Bookkeeping Services

Expert bookkeeping to help your business stay tax-ready. With these services, you'll be completely ready to file your taxes at the beginning of the year.

Pricing

Potential clients are entitled to a complimentary half-hour consultation. Let’s meet and determine if we're a good fit.

Please complete the contact form so we can schedule an appointment to discuss your accounting needs. From here, we will assess the next steps:

Basic Package

(Sole member)

• up to 100 transactions/ month

• 1 bank + 1 credit account

• monthly P&L + reconciliation

• email and WhatsApp support

$200 - $300

monthly

Standard Package

(LLCs, retail, service providers)

• up to 300 transactions/ month

• Payroll & Journal Entries

• AP/AR tracking

• multiple bank and credit card accounts

• monthly P&L + reconciliation

• email and WhatsApp support

• Monthly Zoom call

$400 - $600

monthly

Catch up

Cleanup

• Backlog from prior months or years

• Flat fee based on months + complexity

$150 - $250 / month x number of months

Other services

• QBO Setup / Training Chart of Accounts - $250 - $500 one-time fee

• 1099 filing (Jan) - $10 - $25 /form

• tiny clients (fewer transactions) $150/year

• learn to make your bookkeeping $150/hour

Getting started with:

-> Meet to discuss the type of business and accounting system

-> Start to take over the QuickBooks file

-> Organize and input existing transactions to the current date

Your Monthly Support:

-> Download & categorize monthly transactions into QuickBooks

-> Optional add-ons: invoicing, bill pay, income categorization, etc.

-> Email monthly financial statements to the client

-> Monthly correspondence regarding the financial status

-> Serve as liaison between the client & tax professional/ CPA throughout the year

*Note: Work is completed online from my home office

Services not offered

-> Legal business advice

-> Tax preparation

-> On-site bookkeeping