BOOKKEEPING PACKAGES 

Perfect for new business owners.


Starting at $250 per month



  • Monthly recording of all transactions (up to 75 transactions , updated monthly).

  • Monthly classification and matching of all transactions (up to 75 transactions , updated monthly).

  • Coding income and expenses.

  • Payroll entry/import.

  • Monthly reconciliation of business bank (up to 2 total bank AND credit card accounts).

  • Monthly reconciliation of credit card accounts (up to 2 total bank AND credit card accounts).

  • Monthly prepared financial reports (statements): P&L and balance sheet.

  • Monthly 1:1 30 min call.

  • E-mail and phone support.

  • Quarterly estimated tax payments.

  • Year end package for your tax preparation (reports to provide to your CPA or tax preparer for your business /personal tax return).

GOLD PACKAGE 

Ideal for growing businesses.

Starting at $600 per month

  • Monthly recording of all transactions (up to 175 transactions, updated bi-weekly).

  • Monthly classification and matching of all transactions (up to 175 transactions, updated bi-weekly).

  • Coding income and expenses.

  • Payroll entry/import.

  • Monthly reconciliation of business bank (up to 4 total bank and credit card accounts).

  • Monthly reconciliation of credit card accounts (up to 4 total bank and credit card accounts).

  • Monthly prepared financial reports (statements): P&L and balance sheet.

  • Quarterly 1:1 call (up to 1 hour).

  • E-mail and phone support.

  • Quarterly estimated tax payments.

  • A monthly figure to save for taxes that’s customized to your income.

  • Year end package for your tax preparation (reports to provide to your CPA or tax preparer for your business/personal tax return).

  • Track and reconcile your loans.

  • Track and enter your asset's depreciation.