Services

Each of my clients has specific needs, and because of these needs, it’s hard to set a particular price.  Pricing can be tailored to your needs.

  • Let’s Get Started

  • $0/mo
    • One-time setup with no monthly services

    • Accounts set up in software system

    • 1-hour training on maintaining your bookkeeping

    • Follow up email communication on troubleshooting for one month

  • Gold Monthly Package

  • $0/mo
    • Perfect for the business owner who is ready to outsource so they can focus on growth.

    • Monthly cloud-based Bookkeeping software subscription

    • Monthly HubDoc Subscription

    • Bank reconciliation (up to 2 accounts)

    • Transaction entry (up to 75 a month)

    • Monthly financial statements preparation

    • Monthly video/phone meeting up to 1 hour

    • Unlimited email support

  • Platinum Monthly Package

  • $0/mo
    • Perfect for business owners who have a high volume of transactions and are looking for an auto-pilot service. 

    • Monthly cloud-based Bookkeeping software subscription

    • Monthly HubDoc Subscription

    • Bank reconciliation (up to 5 accounts)

    • Transaction entry (up to 200 a month)

    • Monthly financial statement preparation

    • Monthly video/phone meeting up to 1.5 hours

    • Unlimited email support

  • Add-Ons

  • $0/mo
    • Enabling Growth

    • Initial set-up for books (if needed)

    • Additional Bank Accounts

    • Additional Transactions

    • Custom financial reporting

    • Accounts Payable/bill pay

    • Additional Meeting Time

    • Bookkeeping clean up

    • Sales tax reporting

    • Payroll

Included With All Plans

Unlimited Email support
Unlimited Email support
No contract (30 days notification prior to cancellation)
No contract (30 days notification prior to cancellation)
Communication with your CPA
Communication with your CPA

Why you should hire a Bookkeeper!

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