Pricing

Initial Setup/Review (new business) $300/one time; (existing business): $500/one time

  • Review your past bookkeeping records line by line to bring them up to date
  • Ensure your chart of accounts is set up properly for your specific needs
  • Categorize past transactions to make sure they’re correctly tied to accounts
  • Reconcile existing accounts with past statements to ensure proper records on money-in and money-out
  • Verify the accuracy of your profit and loss statements and balance sheet to ensure clear ongoing reporting
  • Set you up for success in QuickBooks by connecting all banks and credit cards to your account
  • Meet with you one-on-one to confirm the completion of your bookkeeping cleanup and review their work with you

What bookkeeping work am I responsible for?

To support your bookkeeper’s work, you’ll be responsible for managing your business and providing information to your bookkeeper when they need it. Managing your business includes sending invoices, paying bills, and management of inventory, accounts receivable, and accounts payable.

Examples of information you’re responsible for providing include: account information to connect bank accounts to QuickBooks Online, information about any unlinked bank accounts that need to be managed, transaction detail when requested, financial records (i.e. account statements), and descriptions of any established capitalization or accounting policies for the business.

  • Basic
  • $200/mo
  • Ensure the ongoing accuracy of your books by reconciling your account month to month

    Manage your day-to-day bookkeeping by ensuring all transaction are properly tied to accounts

    Generate detailed reports to help you make better business decisions

    Serve as a trusted partner, bringing bookkeeping experience and industry-specific knowledge to
    your business

    Close your books each month to ensure they are accurate and ready for tax time

    Provide convenient support via on-demand chat and scheduled video conferences

  • Silver
  • $400/mo
  • In addition to Basic level …
    • Record deposits
    • Categorize and match bank feeds
    • Reconcile loans
  • Gold
  • $600/mo
  • In addition to Silver level …
    • Record customer payments
    • Pay vendor bills
    • Categorize ReceiptBank
  • Platinum
  • $800/mo
  • In addition to Gold level …
    • Process payroll
    • Process employee expense reports
    • File quarterly 941 payroll tax returns
    • Process employee expense reports