Full Service Bookkeeping
$750/month
What is included:
- Entering missing data
- Categorization
- Reconciliation with Bank Statements
- Suggested adjustments for CPA
- Optional AP/AR tracking
- Monthly Balance sheet, Cash Flow, and Financial Statement
- Quarterly review call
- Year end CPA package for taxes
- Email support within 24 hours
- 1 year contract required
Best For:
- Businesses with steady monthly activity
- Owners who want hands-off Bookkeeping operations
- CPAs looking for assistance with monthly clean client books
- Anyone looking for predictable billing with minimal invovlement
Pay-As-You-Go Bookkeeping
$75/Hour
What is included:
- Receipt sorting & Categorization
- Reconciliation with Bank Statements
- QuickBooks setup or migration
- Limit to 1-3 month of transactions
- No monthly commitment
Best for:
- Great for businesses with low activiity
- Owners who want help but to also retain overall control
- Perfect to try before committing to full service package
BI Dashboard Tracking
$800 creation fee + $150 monthly refresh fee
What is included:
- Custom creation and design
- Publishing for 24/7 visibility
- Monthly refreshes
- KPIs tailored to business needs
- Cash flow visualization
- View year-to-date performance, compare monthly revenue, determine where you are most profitable without interpreting reports.
- Highly visual business tracking
- Quarterly strategy review session
- Ask about pricing for more frequent refreshing (up to daily)
Add On Options
Receipt Management $100/Month
- Organize loose receipts
- Match with transactions
- Upload to Quickbooks
AP/AR Management $100/Month
- Track unpaid invoices with follow up to clients
- Track unpaid bills with reminders for payment
- Good for timely transactions
Monthly Financial Reports $50/Month
- Great option for pay-as-you-go customers
- Summarize business performance – Balance sheet, P&L, Income statement
Year End CPA Package $300
- Reconcile 1 year of books
- P&L report
- Balance Sheet
- Transaction summaries
Data Entry $75/Hour
- SKU Organization – clean up item names, categories, or product types.
- Inventory List – Develop a spreadsheet for inventory tracking with one-time stock levels, prices, and vendor details.
- CRM Clean up – merge duplicate accounts, add or remove, update information
- Client list – created from email or contacts. This would include client contact information, sales details, or appointment history.
- On-going updates – Need any of these on an on-going basis? We can set up a custom plan that fits your needs.
Custom Services Contact for quote
- Have something in mind that you don’t see here? I am happy to work with you to develop a custom package based on your needs.
- Any combination of services for an affordable price.
