Services & Pricing
Each business is different, and our monthly service packages are designed with that in mind. Need something different? All packages can be customized to fit the specific needs of your business - give us a call or reach out via our contact page and we'll be happy to work with you to design one that fits at a price that works for you. Our priority is to ensure that your business receives the services that it needs and values most.
Classic
- Posting all bank transactions
- Monthly bank reconciliation
- Posting all credit card transactions
- Monthly credit card reconciliation
- Monthly adjusting entries
- Fixed asset register maintenance & tracking
- Monthly income statement & balance sheet preparation
Optional add-on items detailed below
Package and pricing customized to your needs
Essentials
- Posting all bank transactions
- Monthly bank reconciliation
- Posting all credit card transactions
- Monthly credit card reconciliation
- Monthly adjusting entries
- Fixed asset register maintenance & tracking
- Monthly income statement & balance sheet preparation
- Multi-location/category tracking & analysis
- Accounts payable management & bill pay
- Customized management reports (up to three)
Optional add-on items detailed below
Package and pricing customized to your needs
Premium
- Posting all bank transactions
- Monthly bank reconciliation
- Posting all credit card transactions
- Monthly credit card reconciliation
- Monthly adjusting entries
- Fixed asset register maintenance & tracking
- Monthly income statement & balance sheet preparation
- Multi-location/category tracking & analysis
- Accounts payable management & bill pay
- Customized management reports with analysis & commentary (up to five)
- Project costing
- Quarterly trial balance review
Optional add-on items detailed below
Package and pricing customized to your needs
Service add-on items:
- Inventory tracking
- Time tracking & payroll
A la carte services:
- Quickbooks setup ($399 or waived with a 12-month contract)
- Catch-up bookkeeping (pricing based upon number of months)
- Bookkeeping clean-up (pricing based upon exact needs)
- Consulting/Advisory ($150/hr, discounted rates for monthly clients)
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