Monthly Bookkeeping & Support Packages
Running a business is hard enough- your bookkeeping shouldn't add stress. I offer clear, predictable monthly packages so you always know what you're paying and what you're getting.
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No surprises. No judgement. Just reliable, accurate bookkeeping that helps your business thrive.
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Not sure which package fits your needs? Book a 15 minute call and I'll walk you through it.
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Starter Package
SStarting at $200/month
-Monthly Bookkeeping (up to 50 transactions)
-Bank Reconciliation (up to 2 accounts)
-Monthly Profit & Loss + Balance Sheet
-Email Support
-Quarterly Check-in
-Tax-time coordination with your CPA
(reports delivered on time)
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Perfect if you:
*are just getting started
*want simple, clean books
*don't want stress about tax season
Growth Package
Starting at $300/month
Includes everything in Starter Package plus:
-Up to 150 transactions/month
-Up to 4 accounts reconciled
-Monthly Check-in
-Receipt management setup
-Accounts Payable/Receivable Management
-Ongoing cleanup as needed
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Perfect if you:
*are growing and need consistency
*want to understand your numbers
*need reliable month-to-month support
Success Package
Starting at $450/month
Includes everything in Growth, plus:
-Unlimited transactions
-Reconciliation for all accounts
-Priority email support
-Accounts receivable and payable
-Payroll processing (up to 5 employees/contractors)
-Monthly Cash Flow snapshot and budgeting support
-Quarterly strategy meeting
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Perfect if you:
*Don't want to handle any part of bookkeeping
*Need someone watching the numbers consistently
*Want to stay fully tax-ready and organized all year
Additional Services Available
In addition to monthly services
Add-On Services
(Available with any monthly package)
-Payroll Processing
-1099 Preparation
-Sales Tax Reporting
-Invoicing
-Bill Pay
-Budgeting & Cash Flow Reviews
Clean-Up & Catch-Up Services
Behind on your books? You're not alone.
Cleanup projects include:
-Fixing incorrect categorizations
-Reconciling missed months
-Organizing receipts
-Rebuilding missing or broken books
-Preparing everything so you're tax ready
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Pricing depends on how many months need to be cleaned up. You'll get a simple, transparent quote BEFORE work begins
