Pricing

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We are strategic bookkeepers that focus on proactive planning and upfront pricing.

We like to structure a fixed pricing with our clients on most of our services. Some tasks may take longer than others, while updating or back tracking expenses can lead to unknown number of hours needed and surprise bills. We don’t like to nickel and dime our clients. We like to price our value in line with the services provided and give our clients #1 service delivery and support all included with a fixed price.
Since every business is unique, we offer a free review of your accounts and needs and can customize a package for you.
All plans include:
  • Free initial consultation and review
  • Dedicated account manager who is your single point of contact
  • Access to a direct email address for collaboration and management
  • Real-time access to your finances
  • Monthly financial reports
  • Upgrade, downgrade, or cancel any time

Essentials Plan

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  • Import bank & credit card transactions
  • Classifying transactions to appropriate categories
  • Reconciling transactions with statements
  • Create reconciliation reports
  • Monthly financial reports
  • Balance sheet
  • Profit & loss statement
  • QuickBooks Online subscription optional
Get Quote

Standard Plan

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  • Import bank & credit card transactions
  • Classifying transactions to appropriate categories
  • Reconciling transactions with statements
  • Create reconciliation reports
  • Monthly financial reports
  • Balance sheet
  • Profit & loss statement
  • Cash flow statement
  • Accounts receivable management
  • QuickBooks Online subscription included *
Get Quote

Premium Plan

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  • Import bank & credit card transactions
  • Classifying transactions to appropriate categories
  • Reconciling transactions with statements
  • Create reconciliation reports
  • Monthly financial reports
  • Balance sheet
  • Profit & loss statement
  • Cash flow statement
  • Accounts receivable management
  • Accounts payable management
  • 1-hr virtual meeting per month for collaboration, review, and planning
  • QuickBooks Online subscription included *
Get Quote

Payroll Services

  • Payroll administration
  • Payroll vendor set up & management
  • 1099 preparation and filing
  • Payroll tax facilitation
  • Custom payroll reports

Catch Up Services

  • Clean up current or past year transactions
  • Reconcile all accounts to current AP/AR
  • Update chart of accounts for accurate reporting
  • Enter missing data and rectify incorrect entries

Custom Solutions

  • QuickBooks company set up
  • Set up chart of accounts
  • QuickBooks training
  • Premium financial reporting
  • Accounts payable management
  • Accounts receivable management

Each plan will have transaction variables. Transactions are determined by taking a total monthly average of all transactions (debits and credits) from each of your statements. Books must be up to date to begin with any monthly service plans. Online Banking Access required for all plans. QuickBooks Online Subscription included with Standard & Premium plans for the life of service contract.