Bookkeeping Service Packages
Reconciliations
Basic support from a second set of eyes.
$125
per month
✓
Confirm all transactions are categorized
✓
Manually enter transactions from records provided
✓
Attach receipts and documentation provided
✓
Retrieve bank statements (with 3rd party access)
✓
Reconcile financial accounts
✓
Troubleshoot reconciliation errors
✓
Standard financial reports
Full Service
Let us be your bookkeeper.
$250
per month
✓
Everything in Tier 1
✓
Access 3rd party accounts for transaction data and receipts
✓
Assign tracking elements (customer/vendor/tags) in software as appropriate
✓
Enter invoices and bills, match payments
✓
Monthly software updates
✓
1099-NEC form annual filings
✓
Estimated income tax calculation
✓
Detailed financial reports, including period comparisons
✓
One live meeting per month, if schedule allows
Expanded Support
Extended foundation for growth .
$500
per month
✓
Everything in Tiers 1 & 2
✓
Payroll
- run payroll through software
- ensure payroll taxes are paid
- W2 form filings
✓
Estimated income tax filing, payment
✓
Invoicing customers through software
✓
Detailed troubleshooting & optimization
✓
Custom financial reports and spreadsheets
✓
Basic analysis and data interpretation
✓
One live meeting per month, guaranteed
Add-on Service Expansions
E-Commerce Data Management
– for businesses Selling physical products on- and/or off-line
Assistance keeping track of sales locations, sales tax, and data from e-commerce platforms and payment processors.
$100/month
Sales Tax Returns
– Ideal for those who find tax returns intimidating
If you are required to collect sales tax, you also need to file returns for it. But take the pressure off by letting us the calculations.
$150 each