Monthly bookkeeping packages

Bookkeeping support built around your business.

Three levels of ongoing support, all built on clean, reconciled QuickBooks Online records. Most clients start with a cleanup, then move to monthly.

GET A FREE DIAGNOSTIC REVIEW

MONTHLY SUPPORT

Choose the level of support that fits your business

Packages start at $400/month, and most clients land between $400 and $600. Cost depends on your transaction volume, number of accounts, and whether you run payroll. Tell me about your business and I'll give you an exact number.

Essentials Package

Reliable Monthly Bookkeeping for Small Businesses

Ideal for small businesses and solopreneurs looking for straightforward monthly bookkeeping to keep their books accurate and up to date.

QuickBooks Online setup and connection of bank and credit card accounts
Chart of Accounts setup and organization
Accurate categorization of income and expenses
Monthly bank and credit card reconciliations
Preparation and review of essential financial reports
Quarterly financial statements to help you understand how your business is performing

Premier Package

More Complete Bookkeeping for Growing Businesses

Designed for businesses that need everything in the Essentials Package, plus help managing bills, customer payments, payroll activity, and more detailed financial reporting.

Everything included in the Essentials Package
Accounts Receivable and Accounts Payable management
Additional monthly financial reports, including custom reports
Integration of payroll processing, including Gusto, Paychex, and ADP

Deluxe Package

Advanced Bookkeeping & Ongoing QuickBooks Support

Designed for businesses with more complex bookkeeping needs that want additional reporting, cash flow support, and hands-on QuickBooks Online guidance.

Everything included in the Premier Package
Customized financial reports based on your business needs
Ongoing QuickBooks Online guidance and support
Cash flow tracking and reporting
1099 preparation and filing at tax time

Additional services

Bookkeeping Cleanup & Catch-Up Services

However far behind you are, it's fixable. I'll review your QuickBooks Online file first and tell you exactly what it needs.

GET A FREE DIAGNOSTIC REVIEW EXPLORE CLEANUP & CATCH-UP