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Bookkeeping

Investing in the digital future and resources.

Bookkeeping Essentials

$275 monthly

/$200 annually billed

  • For companies just getting started
  • < $350 revenue annually
  • Unlimited Bank Accounts
  • Free setup of accounting software essentials such as company info, chart of accounts & assistance connecting financial accounts
  • expenses/mo.
  • Dedicated 1:1 chat, text, video & phone, support
  • Private secure company file & chat portal
  • Cash basis
  • Data entry
  • Bank reconciliation
  • Reconciliation of other payment accounts (e.g. PayPal, etc)
  • Receipt, Bill requests & financial account statement management
  • Basic expense management up to 3 employees
  • Basic Accounts Receivable reports Management
  • Basic Management Accounts Payable reports & basic support in AP software (bill.com, Expensify etc.)
  • HIPAA compliant bookkeeping for health-care entities
  • Monthly Financial report generation

Bookkeeping Essentials

$275 monthly

/$200 annually billed

  • For companies
  • $350K - $674k revenue &
  • Unlimited Bank accounts
  • Free setup of accounting software essentials such as company info, chart of accounts & assistance connecting financial accounts
  • Dedicated 1:1 chat, text, video, & phone, support
  • Private secure company file & chat portal
  • Free app automation advisory review & recommendation report
  • Cash basis
  • Data entry
  • Bank reconciliation
  • Reconciliation of other payment accounts (e.g. PayPal, etc)
  • Receipt, Bill requests & financial account statement management
  • Enhanced Expense management includes reimbursements up to 10 employees
  • Enhanced Accounts Receivable reports & individual account Management: includes classes, & customer types
  • Enhanced Management Accounts Payable reports, Bill pay up to 10 vendors/accounts, and support in AP software (bill.com, Expensify etc.)
  • HIPAA compliant bookkeeping for health-care entities
  • Monthly or Bi-Weekly Financial Report Generation
  • Basic E-commerce management up to $100,000k sales
  • Sales tax tracking & Filing: 1 state​
  • 1 annual Financial Advisory session

Bookkeeping Essentials

$275 monthly

/$200 annually billed

  • >$675k revenue
  • Unlimited Bank accounts
  • Free setup of accounting software essentials such as company info, chart of accounts & assistance connecting financial accounts
  • Dedicated 1:1 chat, text, video, & phone, support
  • Private secure company file & chat portal
  • Free app advisory review, recommendation report & installation of up to 3 apps
  • Cash basis
  • Data entry
  • Bank reconciliation
  • Reconciliation of other payment accounts (e.g. PayPal, etc)
  • Receipt, Bill requests & financial account statement management
  • Advanced Expense management includes reimbursements up to 20 employees
  • Advanced Accounts Receivable reports & individual account Management: includes classes, & customer types
  • Advanced Management Accounts Payable reports, Bill pay up to 25 vendors/accounts, and support in AP software (bill.com, Expensify etc.)
  • HIPAA compliant bookkeeping for health-care entities
  • Monthly, Bi-Weekly or Weekly Financial Report Generation
  • Advanced E-commerce management up to $500,000k sales
  • Sales tax tracking & filing for up to 2 states
  • 1 Annual Financial Advisory session per year
  • 1 semi-annual tax consult

Behind on Bookkeeping? Catch-Up & File By Your Deadline!

$75/hour

Comprehensive Bookkeeping Cleanup

(Average client Clean-up takes around 10-20 hours)

  • Time varies on revenue, expenses, amount of financial accounts, whether or not sales tax or inventory is involved, and amount of documentation available
  • you can control how much you are billed each day, week, and/or month!

Fast-turn around times, immediate onboarding, 1:1 premium support dedicated solely to ensuring your account is completed on time!

Doing Your Own Books? Get Periodic Support instead

$89/ month

Assisted Bookkeeping:

  • nd of month reporting period review of financial reports & bookkeeping practices
  • Suggestions of accounting practices needed to improve accounting workflow
  • Review of bank reconciliation errors & corrections required
  • Simple adjustment of bookkeeping software basic settings if required
  • Support & assistance for accounting software issues
  • Dedicated Client chat for questions and inquiries you may have each month
  • Reclassification suggestions and clean-up of reports once accounts have been reconciled appropriately by client

Bookkeeping Add ons

Specialized accounting

Starting at $199/month

Accrual accounting

Collections: $50/hour + 6% of collections collection tota

Specialized Accounts Receivable

+$210 a month

Segmented Individually managed Accounts Receivable as seen in complete tier

Collections: $50/hour + 6% of collections collection tota

E-commerce accounting

$150/additional $100k in sales

Inventory Management: Varies by inventory management type