top of page

Flexible Bookkeeping Packages

Choose the monthly bookkeeping package that matches your current growth stage and scales with your success.

Startup

For service-based businesses with $150k/year or less in revenue

$300/mo

  • Monthly transaction processing and reconciliation of up to 4 checking, savings, and/or debt accounts
  • Processing for one sales channel (ex. Square, Stripe, PayPal)
  • Monthly financial statements
  • Year-end 1099 filings

Growth

For service-based businesses with $150k–$1M/year in revenue

$500/mo

  • Monthly transaction processing and reconciliation of up to 6 checking, savings, and/or debt accounts
  • Processing for up to two sales channels (ex. Square, Stripe, PayPal)
  • Monthly financial statements contractors and vendors
  • Year-end 1099 filings
  • Tracking of up to 5 income categories

Established

For service-based businesses with more than $1M/year in revenue

$850/mo

  • Monthly transaction processing and reconciliation of up to 10 checking, savings, and/or debt accounts
  • Processing for up to three sales channels (ex. Square, Stripe, PayPal)
  • Monthly financial statements
  • Year-end 1099 filings
  • Quarterly Strategic Reviews
  • Unlimited income categories as needed to fully craft your P&L

Additional Services

for all business types and sizes

Contact for pricing

  • QuickBooks Desktop to Online software conversion
  • New accounting software setup and configuration
  • One-time QuickBooks account clean-up
  • Multi-year bank and credit card reconciliation
  • Custom financial report & dashboard creation

Not Sure Which Bookkeeping Tier Fits?

Let’s find the right clarity for your numbers together.

bottom of page