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Bookkeeping Packages
We Help You Control Your Finances so You Can Focus on Your Business
Initial Onboarding: $399.97

Gold
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60 min Virtual Strategy Sessions:
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Bi-Annual
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Monthly Bookkeeping Meetings (30-Min)
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Management Reports
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Data Analytics
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KPIs Reports
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Transaction Volume (per account):
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<250
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Bank Account & Credit Card Reconciliation:
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<3
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Financial Statements
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Monthly
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Reconciliation Frequency
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Monthly
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Additional Accounts
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$150 each
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Elite
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60 min Virtual Strategy Sessions:
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Quarterly
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Monthly Bookkeeping Meetings (30-Min)
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Management Reports
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Data Analytics
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KPIs Reports
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Transaction Volume (per account):
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<300
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Bank Account & Credit Card Reconciliation:
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<3
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Financial Statements
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Monthly
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Reconciliation Frequency:
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Monthly
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Additional Accounts:
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$150 each
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Platinum
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30 Min Proactive Tax Strategy Session
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Annually
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60 min Virtual Strategy Sessions:
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Quarterly
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Monthly Bookkeeping Meetings (30-Min)
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Management Reports
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Data Analytics
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KPIs Reports
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Transaction Volume (per account):
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<500
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Bank Account & Credit Card Reconciliation:
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<3
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Financial Statements
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Monthly
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Reconciliation Frequency:
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Weekly
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Additional Accounts:
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$150 each
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Corp Max
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30 Min Proactive Tax Strategy Session
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Annually
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60 min Virtual Strategy Sessions:
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Monthly
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Monthly Bookkeeping Meetings (30-Min)
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Management Reports
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Data Analytics
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KPIs Reports
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Transaction Volume (per account):
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600
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Bank Account & Credit Card Reconciliation:
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<4
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Financial Statements
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Monthly
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Reconciliation Frequency:
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Weekly
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Additional Accounts:
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$150 each
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Contract Minimum: 12 Months per Service Agreement
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
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