Bookkeeping
Purpose: Get a business's books cleaned, set up, and ready for ongoing maintenance.
Price Range: (depends on complexity)
Includes:
Initial QuickBooks Online setup or clean-up
Chart of Accounts organization
Bank feed connections
Up to 12 months of historical cleanup (priced per month cleaned)
Basic report templates (Profit & Loss, Balance Sheet)
Walkthrough of system
Purpose: Keep books updated monthly for businesses with low transaction volume.
Monthly Price Range: $250–$400
Includes:
Up to 2 bank/credit accounts reconciled monthly
Monthly Profit & Loss + Balance Sheet reports
Categorization of income/expenses
Quarterly review meeting (30 mins)
Email support within 3–5 business days
Add-ons available: payroll, invoicing, extra accounts
Purpose: For businesses with moderate transaction volume, more frequent support, and some advisory.
Monthly Price Range: $450–$650
Includes:
Up to 4 bank/credit accounts reconciled monthly
Monthly Profit & Loss, Balance Sheet, and Cash Flow reports
Categorization of income/expenses
Accounts receivable + accounts payable tracking
Monthly review meeting (30 mins)
Email support within 1–2 business days
Quarterly forecasting & budget tracking
Payroll setup or integration (up to X employees)
Purpose: For established or high-volume businesses needing hands-off bookkeeping and frequent touchpoints.
Monthly Price Range: $750–$1,200+
Includes:
Unlimited bank/credit accounts reconciled monthly
Weekly transaction categorization
All standard financial reports + custom KPIs
Accounts receivable & payable management
Monthly or bi-weekly review calls
Priority email response (<1 business day)
Advanced forecasting + budgeting
Sales tax filings (if applicable)
Coordination with CPA for tax prep
Payroll management
