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Simple

For those who want the peace of mind that their books are being taken care of.

Plan includes:

  • Monthly bank account reconciliation for up to 2 bank accounts

    • Up to 50 transactions for both accounts.

  • Preparation of monthly financial reports, balance sheet and Profit & Loss Statement.

Investment begins at

$175

per month

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Essential

Best serves those who need to add vendor and customer invoicing.

 

Plan includes:        

  • Monthly Bank Account reconciliation for up to 2 bank accounts

    • Up to 200 transactions for both accounts.

  • Reconciliation on 2 credit card accounts.

  • Process vendor invoices

    • Up to 100 per month.

  • Prepare customer invoices

    • Up to 100 per month.

  • Preparation of monthly financial reports, balance sheet, P & L Statement

Investment begins at 

$550

per month

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Complete

Designed to assist high volume small businesses.

.

Plan includes:        

  • Monthly Bank Account Reconciliation for up to 3 bank accounts

    • Up to 300 transactions for all accounts

  • Reconciliation of 2 business credit card accounts.

  • Accounts Payable and Accounts Receivable

  • Process vendor invoices up to 200 per month.

  • Prepare customer invoices up to 200 a month.

  • Preparation of monthly Financial Reports, balance sheet, P & L Statement.

Investment begins at 

$1,199

per month

PACKAGES

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STRAIGHT FORWARD PRICING

OUR PROCESS

Consultation

During your consultation, we will get to know you and your business goals. 

We'll ask you a few questions about your finances, then gain access to your transactions and last tax return to begin a diagnostic review.

On-Boarding

 After the Diagnostic review, we will create a custom plan of action to get your books up to date and offer a monthly maintenance plan so you can have the proper information and management reports to make the best decisions for your business.

Once you decide on a plan, we will do all of the heavy lifting. From organizing your financials transactions to payroll services, we've got you covered.

Leave the Rest to Us

WE ALSO OFFER

QUICKBOOKS ONLINE SETUP

  • Complete QuickBooks Online SetUp

  • Customized Chart of Accounts

  • QBO APP integration SetUp

  • Historical Data Transfer

Investment of

$495

Historical Bookkeeping

Preformed at an hourly basis or flat fee rate. Contact us for pricing.

Diagnostic Review

Assessment of books prior to historical bookkeeping to determine a personalized course of action.

Investment of

$175

STANDARD HOURLY RATE

$35

Payroll Setup

One time cost of

$250

Basic Payroll Processing

Monthly fee of

$15/employee

Simple Add-On Package

Monthly add on for growing businesses that have the Simple package, but aren't ready to graduate to the Essentials package.

Simple Add On Includes:

  • Monthly Bank Account Reconciliation for up to 1 additional account (2 total)

  • Up to 100 more transactions for all accounts (150 total)

  • Process up to 50 additional vendor invoices 

  • Prepare up to 50 additional customer invoices 

​

$150

per month

Quickbooks Subscriptions

Packages range from $30-$200 per month.

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