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
$500 /quarter
~$167/mo equivalent
Includes
Quarterly transaction categorization
Quarterly bank reconciliations
Basic financial report
Email support
Additional services available
Essentials
Starting at
$400 /mo
or $1,080/quarter — save 10%!
Includes
QuickBooks subscription
Monthly transaction categorization
Up to 100 transactions/mo
Up to 3 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 transaction categorization
Unlimited transactions/mo
Unlimited bank/CC accounts
Prepaid & fixed asset recon
Monthly AP & AR review
Journal Entries for Payroll
Quarterly financial presentation
Compliance reminders
Enterprise
Starting at
$1,000 /mo
or $2,700/quarter — save 10%!
Everything in Professional, plus
Weekly transaction categorization
Monthly account reconciliation
AP Management (bill entry, AP reporting, payment coordination
Payroll (up to 5 employees)
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
Audit Support & Liaison work
Quoted per client
DCAA/CAS/FAR compliance support
Quoted per client
Budget vs Actual Reporting, Forecasting support
Quoted per client