Bookkeeping Packages
Built for Service-Based Business Growth
Basic
Essential monthly bookkeeping for freelancers, independent contractors, and small businesses with straightforward financial activity.
$297/mo
- Monthly income and expense tracking
- Transaction categorization
- Reconciliation of up to 2 bank or credit-card accounts
- Up to 150 transactions per month
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- General ledger maintenance
- Organized financial records for tax preparation
- Standard email support
Choose Basic
Most Popular
Growth
Enhanced bookkeeping for growing businesses that need additional account management, cash-flow visibility, and regular financial reviews.
$497/mo
- Everything included in the Basic Package
- Reconciliation of up to 4 bank or credit-card accounts
- Up to 300 transactions per month
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Monthly Cash-Flow Statement
- Accounts-receivable tracking
- Accounts-payable tracking
- Customized chart of accounts
- Quarterly bookkeeping strategy call
- Priority email support
Choose Growth
Premium
Comprehensive bookkeeping and financial-management support for established businesses with higher transaction volume, multiple accounts, contractors, customers, or vendors.
$997/mo
- Everything included in the Growth Package
- Reconciliation of up to 8 bank or credit-card accounts
- Up to 600 transactions per month
- Full cash-flow monitoring
- Customer invoice tracking
- Vendor bill tracking
- Accounts-receivable management
- Accounts-payable management
- Contractor-payment and 1099 tracking
- Monthly budget-versus-actual report
- Monthly financial strategy call
- Year-round tax-readiness support
- Coordination with the client’s tax professional
- Priority phone and email support
Choose Premium
Additional Bookkeeping Services
Need help getting your books caught up? Catch-up bookkeeping, cleanup bookkeeping, and prior-month reconciliations are available for an additional fee. Pricing is based on the number of months, financial accounts, transaction volume, and overall condition of the client’s records.
- • Prior-month and prior-year reconciliations
- • Bookkeeping cleanup and correction
- • Historical transaction categorization
- • Payroll reconciliation
- • Sales-tax reconciliation
- • QuickBooks setup or cleanup
- • Chart-of-accounts restructuring
- • Tax preparation and filing
Request a Custom Quote
Package Terms and Disclosures
- All bookkeeping packages require an initial financial-record review before services begin.
- Monthly pricing applies to ongoing bookkeeping beginning with the agreed-upon service month.
- Catch-up bookkeeping, cleanup work, and prior-period reconciliations are not included in the standard monthly package price.
- Additional charges may apply when a client exceeds the number of accounts or monthly transactions included in the selected package.
- Payroll processing, tax preparation, tax filing, sales-tax filing, and accounting-software subscriptions are not included unless specifically stated in the client’s service agreement.
- Clients are responsible for providing complete records and granting timely access to the financial accounts and software required to perform the services.
- Final pricing and services will be confirmed in the client’s bookkeeping service agreement.