Pricing for all sizes.

What’s included:

  • P&L & Balance Sheet reports

  • Year-end tax ready financial reports

  • Cash Flow Statement

  • Summary reports on revenue, expenses, and profitability

  • Categorization (monthly)

  • Reconcile up to 4 bank/credit card accounts

  • Integrate up to 5 financial apps (e.g., PayPal, Stripe)

  • Financial reports sent on the 15th business day

  • QuickBooks setup

  • Chart of Accounts setup & maintenance

  • Dedicated client portal

  • 1099 filing

  • Zoom-based financial advisory sessions

  • Client communications portal

  • 1/2 month catch-up rate available

  • Optional receipt management (+$25/month)

Everything in Bronze, plus MORE:

  • Weekly categorization

  • Reconcile up to 6 bank/credit card accounts

  • Integrate up to 10 financial apps

  • Financial reports sent on the 12th business day

  • Chart of Accounts: setup, review, & maintenance

  • Fixed asset management (quarterly)

  • Long-term liabilities reconciliation (quarterly)

  • Monthly inventory journal entries

  • Zoom advisory reviews (quarterly)

  • Receipt management (+$15/month)

  • 1099 filing for up to 20 vendors

  • Budget creation support

Everything in ALL the other packages

  • Advanced KPI & profitability reports

  • Budget variance reports (quarterly)

  • Weekly categorization

  • Reconcile up to 8 bank/credit card accounts

  • Integrate up to 15 financial apps

  • Financial reports sent on the 8th business day

  • Custom COA

  • Class & location tracking

  • Custom tailored COA

  • Employee reimbursements

  • Monthly advisory Zoom calls

  • 1099 filing for up to 40 vendors

Which Package is Right?

The package that’s right for your business depends on the number of bookkeeping transactions you have each month and the complexity of your accounting needs. The rates for each package are based on the amount of time our accountants will spend working on your books each month, ensuring you get the right level of service to match your business’s requirements.