Services & Pricing
How I will Serve you...
Virtual Bookkeeping Services
Core Services
- Weekly Bookkeeping and Transaction Categorization
- Bank and Credit Card Account Reconciliation
- Receipt Management
- Three Monthly Financial Statement Preparation – Balance Sheet, Income Statement, & Statement of Cash Flows
- Monthly Virtual or Video Consultation to Review Financial Statements
- Annual Year-End Reports for Your Tax Professional
- Bookkeeping Software Subscription
- Document Retrieval Software Subscription
- Unlimited Email Support
Additional Services
- Historical Catch-up
- Historical Cleanup
- Accounts Payable – Bill Pay
- Accounts Receivable – Invoicing
Service Packages & Rates
|
Basic Quarterly Services Starting at $250/mo. Recommended for: New businesses and start-ups (micro-businesses) operating within their first or second year of business. Includes: Account set up and subscriptions for:
Monthly recording and reconciling of up to 2 bank and/or credit card accounts Classifying and matching up to 100 transactions. Monthly Financial Reports that include:
Quarterly up to a 1-hour phone or video consultation Unlimited email support |
Standard Monthly Services Starting at $500/mo. Recommended for: Fast-growing new businesses and established small businesses. Includes: Account set up and subscriptions for:
Monthly recording and reconciling of up to 4 bank and/or credit card accounts Classifying and matching up to 150 transactions. Monthly Financial Reports that include:
Monthly up to a 1-hour phone or video consultation Unlimited email support |
Customized Services Pricing varies Recommended for: Businesses that need additional services not outlined in the Basic and Standard Service Packages. Includes: Account set up and subscriptions for:
Customize a package:
Monthly up to a 1-hour phone or video consultation Unlimited email support |
Additional Add-On Services Are Available:
- Historical Catch-Up
- Historical Cleanup
- Accounts Receivable
- Accounts Payable
All service packages include unlimited email support. No contracts are required. A 30-day notice is required to cancel. Payments are made through ACH (Automated Clearing House) only.
Free Consultation
Your Time. Your Business. Your Goals.
Learn how a professional bookkeeper can enhance your business performance by organizing and simplifying your bookkeeping so you can have more time to concentrate on what matters most to you.