Skip to main content

Bookkeeping Packages

We provide quality, efficient accounting and tax services to businesses and individuals. We take pride in the effort we put into making sure you obtain financial clarity. We believe in educating our clients in order for them to make the right strategic decision for the future to come.

Our Bookkeeping Services are offered in partnership with industry-leaders ADP and Quickbooks. We assist in key elements of organizing and preparing your finances - from monthly account reconciliation to financial statements to annual tax document preparation, payroll, budgeting, and more!

Please review the packages below, complete our questionnaire, and book your consultation.

Step 1 of 2: Review our Plans

Link to Step 2 is at the bottom of page.
Please scroll to the right to view entire table.
SERVICE
PREMIUM
PACKAGE
REGULAR
PACKAGE
BASIC
PACKAGE
PRICE $1000 $500 $300
APPROX. HOURS/MO 50 25 10
Quickbooks Online Setup
Hubdoc Subscription Included for Easy Filing System
Stay in Compliance with Tax Law & Generally Accepted Accounting Principles
Receipt Management Subscription Client Tracks own Receipts
Monthly Account Reconciliation (# of accounts)
$50/additional account
5 3 2
Transactions Recorded and Reviews from Bank Feeds (# of transactions)
$40/100 additional transactions
300 175 100
Financial Statements (# of statements)
$20/additional statement/month
5 3 3
Email Support
Phone Support - Appointment Only
Financial Review by Video Call Monthly Quarterly Quarterly
Review and Clean-Up of Books, or "Closing" Monthly Monthly Quarterly
AR/AP Reporting
$25/additional report
Quarterly Quarterly Annually
Prepare Reports for Tax Preparation
Annual W-2 and 1099 Preparation
Collaboration with CPA/Attorney of Your Choice
Sales & Use Tax Filing
App Recommendations as Needed
Online Bill Pay
Fixed Asset Tracking
Inventory Tracking
Budgeting
Cashflow Forecasting

ADD-ONs (can be added to your package on demand)

Payroll - Up to 100 employees $120/month $75/month $50/month
Max # of Employees Allowed per Package
(50-100 employees is additional $75/month)
50 30 20
Benefits
Complimentary add-on as needed up to # employees
50 30
Special Projects
Research; Form Creation; etc.
$30/hour $30/hour $30/hour
Staff Development Advisory $40/hour