Our Services

Comprehensive Bookkeeping $500 per month

A bookkeeping solution designed for small operations, offering precise financial management and dependable support

Included Services

Monthly Bookkeeping Up to 200 transactions per month, including bank and credit card reconciliations, debtor reminders, and seamless maintenance of your accounting platform

Financial & Management Reports Monthly Profit & Loss, Balance Sheet, and Accounts Receivable/Payable reports delivered with clarity

Quarterly Advisor Meetings Personalized strategy check-ins aligned with your goals

Year-End Tax Collaboration Coordination with your accountant for year-end filings, including estimated payments and 1099s

● Guaranteed email response within 3 business days

Let us handle the books — so you can focus on running your business

Premium Bookkeeping $1,200 per month

A bookkeeping solution designed for growing businesses, offering enhanced financial management and strategic insights

Included Services

Monthly Bookkeeping Up to 400 transactions per month, including bank and credit card reconciliations, debtor reminders, and seamless maintenance of your accounting platform

Financial & Management Reports Monthly Profit & Loss, Balance Sheet, and Accounts Receivable/Payable reports delivered with clarity

Monthly Advisor Meetings Personalized financial guidance and strategic planning

Sales Tax Filings for 1 State

Payroll Services for up to 2 employees (via Gusto)

Year-End Tax Collaboration Coordination with your accountant for year-end filings, including estimated payments and 1099s

● Guaranteed email response within 2 business days

Let us handle the books — so you can focus on growing your business

Enterprise Bookkeeping Custom Pricing

A bookkeeping solution designed for businesses with complex needs, offering full-service support and strategic collaboration

Included Services

Weekly Bookkeeping Unlimited transactions per month, including weekly bank and credit card reconciliations, troubleshooting, and debtor reminders, and seamless maintenance of your accounting platform

Financial & Management Reports Weekly and Monthly Profit & Loss, Balance Sheet, and Accounts Receivable/Payable reports

Weekly Advisor Meetings Ongoing financial strategy and oversight

Weekly Accounts Payable Management (via Bill.com)

Sales Tax Filings for up to 2 State

Payroll Services for up to 10 employees (via Gusto)

Custom Reporting 1 tailored report built to your specifications

Year-End Tax Collaboration Coordination with your accountant for year-end filings, including estimated payments and 1099s

On-Domain Email Integration for seamless team communication

● Guaranteed email response within 1 business days

Let us handle the books — so you can focus on leading your business

Add-Ons

Customize your bookkeeping experience with scalable add-ons and one-time services to meet your evolving business needs.

Monthly Add-Ons

    • Up to 200: $250

    • Up to 400: $400

    • Up to 600: $550

    • Up to 800: $700

    • Unlimited: Contact for pricing

    • Up to 2 employees: $100

    • Up to 10 employees: $450

    • Up to 20 employees: $800

    • Additional employees: $30 each

    • Full accounts payable management: $125/month

    • 1 state: $200

    • 2 states: $350

    • Additional states: $150/state

    • $150 per report, plus hourly rate

    • Personalized strategy session: $250

    • $200 - Includes core services and up to 200 transactions

One-Time Services

    • $1,000 base + hourly rate

    • $100/hr

    • $150.00

    • $500 base + hourly rate

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