Service Packages

Bookkeeping Essentials

$400 - $600 / month

For business owners looking to save time and get a better picture of their business’s financial performance, we make sure your books are always up to date and accurate.

Services include:

  • Categorizing transactions in QuickBooks 

  • Reconciling bank accounts and credit card accounts

  • Providing monthly financial reports

  • Unlimited email communication

Full-Cycle Accounting

$1,000 - $2,000 / month

For businesses in need of comprehensive accounting support, we handle all aspects of your accounting including receivables and payables management. 


Services include:

  • All services from Bookkeeping Essentials

  • Accounts payable management and bill pay

  • Accounts receivable management and recording deposits

  • Monthly/quarterly sales tax filing

  • Monthly meeting to review financial results

Financial Partner

$3,000 - $6,000 / month

For businesses looking for a strategic partner, in addition to providing deeper insights into past performance we set you up with a clear picture of your business’s financial future. 


 


Services include:

  • All services from Full-cycle Accounting

  • Building and maintaining a three-statement financial forecast (balance sheet, income statement and cash flow). 

  • Monitoring and reporting financial KPIs. 

  • Weekly meetings with business leadership to review financial results and forecasts