Peace of Mind, Convenience​, Freedom

 

Monthly Plans $300 – $1,200

 

Includes:

• Receipt management

• Transaction categorization

• Account reconciliation (up to 5 accounts)

• Monthly Profit & Loss statement

• End of Year Tax Ready Profit & Loss Statement

• 2 custom reports (cash flow, income by client, expense breakdown, etc.)

• Monthly review meeting (30 min)

• Priority email support (response within 1-2 business days)

• Light administrative support

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Optional

• Bookkeeping Software (QuickBooks Online, Wave)

• New Business Bookkeeping Software Setup + Onboarding $200+

• Existing Business Bookkeeping Software Setup + Onboarding $300+ 

• Catch Up Bookkeeping

• Catch Up/Yearly Bookkeeping

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Not Available

• Bookkeeping Diagnostic Review

• Bookkeeping Cleanup

• Payroll

• Accounts Payable

• Accounts Receivable

• Inventory

• Job Costing

• Tax Filings

• Audit Representation

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