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This bookkeeping package is ideal for small businesses with single owners and no employees.

Includes:

• Reconciliations on 1 bank account and 1 credit card
• Downloading and categorizing income and expenses daily
• Receipt management
• Monthly reconciliation of bank and credit card account
• Monthly prepared financial statements including profit and loss and balance sheet (additional financials upon request)
• Entering A/R & A/P
• $150 set-up fee (new accounts)

This bookkeeping package is ideal for a small but established business that has up to 3 bank accounts and/or credit cards.   

Includes everything from the starter plan plus:

• Tracking company loans
• Year-end 1099's
• Sales Tax management
• $200 set-up fee (new accounts)

This bookkeeping package is for a medium sized established business with up to 6 bank accounts and/or credit cards. 

Includes everything from the starter and standard plan plus:

• Daily sales tracking
• Additional included monthly financials
• Included basic inventory management
• $250 set-up fee (new accounts)

This package is for larger established businesses that have more complex tracking and reporting needs.

Includes all package level items plus additional more complex management of accounts. 

Please call or submit a contact request to discuss needs further and finalize quote.

All bookkeeping packages come with accounts receivable and accounts payable being entered. This add-on service is for full management of the process included collection attempts for accounts receivable and making payments or printing and mailing checks for accounts payable. This can also be a standalone service.

Full payroll services can be added to any bookkeeping package or can be purchased as a standalone option. Cost will depend on the number of employees an the frequency of pay. This service also comes with management of payroll taxes and tax filings.

If you would like to have your books looked over and a cleanup done prior to regular bookkeeping services or. This also includes a set of financials (Balance Sheet and P&L).

This can also be added as a one time service.