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Bookkeeping Service Packages

Bookkeeping Set Up

Investment Starts at $449 (One Time Fee)
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  • Complete QBO Set Up

  • Customized Chart of Accounts

  • QBO App Integration

  • Historical Data Transfer

  • Vendor Import

  • Customer Import

  • Product/Service offerings imported

Bookkeeping Basics

Investment Starts at $299/month
Filling Out Tax Form
  • Bank reconciliation

  • Chart of Accounts setup

  • Transaction categorization

  • Monthly Income & Expense tracking

  • Quarterly Financial Reports

  • Annual Tax Report Package

  • Bookkeeping Support

  • No contract (30 days notice required to cancel)

Bookkeeping Essentials

Investment Starts at $549/month
Calculator
  • QBO Monthly Subscription

  • Hubdoc Monthly Subscription

  • Full Monthly Bookkeeping

  • Chart of Accounts Setup

  • Receipt Management

  • 1099 Tracking

  • Accounts Receivable Reporting

  • Accounts Payable Reporting

  • Monthly Financial Reports (P&L, Balance Sheet, Cash Flow Statement)

  • Annual Tax Package

  • Bookkeeping Support

  • Month End Review Meeting - 30 min

  • No contract (30 days notice required to cancel)

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BONUS

  • Complete QBO Setup

  • Full QBO Integration

(Customized to fit your business needs)

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* Please note: This is a starting price. Your actual monthly rate will be determined after our initial conversation and a review of your books.

Total Bookkeeping

Investment Starts at $950/month
Accountant
  • QBO Monthly Subscription

  • Hubdoc Monthly Subscription

  • Full Monthly Bookkeeping

  • Chart of Accounts Setup

  • Receipt Management

  • 1099 Tracking & Filing

  • Accounts Receivable Reporting

  • Accounts Payable Reporting

  • Monthly Financial Reports (P&L, Balance Sheet, Cash Flow Statement)

  • Annual Tax Package

  • Bookkeeping Support

  • Online Bill Pay

  • Estimated Tax Calculations

  • Asset Tracking

  • Month End Review Meeting - 1hr

  • No contract (30 days notice required to cancel)

​

BONUS

  • Complete QBO Setup

  • Full QBO Integration

(Customized to fit your business needs)

​

* Please note: This is a starting price. Your actual monthly rate will be determined after our initial conversation and a review of your books.

Bookkeeping Add-On Services

Historical Clean Up

Performed to correct past mistakes and clean up accounts by recategorizing transactions and reconciling account balances.

Catch Up

When no bookkeeping tasks have been performed for a specific number of months, catch up services are needed.

Accounts Receivable

Preparing and sending invoices to customers.

Accounts Payable

Includes entering bills into system and preparing bills for approval.

Sales & Use Tax

Manage calculations, returns & reporting, and sales tax registration. Includes full tax platform integration with POS system & QBO.

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*Pricing is based on number of states and countries.

1099's

Tracking and Filing* of 1099's

 

*Price for filing is determined by the number of 1099's at the end of the year.

Payroll

Assist or manage in processing payroll based on your businesses needs.

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