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Advanced
Ideal for businesses with physical products
Includes:
Bi-weekly recordkeeping
Unlimited transactions
Unlimited bank reconciliations
Monthly Profit and Loss delivered to your inbox by the 10th
Unlimited support via email
Annual 1099-NEC filings
Communication and collaboration with your CPA
Additional reports delivered as needed
Payroll and tax compliance
U.S Sales taxes
Annual recap and budget planning
45-minute monthly meeting to review financial statements
Price starting at $1,000/month
Core
Ideal for businesses with 200k+ revenue
Includes:
Monthly recordkeeping
Unlimited monthly transactions
Unlimited bank reconciliations
Monthly Profit and Loss delivered to your inbox by the 15th
Unlimited support via email
30-minute monthly phone call- health check
Payroll and tax compliance
Annual 1099-NEC filing
Communication and collaboration with your CPA
Additional reports delivered as needed
Price starting at $750/month
Essential
Ideal for sole proprietors/LLCs
Includes:
Monthly recordkeeping
Up to 100 monthly transactions
Up to 3 Bank/Credit Accounts reconciliations
Monthly Profit and Loss delivered to your inbox by the 20th
Unlimited support via email
15-minute monthly phone call- health check
Communication and collaboration with your CPA
Price starting at $350/month
Clean Up/Catch Up
This service is tailored for businesses that may have fallen behind on their bookkeeping or need additional support to bring order and structure to their financial records. We can work within your existing software or set you up with QuickBooks from the ground up. Whether your books are two months or two years out of date, we're here to help—let's connect!
Includes:
Complete diagnostics of your books
QuickBooks setup (as needed)
Categorize transactions
Reconcile accounts
Receipt management and organization
Final reports at the end of the service
Price starting at $1,500