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TAILORED SERVICE, MEASURABLE RESULTS

Service Packages

Below are the standard bookkeeping packages. Plans can also be tailored to meet your specific needs. Services are explained in more detail under the list of packages.

BOOKKEEPING SERVICES

Making Notes

Monthly starting at $200*


  • Input all transactions for up to 2 bank accounts and / or credit card accounts.

  • Reconcile up to 2 bank accounts and /or credit card accounts.

  • Make any adjusting entries needed.

  • Provide Balance Sheet, Profit & Loss and any other reports needed.

*add $50 for each additional bank or credit card account.

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SILVER PACKAGE

Data on a Touch Pad

-Quickbooks Online Subscription (QBO)
-Two synced accounts (bank account, credit card, other)
-Up to 75 transactions recorded and categorized monthly
-Reconciliation of accounts on a monthly basis
-Preparation of financial statements on a monthly basis (Balance Sheet, Income Statement, Statement of Cash Flows)
-45 mins of consultation time to review financial statements and activity

PLATINUM PACKAGE

Making Notes

-Quickbooks Online Subscription (QBO)
-Two synced accounts (bank account, credit card, other)
-Up to 100 transactions recorded and categorized monthly
-Reconciliation of accounts on a monthly basis
-Preparation of financial statements on a monthly basis (Balance Sheet, Income Statement, Statement of Cash Flows)
-Accounts receivable management - up to 25 transactions
-Accounts payable management - up to 25 transactions
-45 mins of consultation time to review financial statements and activity

We want you to succeed. Contact us today to see how you can benefit from our variety of accounting services.

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