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Bookkeeping
Services Provided
Basic Package: $250/ month
For solo business owners or startups who just need clean, reliable books.
- General bookkeeping (transaction recording)
- Monthly bank reconciliation
- Basic financial reporting (monthly income statement)
- Assistance with business formation – including filing your LLC or Sole Proprietorship, applying for your EIN, and finding the right business insurance.
Advanced Package: $750/month
For established businesses that want financial clarity and time saving services.
- Everything in Growth Package​
- Tax preparation communication with your CPA
- Budgeting and forecasting services
- Monthly cash flow management
- Customized financial reporting
- Payroll processing for up to 10 employees
($25 for each employee over 10)
Standard Package: $500/month
For growing small businesses that need more insight and automation.
- Everything in Basic Package
- Accounts payable and receivable management
- Quarterly financial reports
- Light financial advisory (30 min check-in per quarter)
Clean up of books: $300 and up
Factors that influence the cost include:
- The current state of the books (how disorganized or inaccurate they are).
- The time expected to complete the clean-up.
- The level of expertise required.