank feed as needed; 2-5 times per week
• Pre-book work blocks when you need us to be available
• Includes monthly, and up to 1 weekly meeting, to discuss your financials
• Available daily to process transactions, answer questions, and attend to your needs
• Includes up to 4 hours/week, additional time billed at $75/hour

All our plans utilize Quickbooks Online and Dext, for receipt capture, to help ensure we provide the best support possible. That support includes regular check-ins with your bookkeeper based on your plan, plus financial review and strategy meetings appropriate for your business.

Common add-ons include ecommerce integrations and management, vendor payments and accounts payable management and additional state revenue filings.

Don’t see a perfect fit? Schedule a discovery call now!

We’re Here to help!

Let’s Work Together