Packages

Unlock the potential of your business with our flexible and affordable bookkeeping service packages. Choose the plan that fits your needs, and let us take care of the numbers, so you can focus on what you do best – growing your business!

1. Essential Bookkeeping Package – $400/month

  • Up to 10 hours of meticulous bookkeeping per month
  • Monthly bank and credit card reconciliations
  • Financial statement preparation
  • Expense tracking and categorization
  • General ledger maintenance

2. Growing Business Package – $800/month

  • Up to 20 hours of comprehensive bookkeeping per month
  • Bi-monthly bank and credit card reconciliations
  • Financial statement preparation
  • Expense tracking and categorization
  • General ledger maintenance
  • Accounts payable and receivable management

3. Enterprise Solution Package – $1,200/month

  • Up to 30 hours of extensive bookkeeping per month
  • Weekly bank and credit card reconciliations
  • Financial statement preparation
  • Expense tracking and categorization
  • General ledger maintenance
  • Complete accounts payable and receivable oversight

Additional Services:

  • Payroll Processing – $50 per payroll run-Timely and accurate payroll services.

QuickBooks Online Account Setup Package – $300

Are you ready to harness the power of QuickBooks Online for seamless financial management? Our QuickBooks Online Account Setup Package, priced at $300, offers a hassle-free and expert-led process to get your business up and running on this powerful accounting platform.

Package Inclusions:

  1. Account Creation and Configuration:
    • Creation of your QuickBooks Online account with the necessary details.
    • Configuration of your account settings for optimal performance.
  2. Chart of Accounts Setup:
    • Tailoring the Chart of Accounts to align with your specific business structure.
    • Customization of income and expense categories for accurate tracking.
  3. Bank and Credit Card Integration:
    • Seamless integration of your bank and credit card accounts for real-time updates.
    • Configuration of bank feeds to streamline transaction recording.
  4. Product and Service Setup:
    • Assistance in setting up your products and services for accurate invoicing.
    • Customization of product categories and pricing.
  5. User Access and Permissions:
    • Creation of user accounts with personalized access levels.
    • Configuration of user permissions to ensure data security.
  6. Initial Data Migration:
    • Assistance in migrating essential data from your previous system to QuickBooks Online.
    • Verification and reconciliation of migrated data for accuracy.
  7. Training Session:
    • A dedicated training session to familiarize you with QuickBooks Online’s key features.
    • Guidance on basic navigation, transaction recording, and reporting.

Advantages of Our QuickBooks Online Account Setup Package:

  • Efficiency and Accuracy: Ensure a smooth transition to QuickBooks Online with expert setup for optimal efficiency.
  • Personalized Configuration: Tailor QuickBooks Online to suit the unique needs and nuances of your business.
  • Empowerment Through Training: Gain confidence in using QuickBooks Online with a personalized training session.

Start your QuickBooks Online journey on the right foot with our comprehensive setup package. Maximize the potential of this powerful tool for your business’s financial success. Contact us today to kick-start your QuickBooks Online experience!

Bookkeeping Clean-Up Package*

Is your financial data in need of a makeover? Our Bookkeeping Clean-Up Package is the perfect solution to bring order to chaos and set your records straight. This comprehensive service ensures a meticulous clean-up of your financial records, leaving you with a solid foundation for informed decision-making.

Package Highlights:

  1. Diagnostic Assessment:
    • Thorough review of your existing financial records.
    • Identification of discrepancies, errors, and inconsistencies.
  2. Data Reconciliation:
    • Bank and credit card statement reconciliations to ensure accuracy.
    • Correction of misclassifications and erroneous entries.
  3. Transaction Cleanup:
    • Detailed examination and correction of transactional errors.
    • Streamlining and categorization of expenses for clarity.
  4. Chart of Accounts Optimization:
    • Review and restructuring of your Chart of Accounts for improved organization.
    • Customization to align with your specific business needs.
  5. Financial Statement Reconstruction:
    • Reconstruction of accurate financial statements for a clear financial picture.
    • Generation of clean, error-free reports for your records.
  6. Expert Consultation:
    • A dedicated consultation session to discuss findings and recommendations.
    • Guidance on maintaining clean and organized financial records moving forward.

Why Choose Our Bookkeeping Clean-Up Package?

  • Efficiency and Accuracy: We pride ourselves on efficient and accurate clean-up processes to save you time and resources.
  • Customized Solutions: Tailored services to address the unique needs of your business, ensuring a personalized approach.
  • Expert Support: Access to our experienced bookkeeping professionals who are dedicated to bringing clarity to your financial records.

Revitalize your financial landscape with our Bookkeeping Clean-Up Package. Contact us today, and let’s turn your financial chaos into a clean and organized success story!

*Price determined after completing Diagnostic Review (see below for details)

Diagnostic Review – $300 per financial year to be reviewed

Do you need a clean up, but would like an idea of what it would cost before committing? Our Paid Diagnostic Review Package, priced at $300 per financial year to be reviewed, offers a comprehensive examination of your financial records, pinpointing areas for improvement and providing valuable insights to optimize your bookkeeping processes.

Package Features:

  1. Comprehensive Data Assessment:
    • In-depth review of your existing financial records and transactions.
    • Identification of potential errors, discrepancies, and areas for improvement.
  2. Transaction Analysis:
    • Detailed analysis of individual transactions to uncover any anomalies.
    • Analysis for proper categorization and organization.
  3. Chart of Accounts Evaluation:
    • Assessment of your current Chart of Accounts for efficiency and relevance.
  4. Financial Statement Overview:
    • Evaluation of your financial statements to identify areas for enhancement.
  5. Diagnostic Consultation:
    • A one-on-one consultation session to discuss the findings, provide a fee for cleanup, and address any questions.

Uncover the full potential of your financial records with our Paid Diagnostic Review Option. Invest in the future success of your business by ensuring your bookkeeping is not just accurate but optimized for growth. Contact us today to schedule your diagnostic review!