Bookkeeping Services
Base level packages — additional services can be added on. Pay quarterly upfront and save 10%!
Quarterly only
Quarterly Essentials
Perfect for freelancers & side hustles
$350 /quarter
~$117/mo equivalent
Includes
Quarterly reconciliation
Basic financial report
Email support
Additional services available
Essentials
Starting at
$400 /mo
or $1,080/quarter — save 10%!
Includes
QuickBooks subscription
Monthly recordkeeping
Up to 100 transactions/mo
Up to 5 bank/CC accounts
Monthly bank reconciliation
Monthly financial reports
Annual financial presentation
Unlimited email support
Most popular
Professional
Starting at
$600 /mo
or $1,620/quarter — save 10%!
Everything in Essentials, plus
Biweekly recordkeeping
Unlimited transactions/mo
Unlimited bank/CC accounts
Prepaid & fixed asset recon
Monthly AP & AR review
Payroll (up to 5 employees)
Quarterly financial presentation
Compliance reminders
Enterprise
Starting at
$1,000 /mo
or $2,700/quarter — save 10%!
Everything in Professional, plus
Weekly recordkeeping
Monthly account reconciliation
Monthly sales tax filings
Monthly financial presentation
Annual 1099 filing & compliance
Annual property tax filing
Annual corporate tax return
Add-ons — available on any plan
Extra payroll employees
$10 /employee/mo
Business property tax filing
$150 flat
Catch-up bookkeeping
$75 /hr
Annual corporate tax return
Quoted per client
New client onboarding
Quoted per client