The Original Bookkeeping Package

This package is best for s-corp clients or individuals who do not have a lot of monthly upkeep. Included in the package is:

Financial Statements
Up to 2 credit/bank account reconciliations
1 Zoom meeting per month

Add on services can include:

Bill payments
Accounts Receivable
Accounts Payable
Sales Tax Filing
QuickBooks Training

Packages start at $300 per month

Ongoing Monthly Bookkeeping

This package is best for clients needing more from their bookkeeper.

Financial Reports
Transaction matching
Credit card and bank account reconciliations
1 Zoom meetings per month
End of year 1099 and W-2 submittal

Add on services include:

Bill Pay
Accounts Payable
Accounts Receivable
Quarterly sales tax filing
Phone support
Courtesy Reminder Calls (Collections)
QuickBooks Training

Packages start at $300 per month

Client Data Review

Are your financials needing a final look before you hand them over to your CPA? Client data review will help you have tax ready financials. With this service, we have an in-depth inspection of your books for any errors or incorrect information. Within a week, we submit a report to you will all of our findings and recommendations. Once reviewed the report, you can decide to work with us for an additional fee or take the information with you.

$325 fee per review 

Bookkeeping Clean Up

This is for clients who are having problems with their books. They need to have a review, or a re-do of work.

Contact for pricing

QuickBooks Set Up

With this service, we will set up your QuickBooks Online file, create your customized chart of accounts, specific to your field, import all bank transactions, and make sure all of your beginning balances are correct. We would set up a follow-up training to be sure you are utilizing your books to your full potential.

Contact for pricing

QuickBooks Training

Do you want to learn how to do your own bookkeeping? With this option, we work with individuals, business owners, or staff to train specifically on what you need to learn to run your own day to day operations. This training is targeted to be sure your bookkeeping is as easy as possible. 

Contact for pricing


Luckily, we know how to use many systems. Some of the following apps and programs can integrate with QuickBooks as well:

  • Receipt Bank
  • Expensify
  • T-Sheets
  • Intuit Merchant Services
  • Mint
  • Square
  • Clio
  • Mile IQ
  • ADP Run
  • PayChex
  • Hubdoc
  • Evernote
  • Dropbox
  • Slack

Contact now

Finding a quality bookkeeper can be a challenge. Once you realize you do not have time to keep your books on track, bring in a trustworthy specialist to keep your financial tracking in order.

Contact Us

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