Bookkeeping Packages — Choose what works for you!
Monthly Bookkeeping (Premium offering)
If your business is at—or approaching—six figures, monthly bookkeeping is a great fit. We handle the details so you can stay as hands-off as you’d like, while still having a clear view of your finances year-round.
INCLUDED IN EVERY PACKAGE
Accurate, organized bookkeeping every month
Clean and simple reports sent to your inbox
A dedicated Account Manager for support and questions anytime
Two live Zoom review calls per year to walk through your reports together
Seamless collaboration with your CPA
Confidence and peace of mind knowing your bookkeeping is in expert hands
*Monthly bookkeeping services are typically priced between $350–$600/month, based on account volume and the level of bookkeeping support needed.
CUSTOMIZE YOUR PACKAGE WITH THESE ADD-ONS
Annual budget setup
Payroll setup and processing
Not quite ready for monthly bookkeeping? No problem—we offer flexible options including quarterly, semi-annual, and annual (tax-time) bookkeeping.
Catch-up Bookkeeping
Bring your bookkeeping current so you have clean, reliable numbers for tax season.
WHAT'S INCLUDED
Full review or custom setup of Quickbooks
Accurate, and up-to-date bookkeeping records for the selected timeframe
Clean and simple reports sent to your inbox
A live Zoom call where we review your reports together so you fully understand what happened financially during the period.
Optional: continue to monthly bookkeeping
