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Bookkeeping Packages

We Help You Control Your Finances so You Can Focus on Your Business

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Initial Onboarding: $399.97

Bronze

  • 60 min Virtual Strategy Sessions
    • Annually
  • Monthly Bookkeeping Meetings (30min)
  • Transaction Volume
    • (per account): <75
  • Bank Account & Credit Car Reconciliation
    • <1​
  • Financial Statements
    • Monthly
  • Reconciliation Frequency
    • Monthly​
  • Additional Accounts
    • $150 each
$250/month
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Silver

  • 60 min Virtual Strategy Sessions:
    • Bi-Annual
  • Monthly Bookkeeping Meetings (30-Min)
  • Management Reports
  • Transaction Volume (per account)
    • <120
  • Bank Account & Credit Card Reconciliation
    • <2
  • Financial Statements
    • Monthly​
  • Reconciliation Frequency
    • Monthly
  • Additional Accounts:
    • $150 each
$550/month
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Gold

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  • 60 min Virtual Strategy Sessions:
    • Bi-Annual
  • Monthly Bookkeeping Meetings (30-Min)
  • Management Reports
  • Data Analytics
  • KPIs Reports
  • Transaction Volume (per account):
    • <250
  • Bank Account & Credit Card Reconciliation:
    • <3
  • Financial Statements
    • Monthly​
  • Reconciliation Frequency
    • Monthly​
  • Additional Accounts
    • $150 each​
$975/month
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Elite

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  • 60 min Virtual Strategy Sessions:
    • Quarterly
  • Monthly Bookkeeping Meetings (30-Min)
  • Management Reports
  • Data Analytics
  • KPIs Reports
  • Transaction Volume (per account):
    • <300
  • Bank Account & Credit Card Reconciliation:
    • <3
  • Financial Statements
    • Monthly​
  • Reconciliation Frequency:
    • Monthly
  • Additional Accounts:
    • $150 each
$1800/month
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Platinum

  • 30 Min Proactive Tax Strategy Session
    • Annually​
  • 60 min Virtual Strategy Sessions:
    • Quarterly
  • Monthly Bookkeeping Meetings (30-Min)
  • Management Reports
  • Data Analytics
  • KPIs Reports
  • Transaction Volume (per account):
    • <500
  • Bank Account & Credit Card Reconciliation:
    • <3
  • Financial Statements
    • Monthly​
  • Reconciliation Frequency:
    • Weekly
  • Additional Accounts:
    • $150 each
$3000/month
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Corp Max

  • 30 Min Proactive Tax Strategy Session
    • Annually​
  • 60 min Virtual Strategy Sessions:
    • Monthly
  • Monthly Bookkeeping Meetings (30-Min)
  • Management Reports
  • Data Analytics
  • KPIs Reports
  • Transaction Volume (per account):
    • 600
  • Bank Account & Credit Card Reconciliation:
    • <4
  • Financial Statements
    • Monthly​
  • Reconciliation Frequency:
    • Weekly
  • Additional Accounts:
    • $150 each
$5800/month

Contract Minimum:  12 Months per Service Agreement

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1 Month FREE*

*When you purchase an Annual Package

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Add Ons

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Sales Tax Filing

$50/month

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Est. Tax Filing

$40/month

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Data Analytics

$80/month

Behind on
Your Books?

No need to worry! Back bookkeeping services help to get you fully caught up with tax-ready financials.

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We guarantee a 4-week* turnaround for up to 12 months of retroactive bookkeeping.  

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