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