BOOKKEEPING

OPTIONS

Pricing subject to change depending on business need & customization for you.

Base

Up to 100 transactions per month
$ 150
00
Monthly
  • Monthly reconciliation of bank & credit card accounts
  • Monthly preparation of Income Statement and Balance Sheet
  • Monthly reconciliation of Accounts Receivable and Accounts Payable to Balance Sheet
  • Expense Coding
  • Email Support
  • Monthly reconciliation of loan accounts
  • Weekly Recaps
  • Preparation, filing, and distribution of 1099's, up to 5

Standard

Up to 100 transactions per month
$ 450
00
Monthly
  • Monthly reconciliation of bank & credit card accounts
  • Monthly preparation of Income Statement and Balance Sheet
  • Monthly reconciliation of Accounts Receivable and Accounts Payable to Balance Sheet
  • Expense Coding
  • Email Support
  • Monthly reconciliation of loan accounts
  • Weekly Recaps
  • Preparation, filing, and distribution of 1099's, up to 5

Executive

Up to 500 transactions per month
$ 1,000
00
Monthly
  • Monthly reconciliation of bank & credit card accounts
  • Monthly preparation of Income Statement and Balance Sheet
  • Monthly reconciliation of Accounts Receivable and Accounts Payable to Balance Sheet
  • Expense Coding
  • Email Support
  • Monthly reconciliation of loan accounts
  • Weekly Recaps
  • Preparation, filing, and distribution of 1099's, up to 5

ADDITIONAL SERVICES

Pricing subject to change depending on business need.

1099 Preparation

$ 150
00
One-time
  • Preparation, filing, and distribution of 1099-NEC or 1099-MISC, up to 5
  • 1099 Filing Confirmation Report

Catch-up

$ 450
00
One-time
  • Reconciliation of one bank or credit card account
  • Less than two years of transactions and less than 400 transactions

Software Set-up

$ 150
00*
One-time
  • Basic set-up of chart of accounts invoice codes, and import of contacts (vendors & clients).
  • Link bank and credit card accounts.

FAQ's

Generally, no. Most CPA’s focus tax related items on an annual basis. Bookkeepers focus on the daily management of your expenses & income. We’re positioned to notice any daily concerns, with quick action to resolve. We keep your books in order so that your CPA can prepare your returns in an efficient manner.

Since you’re here, I’m guessing that you’re already struggling with time balance. I’ll work efficiently to manage your books. I’ll give you back some time to focus on growing your business.

No problem! We’ll discuss your current challenges and goals and work around that.  

Nope! Though we will have a contract, it will outline the terms and cancellations without penalties or fees.

For my own business, I use ZohoBooks. For my clients, I’ve used QuickBooks, Xero, and Wave.

READY TO GET STARTED?

Click below!