Service Packages

Essentials

Straightforward bookkeeping for organizations with simple financial needs.

The Essentials package is designed for businesses and organizations that need reliable monthly bookkeeping without unnecessary complexity.

Includes:

• Up to 3 financial accounts

• Monthly transaction categorization (up to 150 monthly transactions)

• Bank and credit card reconciliations

• Monthly Profit & Loss Statement

• Monthly Balance Sheet

• Basic account maintenance

• Year-end records organized for your tax professional or accountant

• Email and phone support

A good fit for:
Small businesses, independent professionals, new businesses, and smaller organizations with straightforward financial activity.

Starting at $350/month

Professional

Comprehensive bookkeeping for growing businesses and organizations.

The Professional package provides a deeper level of financial organization and ongoing support for businesses and organizations with more accounts, transactions, or bookkeeping needs.

Everything in Essentials, plus:

• Up to 6 financial accounts

• Up to 300 monthly transactions

• Detailed account reconciliation

• Acounts Receivable tracking

• Accounts Payable tracking

• Customized financial reporting

• Quarterly bookkeeping review

A good fit for:
Growing businesses, contractors, makers, owner-operated businesses, professional service providers, and established organizations that need more than basic transaction management.

Starting at $550/month

Premier

Full-service bookkeeping for organizations with more complex financial needs.

The Premier package is designed for established businesses and organizations that want a trusted bookkeeping partner to help maintain their financial records and provide meaningful insight into their numbers.

Everything in Professional, plus:

• Up to 10 financial accounts

• Up to 500 monthly transactions

• Detailed Accounts Receivable and Payable support

• Monthly financial statement review

• Customized management reports

• Cash-flow reporting

• Budget-to-actual reporting

• Monthly bookkeeping consultation

• Priority support

A good fit for:
Established businesses and organizations with multiple revenue streams, more complex bookkeeping needs, or a desire for ongoing financial guidance.

Starting at $850/month

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Need a little more support?

Additional services are available individually or can be incorporated into a customized monthly package.

QuickBooks Setup
Starting at $400
QuickBooks Cleanup & Catch-Up
Starting at $75/hour or quoted as a fixed project
Additional Financial Accounts
Starting at $50/account
Accounts Receivable Support
Starting at $150/month
Accounts Payable Support
Starting at $150/month
Payroll Bookkeeping & Reconciliation
Starting at $100/month
Grant & Fund Tracking
Custom quoted
Custom Financial Reporting
Starting at $100/month
Year-End Bookkeeping & Accountant-Ready Financials
Starting at $300
Special Projects
Quoted based on scope

Custom Bookkeeping

Your books don’t have to fit into a box.

The packages above provide a starting point, but every business and organization has different needs.

Your bookkeeping may involve multiple bank accounts, payment processors, payroll, inventory, sales tax, grants, restricted funds, accounts receivable, accounts payable, or other specialized activity.

For that reason, monthly pricing is based on the overall scope and complexity of your bookkeeping - not simply the number of transactions.

After an initial consultation and review of your bookkeeping needs, you’ll receive a clear proposal outlining your services and monthly investment.

Clear expectations. Thoughtful service. No surprises.

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