Bookkeeping Packages Designed for Your Business

Running a business is hard enough — your bookkeeping shouldn’t add to the stress. Our monthly bookkeeping packages are designed to keep your financial records organized, accurate, and up to date; so you can focus on what you do best.

Whether you’re just getting started or managing a growing operation, we offer flexible bookkeeping packages to fit your needs.

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Basic Bookkeeping Package

$450/month

Best For:

Sole proprietors and small businesses with low transaction volumes and simple finances.

What’s Included:

  • Monthly transaction categorization (Up to 100 transactions/month)

  • Monthly account reconciliation ( up to 2 accounts)

  • Monthly financial statements - (Profit & Loss and Balance Sheet)

  • Customized chart of accounts tailored to your business

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Standard Bookkeeping Package

$750/month ⭐Most Popular

Best For:

Growing small businesses with consistent activity, recurring bills, or invoicing needs. (Transaction volume up to 250/month)

Everything in the Basic Package, plus:

  • Accounts payable & receivable tracking (we record what’s owed and what’s coming in)

  • Monthly account reconciliation (up to 5 accounts)

  • Quarterly check-in (Up to 30-min call to recap anything of notable change, followed by an emailed financial report package including a cashflow snapshot - email only available on request)

  • Sales tax report preparation (prep only - filing available as an add-on)

  • Payroll bookkeeping support (up to 5 employees included: 6+ employees +$50/month - recording and reconciling payroll entries)

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⭐Premium Bookkeeping Package

F‍ULL-CHARGE BOOKKEEPING

We don’t just track it; we handle it. ‍

$1,250/month

Best For:

Established businesses with higher transaction volume or more complex bookkeeping needs. (Transaction volume up to 500/month)

Everything in the Standard Package, Plus:

  • Monthly reconciliation of all active accounts

  • Full A/P & A/R execution (we pay your vendors and invoice your customers - not just track them)

  • Full payroll processing (up to 10 employees included - we run payroll, not just record it; 11+ employees quoted individually)

  • Ad hoc business & HR guidance (same-day response during business hours)

  • Year-end CPA ready package included (includes 1099 & W-2 prep as needed)

Catch-up & Project work

Project-based services for clients who need historical records corrected or prior-year issues resolved.

  • Catch-up bookkeeping

    Bringing your books current - a records catch-up, not a CPA-ready package

  • Prior year payroll reconciliation cleanup

  • Year-end CPA ready package

    For Basic/Standard clients (or non-clients) who need books prepared for CPA handoff at year-end (already included annually at Premium)

How Project work is priced

These projects begin with a $175 Scoping Assessment fee, credited in full toward your project. After reviewing your books, you’ll receive a written, flat-rate quote before any work begins.

➕Optional Bookkeeping Add-on & Stand alone Services

Add any of these to a monthly package - or use them on their own, no package required. Every service is flat-rate, never hourly. Some have set pricing; others are quoted to your situation, always confirmed in writing before any work begins.

Flat-rate add-ons

  • Additional bank/credit accounts - $50/account per month

  • Additional custom reports - $75/month

    (beyond your standard quarterly package - ad hoc KPI or deep-dive requests)

  • Sales tax filing - from $125/filing

  • Software setup & troubleshooting - from $350

  • A/P Check writing

    • 1-10 payments/month - $75/month

    • 11-20 payments/month - $125/month

    • 21+ payments/month - quoted individually

  • A/R Invoicing & Collections

    • 1-10 invoices/month - $85/month

    • 11-20 invoices/month - $140/month

    • 21+ invoices/month - quoted individually

  • Payroll support upgrade (6+ employees) - $50/month

  • Vendor / Compliance Document management - $45/month

    Scoped services - quoted individually

  • Payroll bookkeeping support - (included with standard & above)

  • Payroll processing - (included with Premium)

  • Quarterly payroll report filing

  • Year-end payroll reconciliation

  • Business advisory support (Premium already includes light ad hoc guidance; this is for deeper on-going advisory needs)

Important Note on Pricing

All packages are based on transaction volume and complexity. If your bookkeeping needs exceed the scope of your selected package, we’ll discuss upgrade options or add-on services in advance.

Book an appointment to build a bookkeeping package that fits your business — and only pay for the support you need.

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Booking & Cancellation

New Here? Every new client starts with a free Discovery Call. You’ll get email and text reminders so nothing sneaks up on you.

Scoping Assessment. The $175 fee is credited in full toward your project — you'll see it applied on the estimate we provide after your session. Please allow at least 24 hours' notice to reschedule.

Response Time. We respond to all client emails and messages within 1 business day. Premium clients get same-day response during business hours as part of their ad hoc business & HR guidance.