Pick Your Package

Pick Your Level of service

We'd love to talk with you and discuss your bookkeeping needs. Schedule your Discovery Call today!

starter

  • One Business Bank Account*
  • Monthly Bank Reconciliation
  • Monthly Cash Balance Notification
  • Monthly Financial Reporting
  • Quarterly Financial Performance Meeting
  • Year-End 1099s
  • Year-End Closing of Books for Tax Prep

bronze

  • One Business Bank Account*
  • Monthly Bank Reconciliation
  • Monthly Cash Balance Notification
  • Monthly Financial Reporting
  • Quarterly Financial Performance Meeting
  • Year-End 1099s
  • Year-End Closing of Books for Tax Prep
  • Bill Paying

Silver

  • One Business Bank Account*
  • Monthly Bank Reconciliation
  • Monthly Cash Balance Notification
  • Monthly Financial Reporting
  • Quarterly Financial Performance Meeting
  • Year-End 1099s
  • Year-End Closing of Books for Tax Prep
  • Client Invoicing

Gold

  • One Business Bank Account*
  • Monthly Bank Reconciliation
  • Monthly Cash Balance Notification
  • Monthly Financial Reporting
  • Quarterly Financial Performance Meeting
  • Year-End 1099s
  • Year-End Closing of Books for Tax Prep
  • Bill Paying
  • Client Invoicing

*Includes up to 75 transactions per month