Core includes:

  • Data Entry

  • Record Keeping

  • Account Reconciliation

  • Financial Statements

  • Monthly updated balance

  • Integration with POS (1 system/app)

  • Integration with Gusto

Includes Core plus:

  • Cash Management

  • A/P A/R Management

  • Sales Tax Reporting

  • Payroll Reconciling

  • Integration with multiple POS 

  • Year end 1099 reporting

  • Weekly updated balance

Annual Summary includes these Core services:

  • Data upload

  • Data categorization of all cash, checks and other debits

  • Check matching to existing bank transactions

  • Transaction review

  • Bank statement reconciliation

Monthly clients are prioritized Inquire for availability and pricing.

Core

Engaged

Growth

$295/mo.

$495/mo.

$695/mo.

$895/mo.

$595/mo.

$1495/mo.

$2250/mo.

$2995/mo.

Tier 1
(1-200 monthly transactions)

Tier 2
(201-500 monthly transactions)

Tier 3
(501+ monthly transactions)

Enterprise

$1195/mo.

Custom Pricing

Annual

Includes Engaged plus:

  • Clean-up

  • Compliance

  • Bi-weekly Client Meetings

  • Budgets and Forecast

  • Financial statement review and analysis

  • Business compliance with Sec. of state

Limited Availability

Custom Pricing

Custom Pricing

Custom Pricing

Bookkeeping Pricing

Our pricing structure is designed to fit your unique business needs, and we offer a variety of options to choose from. Please don't hesitate to reach out with any questions – we're here to support you every step of the way.

Just need advisory or review?

Gain confidence in your own skills with our advising:

  1. Accounts Set-up

  2. Getting started with new software or payroll

  3. Bookkeeping Training

  4. Monthly oversight

  5. Specific Clean-up

Billed at $200/hr.