Pricing + Services

 
 
 

Establish Your Company - $350

Whether you have just opened your company or have been in business for years, I will provide you with bookkeeping services to establish and maintain an accurate record of your financials so you can focus on the growth of your company.

  • Review current financial reports and identify areas in need of clean up within key accounts

  • Establish an itemized Chart of Accounts to compliment your industry

  • Review transactions within existing checking and credit card accounts to verify the accuracy of the last reconciliation

  • Ensure business accounts are properly linked and are listed on the Chart of Accounts correctly, link other business accounts if needed

  • Provide revised financial reports to determine the best path forward

Simple Bookkeeping - $265/month

Let me turn your shoe box of crunched receipts into a systematic monthly snapshot of your company's finances.
**company setup purchased separately**

  • Input Transactions - Enter transactions into your bookkeeping system monthly.

  • Assign Items to Appropriate Accounts - Assign all transactions to appropriate income and expense accounts.

  • Bank Statement Reconciliation - Primary checking and savings account bank statement reconciliation.

  • Credit Card Statement Reconciliation - Primary credit card account statement reconciliation.

  • Profit & Loss Statement - Monthly profit and loss statements provided at your request for review.

  • Year-End Report - Provide you with an annual profit and loss statement needed to prepare your taxes.

  • Priority Attention - When tax season gets hectic, you'll be at the top of my list!

Quarterly Bookkeeping - $459/quarter

This option is for companies who don’t have many transactions on a monthly basis. You get most of the benefits of the Simple Bookkeeping package however the service is provided every three months. Schedule a consultation to determine if you qualify for quarterly bookkeeping.
**company setup purchased separately**

  • Input Transactions - Enter transactions into your bookkeeping system quarterly.

  • Assign Items to Appropriate Accounts - Assign all transactions to appropriate income and expense accounts.

  • Bank Statement Reconciliation - Primary checking and savings account bank statement reconciliation every three months.

  • Credit Card Statement Reconciliation - Primary credit card account statement reconciliation every three months.

  • Profit & Loss Statement - Quarterly profit and loss statements provided at your request for review.

  • Year-End Report - Provide you with an annual profit and loss statement needed to prepare your taxes.

See a service above that almost fits your needs yet you'd like a little more support?  Review the options below which can be done on their own or added to any service package.

  • Intuit Quickbooks Subscriptions

  • Payroll Service (monthly, semi-monthly, bi-weekly or weekly)

  • Sales Tax Reporting & Processing

  • 1099 Filings

  • Job Costing

  • Franchise Tax Reporting

  • Invoice Management (Accounts Receivables)

  • Additional Bank Statements

  • Additional Credit Card Statements

  • Prior Month Financial Data