Bookkeeping Essentials
For businesses needing reliable monthly bookkeeping, basic reporting, and tax-ready books.
Starting at
$299
/month
- Record transactions
- QuickBooks Online subscription
- 24/7 online access to financials
- Accounting method: cash basis
- Bank reconciliations
- Payroll entries
- Payroll administration (add-on)
- Monthly reports: Balance Sheet & Profit and Loss
- Quarterly business consultation
- Tax-ready books and year-end package
- US-based daily (M–F) support
Bookkeeping Plus
For businesses with more complex accounting needs who want deeper insight. Includes everything in Essentials, plus:
Starting at
$599
/month
- Accounting method: cash or accrual basis
- Accrual and adjustment journal entries
- Custom reports
- Monthly business consultation tailored to growth and optimization
- Revenue and expense variance and trend analysis
- Custom KPI dashboard for key performance metrics and trends
- US-based daily (M–F) support
Startup
For businesses transitioning to QuickBooks Online.
Project rate
$299
/project
- Chart of accounts setup
- Legacy data migration
- Regularly scheduled project updates
- US-based daily (M–F) support
Clean-Up
Need help cleaning up your books or catching up with transactions? We can help.
Project rate
$999
/project
Add-Ons
Contact for Pricing
- W-2 preparation and filing
- 1099 preparation and filing
- Payroll processing
- Business Budgeting & Forecasting
- Margin Analysis
- Cash Flow Analysis