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PRICING

Our bookkeeping pricing is based on the specific needs of your business. We offer customized packages to ensure that you only pay for the services you require, without any unnecessary expenses. Our goal is to help your business grow and thrive, and we believe our bookkeeping services will be a valuable asset in achieving your financial goals. 

MONTHLY BOOKKEEPING PACKAGES

Our three main bookkeeping base packages can be customized with additional services such as projecting cost, special filings, and other services you might need. Just ask! 

01.

THE ESSENTIALS PACKAGE

STARTS AT $400 PER MONTH

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Included:

  • Monthly transaction categorization

  • Bank and credit card reconciliation

  • Basic income statement and balance sheet reports

  • Accounts payable and receivable tracking (up to 100 transactions per month)

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02.

THE COMPREHENSIVE PACKAGE

STARTS AT $700 PER MONTH

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Included:​

  • All services in the Essentials Package

  • Payroll processing for up to 10 employees

  • Sales Tax Filing support

  • Monthly financial statements and customized reports

  • Accounts payable and receivable (up to 250 transactions per month)

  • Quarterly financial review meeting

  • Cloud-based accounting software setup and support.

03.

THE EXECUTIVE PACKAGE

STARTS AT $1,200 PER MONTH

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Included:

  • All services in the Comprehensive Package

  • Payroll processing for up to 25 employees

  • Cashflow forecasting and budgeting

  • End of year tax prep and collaboration with a tax professional

  • Advanced financial analysis (KPIs, profitability analysis)

  • Monthly strategy meeting to discuss financial health and business goals

But wait!   There's more! 

BUSINESS FINANCE CONSULTING PACKAGES

Need more than just bookkeeping? Looking to really understand the financial drivers of your business and feel totally in control of your business' finances?
Let's talk about our consulting packages! 

01.

STARTUP FINANCIAL STRATEGY PACKAGE

$1,500 ONE-TIME PROJECT FEE

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Included:

  • Business plan financial review

  • Cashflow management and budgeting setup

  • Financial prjections for the first 1-3 years

  • Financial Health Analysis (basic KPI identification)

  • Basic Tax Plan

  • One meeting discussing and explaining all deliverables plus two follow-up meetings

02.

THE COMPREHENSIVE PACKAGE

$2,000+ DEPENDING ON BUSINESS SIZE AND COMPLEXITY

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Included:​

  • Full financial health audit and risk assessment

  • Strategic growth planning (profitability analysis and break-even analysis)

  • Scenario modeling for expansions (new locations, product lines, etc)

  • Cashflow forecasting and working capital management

  • Quarterly performance reviews and strategy adjustment

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