Monthly Bookkeeping Services
- We will categorize all of your income and expenses transactions for all business checking, savings and credit card accounts
- We will reconcile your balance sheet accounts, gross sales, payroll expenses
- We will issue financial reports every month delivered via email
- Quickbooks Online subscription is required; we can help you get 30% off for 12 months if you don’t have a subscription yet – here.
Custom quotes are required since each business has unique needs; starting prices for basic bookkeeping services are below:
Level 1
$350
monthly
- For businesses with up to $25,000 in monthly revenue or expenses
(whichever is greater). - Keep your business organized
- Monthly reports
- Enjoy your business and have less stress
Level 2
$550
monthly
- For businesses with $25,001 – $150,000 in monthly revenue or expenses
(whichever is greater). - Take organization to the next level
- Monthly reports
- Plan for the future
Level 3
$950
monthly
- For businesses with $150,001 or more in monthly revenue or expenses
(whichever is greater). - Tailored organization
- Monthly reports
- Make informed business decisions
START UP BUSINESS BOOKKEEPING is also available for $200/month for businesses with up to $4,000 in monthly revenue or expenses (whichever is greater); quarterly reports provided.
Diagnostic Review
$350+ one-time fee
- For businesses who already use QuickBooks Online and may need catch-up and/or clean up services
- We will do in-depth review of your QuickBooks Online account and summarize our findings and recommendations
- We will propose a price for cleanup as well as monthly bookkeeping services going forward
Additional and Add-on Services
AP Management
Starting at $150/month
Do you find it difficult to keep up with bill payment and how much you owe your vendors? Do you have independent contractors that need to be paid on a regular basis? Are you tired of writing paper checks? We can help set up and regularly schedule your electronic bill payments with approvals workflow.
Class Tracking
Starting at $150/month
Are you curious how profitable your various projects or locations are? Do you really know if you’ve made money on Job 1 vs Job 2? Are you a nonprofit who is required to track restricted funds and program expenses? We can track the meaningful breakdowns for your business.
AR Management
Starting at $150/month
Do you struggle with getting your client invoices out timely? Or recording your customer payments so you have accurate customer balances? We can help with both of these tasks!
1099 Filing
$25/each
We can prepare and file your 1099s in January per IRS requirements. You will need to collect W9’s from your applicable contractors/vendors.
Budgeting
Starting at $75/month
Do you want to plan ahead to better manage your income and expenses? We can enter your budget in Quickbooks and provide budget vs. actuals reports.
Training
$125 for 40 minutes of one-on-one virtual training plus email support
Do you want to do your own bookkeeping? Do you struggle to understand how to use QuickBooks Online? We can help! One-on-one virtual training plus email support.