Bookkeeping Services

So you can log out of Quickbooks and put your feet up.

 

Bookkeeping Packages

Our packages are designed to scale as your business does. Each plan begins with a diagnostic review of the current state of your QuickBooks file.

From there we will recommend a plan and provide a quote based on your status, number of monthly transactions, the total number of accounts, the average number of expenses, receivables, and other contributing factors.

Mini Getaway

This package is great for those who need a little help tracking expenses, without all the extras.

  • Transaction categorization

  • Bank reconciliation

  • Standard monthly financial reports

  • Quarterly check-in meeting

Investment starts at $550 monthly

 

Travel Size Package

This package is perfect for those who just need a bit of help to get by. This plan includes:

Mini Getaway +

  • Custom monthly financial reports 

  • Monthly check-in meeting

Investment starts at $1150 monthly

 

All-Inclusive Package

This package is great for businesses that are ready to oustource a CFO. Package includes:

  • Everything from our Travel Size Package +

  • Virtual CFO package 

  • Bi-weekly or monthly financial strategy meeting

Investment starts at $2500 monthly

 
 

 Diagnostic Review

Please note, all packages and clean-ups require a diagnostic review of the current QuickBooks file. A diagnostic report is provided post-review.

 
 

Add-Ons

 

Clean-Up Packages

Based on quoted pricing

If you need to begin your services with a clean-up or would simply like a clean-up to get back on track with your books, this package includes the following:

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Transaction categorization and account reconciliation 

Sales tax review 

File clean-up

Payroll

$250/month* + $10/employee

All packages include the option to add on payroll services with Gusto. Payroll services include the following:

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Support for payroll time cards and salary positions

Benefits Advisory

W2 Processing

*base price includes up to three employees

 

 Military Discount

We provide a military discount of 15%, up to $100. This is on base-rate monthly packages and does not apply to add-ons.

 
 

 Not sure what’s right for you?

Schedule a consultation and we will walk you through what option may be best for you. Begin by creating an account in our client portal and applying to work with us.