Services offered

The Basics*
$300.00
Every month

✓ Accurate tracking of all financial transactions
✓ Monthly bank & credit card reconciliation
✓ Expense categorization for clear financial reporting
✓ Monthly financial statements
The Essentials*
$600.00
Every month

✓ Includes all services from The Basics PLUS:
✓ Accounts Payable (Bill Pay)
✓ Accounts Receivable (Invoicing)
The Premiums*
$1,000.00
Every month
✓ Includes all services from The Basics & The Essentials PLUS:
✓ Full service Accounts Payable & Accounts Receivable
✓ Project/Class Tracking (1099)

*all service packages subject to price changes depending on transaction volume & number of accounts

Service ADD ONS

We offer several add-on services that can be included with any monthly package or purchased as one-time options.

One-Year Cleanup*
$2,000.00

We make sure your books are ready for taxes! One time cleanup includes review & categorization of all transactions, reconciliation, matching documentation, and closing books for monthly & year-end review.

Payroll Management*
$100.00 every month

Full Payroll Management for your business including regular payroll entry, unscheduled payroll, contractor pay, and tax payments.

$100 flat fee for Payroll Services. Number of employees/independent contractors will determine final price.

Monthly Sales Tax Filing*
$50.00 every month

Calculating & filing your monthly sales tax.

Price dependent on the number of filings per month.

Inventory Management*
$200.00 every month

Let us keep track of what you buy & sell. We will track the movement, pricing, and profit of your inventory.

Basic Setup for Quickbooks*
$150.00

Initial company file creation, chart of accounts setup, and connecting all of your accounts.

Quickbooks Training/Walk-Through*
$250.00

Assistance in how to navigate Quickbooks, create products/services, properly recording & categorizing transactions, creating invoices, and more. Whatever you seek support for, we are here to help.

Hourly rate available for shorter sessions.

*all service add ons subject to price changes depending on transaction volume & number of accounts