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Bookkeeping Packages

Essential Bookkeeping

$400/month

For solo owners with straightforward books.

● Reconcile 1–3 total bank and credit card accounts

● Categorize monthly transactions

● Record and reconcile payroll activity for 1 employee

● Provide monthly Profit & Loss and Balance Sheet reports

● Send a brief monthly email with key items needing attention

● Quarterly Meetings to review financial statements

Growth Bookkeeping

$600/month

For growing businesses with more accounts and a team.

● Everything in Essential

● Reconcile 4–5 bank/credit card accounts

● Record payroll activity for 2–3 employees

● Track income and expenses by project

● Monthly summary and quarterly review call

Project & Team Bookkeeping

$800/month

For businesses managing many accounts or active projects.

● Everything in Growth

● Reconcile 6–8 total bank accounts

● Record payroll for 4–6 employees

● Track costs by project and vendor bills

● Project-level income and cost reports

● Monthly financial review call

Pricing assumes accounts are reasonably current and transaction volume is appropriate for the plan. Catch-up and cleanup work is quoted separately. Payroll software subscriptions and payroll processing are not included. More complex businesses receive a custom quote.

QuickBooks Support

We provide expert support for QuickBooks Online, ensuring your business records are always up-to-date and accurate. From technical troubleshooting to data migration, we help you maintain a clear and dependable financial picture.

For businesses with messy books, we offer comprehensive catch-up and cleanup services. We meticulously reconcile accounts, organize data, and restore financial clarity so you can focus on growing your business.

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