Bookkeeping Plans

Starter

This plan may be best for businesses just starting out.

The starter plan includes:

  • Quarterly transactions categorization, bank and credit card reconciliation, and financial statements.

Basic

This plan may be best for business starting to grow.

The basic plan includes:

  • Monthly transactions categorization, bank and credit card reconciliations, and financial statements.

  • 1099 filings

  • Sales tax registrations and filings

Core

This plan may be best for businesses needing help getting to the next level.

The core plan includes:

  • Monthly transactions categorization, bank and credit card reconciliations, and financial statements with variance analysis.

  • 1099 filings

  • Sales tax registrations and filings

  • Bill payables

  • AR collections

Premium

This plan may be best for businesses wanting a CFO in their back pocket.

The premium plan includes:

  • Weekly transactions categorization

  • Monthly bank and credit card reconciliations, custom financial statements with variance analysis, forecasting, and budgeting.

  • 1099 filings

  • Sales tax registrations and fillings

  • Bill Payables

  • AR collection

  • Payroll processing

  • Corporate tax return

List of Add-on Services:

  • Sales tax registrations and filings

  • Custom financial reports with analysis, forecasting, and budgeting

  • Accounts receivable collection

  • Bill payables

  • 1099 annual filings

  • Annual review, categorization, and reconciliations

  • Bookkeeping lessons

Custom Packages

Don’t see a package that meets your specific needs? Contact us today and we’ll customize a package that fits your needs.

Ad-Hoc/Special Projects

Do you have any special projects or additional services that aren’t listed above? Contact us today about these additional services.

Catch-up Bookkeeping

So, you’re interested in one of our monthly packages, but you’re behind on your bookkeeping? No worries. No matter how messy or how far behind your financials are, we can bring you up to date and set you up with a package so you’re never behind again.