Bookkeeping Packages

Knowing that our customers are small businesses we aim to keep prices flexible and fair.

Bookkeeping packages are customized to each client. In order to provide a quote we will need to gather information about your business.

To receive your custom quote please fill out our new client questionnaire
Basic Bookkeeping
119
/yr
Best for side hustles and self-employed income
Semi-Annual Service
Data Coded & Reconciled
Financial Reports
Secure Online Portal
Financial Review
Accrual Adjustments
Expense Monitoring
Receivables Monitoring
Inventory Adjustments
24/7 Communication
Budgeting & Forecasting
Strategy Meetings
This Sounds Like Me
Full-Service Bookkeeping
249
/yr
Everything you need for a
growing business
Quarterly Service

This is our most popular reporting frequency

Data Coded & Reconciled

Fresh takes on strategic growth and the latest trends in business.

Financial Reports

Profit & Loss, Balance Sheet

Secure Online Portal

To upload and share documents safely

Financial Review

Get a quick video from Kelly going over your reports

Accrual Adjustments

For the most accurate financial reports

Expense Monitoring

We keep an eye out for anything out of the ordinary

Receivables Monitoring

Only Available for Premium

Inventory Adjustments

Only Available for Premium

24/7 Communication

24 - 48 Hours Average Response Time

Budgeting & Forecasting

Only Available for Premium

Strategy Meetings

Only Available for Premium

Let's Go!
Premium Bookkeeping
499
/yr
Next-level bookkeeping and VIP treatment
Monthly Service
Data Coded & Reconciled
Financial Reports
Secure Online Portal
Financial Review
Accrual Adjustments
Expense Monitoring
Receivables Monitoring
Inventory Adjustments
24/7 Communication
Budgeting & Forecasting
Strategy Meetings
Time to Level Up

Get answers to common questions

We now have an FAQ list that we hope will help you
answer some of the more common ones.

What's your hourly rate?

We have stopped billing hourly and now offer flat rates on all services. The only exception would be for large projects where the scope of work is unknown; in that case, we may request a deposit to cover a certain amount of hours to get started.

What's the onboarding process like?

New clients are sent a 1-page bookkeeping agreement to sign and a client information spreadsheet to fill out so we have all the best and current information for your business.

When I sign the agreement am I locked in for a period of time?

We operate with no receivables, so you pay for the current month or quarter of service. All you need to do is give us a 30 day notice of cancellation so we can finish up our work in the current month or quarter and turn off future payments. Easy peasy!

What if I only want one benefit of the premium plan?

Since all packages are custom tailored for our clients, just let us know what interests you and we can consider adding services onto a lower plan for you.

How do you get all my data?

An estimated 75% of our clients give us access to online banking and other websites so we can log in and grab information we need to get the job done. The other 25% send us information we request. Do what you feel comfortable with!

What's happens when I need help?

You’ll have direct contact with your bookkeeper, Kelly or Connie, via phone and email. We always try to get back to clients as soon as we can, but premium bookkeeping clients will have access to a dedicated work-only cell phone that is with someone 24/7.

Let's get in touch

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.