Bookkeeping can be time consuming. In the past small businesses hired full time employees for bookwork and admin tasks. That still may be a good idea for you depending on your bookkeeping needs. Below are some more affordable options that range from bare minimum reconciling to employee (like) support.
Bookkeeping is personal, finances are personal. Also, everyone's bookkeeping needs are unique and can vary wildly. Because of this, I do sales calls with every potential client. Clients usually stay with me for years; so we both need to make sure we're a good fit for each other. If you're interested in ongoing bookkeeping support. Please fill out my 'get to know you questionnaire'!
Packages starting at $499/month
Pricing Packages
Your Base Rate
Base Rate starts at $200/mnth for 1 Account & 100 transactions (TXN's). It increases $50 for every account and/or 50 TXN's. Examples below.
An account is every bank account, savings accounts, credit card or loan you need reconciled. Merchant accounts (Stripe, PayPal, etc.) are an extra fee. A transaction is everything going in AND out of your account. You can find this number on your monthly statements.
1 account 100 txn's = $200
1 ACCOUNT 150 TXN'S = $250
2 ACCOUNTS 100 TXN'S =$250
2 accounts 150 txn's = $300
starting at $200 / month
Simple
The Simple Package is your base rate + any add-ons. It includes everything below and you can add other bookkeeping services for an extra fee.
The Simple Package is for you if you just need a little bookkeeping support and want to do some of the work and/or are on a strict budget. It won't cover all your bookkeeping but will take a good amount of the doing off your plate. Click here for a list of Add-ons.
Monthly reconciling
email support
monthly reports (balance sheet, p&L)
5 bookkeeping questions
BASE RATE + add-ons
5 checks/ month
Gold
The Gold Package includes everything in Simple + below. It's a more inclusive service with more support. The Gold Package is for you if you don't know much about bookkeeping and want most of it off your plate, have multiple merchant accounts or have complicated books.
A/r, invoicing & income account work
gusto payroll data sync & monitor
loan, asset & equity support
categorizing & monthly questions
BASE RATE + $300
voxer support, unlimited questions
50% off merchant accounts
30% off cleanups with 3 month commitment
Platinum
Platinum Package is more like hiring an employee to support ALL your bookkeeping needs as well as priority service and monthly meetings. It includes everything in Simple and Gold + below.
Filing & storage of bank statements/reports, etc ...
first in line for all bookkeeping needs
liaison with tax accountant
45 Minute staff meeting
BASE RATE + $800
phone support
unlimited support & training
call qbo, gusto, etc. for software issues
custom reports
70% off merchant accounts
50% off cleanups with a 6 month commitment
includes other services for free or at a discount on a case by case basis
Add-ons A La Carte
each merchant account + $100
A/R, INVOICING & INCOME ACCOUNT support +$100
VOXER SUPPORT, UNLIMITED QUESTIONS +$100
categorizing & monthly questions +$100
see the most common add-on's below. If you need a service not listed like sales tax submissions, etc. and want to work with me. please email me or book a call.
GUSTO PAYROLL DATA SYNC & MONITOR +$50
LOAN, ASSET & EQUITY SUPPORT +$50
All pricing is monthly. Each package includes all lower packages items. Please book a call to get a tailored quote!
BRAND 123
BRAND 123
Brand 123
Tart danish lemon drops jelly-o cheesecake apple pie pastry brownie. Cake topping tart. Tootsie roll soufflé danish lemon icing.
Tart danish lemon drops jelly-o cheesecake apple pie pastry brownie. Cake topping tart. Tootsie roll soufflé danish lemon icing.
Tart danish lemon drops jelly-o cheesecake apple pie pastry brownie. Cake topping tart. Tootsie roll soufflé danish lemon icing.
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