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MY SERVICES
ESSENTIAL PACKAGE
Simple, reliable bookkeeping for growing businesses.
Designed for solo and small service-based businesses with
straightforward bookkeeping needs. I'll keep your transactions organized and your accounts reconciled so you can focus on running your business.
What’s Included:
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Categorization of up to 100 transactions per month
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Monthly reconciliation of up to 2 financial accounts (e.g., bank and credit card accounts).
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Monthly Profit and Loss Statement and Balance Sheet
Price: $150/month*
GROWTH PACKAGE
Effortless bookkeeping for your expanding business
Built for service-based businesses that have outgrown the basics. With room for more monthly transactions and financial accounts, this package keeps expanding books accurate and manageable.
What’s Included:
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Categorization of up to 200 transactions per month
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Monthly reconciliation of up to 5 financial accounts.
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Monthly Profit and Loss Statement and Balance Sheet
Price: $250/month*
PREMIER PACKAGE
Your trusted partner for financial clarity and growth
Created for established service-based businesses managing a high volume of activity across multiple accounts. This package provides the capacity needed to maintain dependable financial records month after month.
What’s Included:
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Categorization of up to 400 transactions per month
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Reconciliation of up to 10 financial accounts.
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Monthly Profit and Loss Statement and Balance Sheet
Price: $400/month*
Catch Up and Clean Up Package
Bring order to your past and clarity to your future.
A one-time service for business owners who need to bring their current fiscal year's bookkeeping up to date. I’ll organize and reconcile your records so you can move forward with accurate books.
What’s Included:
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Review and categorization of transactions for the agreed catch-up period within the current fiscal year.
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Reconciliation of applicable financial accounts.
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Profit and Loss Statement and Balance Sheet for the completed period.
Price: Customized based on transaction volume, account volume, and the number of months requiring service.
Special Offers
Referral Rewards: $25 service credit for each referral who becomes a monthly bookkeeping client!
*Monthly package pricing requires the use of QuickBooks Online. The QBO subscription cost is not included in the package price and will be invoiced along with the service. Clients with an existing QBO subscription may continue using their current account.
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