Bookkeeping Services

Ensuring accurate financial management for small businesses

Essential Bookkeeping Package
$400.00 every month

  • Up to 2 bank/credit card accounts

  • Monthly transaction categorization (up to 100)

  • Profit & loss, balance sheet, and cash flow reports

  • Email support (48-72 hour response time)

  • QuickBooks Online setup or review

Growth Bookkeeping Package
$700.00 every month

  • Up to 5 bank/credit card accounts

  • Monthly transaction categorization (up to 300)

  • Monthly reconciliation

  • Profit & loss, balance sheet, and cash flow reports

  • Priority email support (24-48 hour response)

  • Quarterly check-in call (30 minutes)

Comprehensive Financial Management
$1,200.00 every month

  • Up to 10 bank/credit card accounts

  • Monthly transaction categorization (up to 500)

  • Monthly reconciliation and classification review

  • Comprehensive monthly financial reports

  • Budget vs. actual tracking

  • Monthly strategy call (45 minutes)

  • Priority phone/email support

  • Tax prep coordination with CPA (client’s or ours)

Add Ons

Invoicing + Accounts Receivable Management
$150.00 every month

  • Create and send client invoices

  • Track outstanding payments

  • Follow-up/reminder emails for late payments

Bookkeeping Software Migration
$600.00

  • Move from spreadsheets, Wave, FreshBooks, etc. to QuickBooks

  • Includes full data transfer, setup, and training

Payroll Coordination
$200.00 every month

  • Work with client’s payroll provider

  • Track contractor payments

  • Ensure proper categorization of wages, taxes, and benefits

Bookkeeping Cleanup / Catch-Up
$200.00

  • For clients behind 2+ months or switching providers

  • Flat fee or monthly rate depending on number of months

  • Price is for every month of backlog