Bookkeeping Packages
Solutions for small businesses, from basic bookkeeping to full-service support.
$400 per month
All Starter services
Up to 100 transactions categorized
Sales Tax setup, Tracking, Filing
Bank & Credit Card Setup (3 of each)
1099 Prep (up to 5 vendors)
Invoice & Billing
Payroll Setup & Mgmt. (up to 5)
Class & Location Tracking
Receipt Capture/Review
Quarterly Check-In
All Growth services
Up to 150 transactions categorized
Bank & Credit card setup (5 of each)
1099 Prep (up to 10 vendors)
Payroll Setup & Mgmt. (up to 10)
Bill Pay Setup & Mgmt.
Fixed Asset Tracking Setup & Mgmt.
Services & Products Setup & Mgmt.
Inventory Monitoring
Tip/Commission Verification
Quarterly Tax Estimates
Cash Flow Overview
Custom Reporting
Year-End CPA Package
Email & Text Support
$650 per month
$975 per month
Up to 50 transactions categorized
QuickBooks Online Setup
Chart of Accounts Setup
Bank & Credit Card Setup (1 of each)
Monthly Bank Reconciliations
Monthly Financial Reports
1099 Prep (up to 3 vendors)
1 Onboarding call
Email Support
Additional 50 Transactions Categorized $50 per month
Payroll Setup & Mgmt. (up to 5 employees) $150 per month
Payroll Setup & Mgmt. (up to 10 Employee) $200 per month
Custom Chart of Accounts Setup & Mgmt. $125/one-time
Bill Pay Setup & Mgmt. $75 per month
Fixed Asset Tracking Setup & Mgmt. $75 per month
Sales Tax Filing $100 per filing
Receipt Management $50 per month
Estimated Tax Reminder $25 per quarter
Additional 1099 Prep $25 each vendor
Year-End CPA Package $150 per year
Clean-Up Services $125 per hour
