BOOKKEEPING SERVICES

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Monthly Plans Available

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Bookkeeping Services

  • Transaction recording and reconciliation
  • Accounts payable & receivable management
  • Payroll processing and reporting
  • Monthly/quarterly financial statements
  • Expense tracking and categorization
  • Year-end closing support

10-15hr

Give yourself more time back each week

Bookkeeping services made easy

$199/mo

Essentials Bookkeeping

Perfect for small businesses just starting out or managing a low volume of transactions.

Includes:

  • Reconciliation of up to 150 transactions
  • Up to 3 accounts (2 bank + 1 credit card)
  • Categorization of transactions
  • Basic Accounts Payable & Accounts Receivable tracking
  • 15-minute monthly Accountant review
  • Monthly financial statements
  • Quarterly general ledger cleanup
N

150 transactions

N

up to 3 accounts

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$329/mo

Growth Bookkeeping

Ideal for growing businesses with moderate activity.

Includes:

  • Reconciliation of up to 250 transactions
  • Up to 5 accounts (e.g., 3 bank, 1 credit card, 1 loan)
  • Categorization and reconciliation of all accounts
  • Full A/P and A/R management
  • Payroll journal entries (up to 2 payroll accounts)
  • 30-minute monthly Accountant review
  • Monthly book closing and financial statements
  • GL cleanup monthly
  • Partner distributions tracking
N

250 transactions

N

up to 5 accounts

N

Monthly Financial Statement

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$449/mo

Professional Bookkeeping

Best for established businesses with high volume and more complex needs.

Includes:

  •  Reconciliation of up to 400 transactions
  • Up to 7 accounts (including trust or escrow if needed)
  • Categorization and reconciliation of all accounts
  • Full A/P and A/R management
  • Payroll journal entries (unlimited payroll accounts)
  • Trust or escrow account management
  • 45-minute monthly Accountant review
  • Monthly book closing and management reports
  • GL cleanup monthly
  • Annual financial package preparation
N

400 transactions

N

up to 7 accounts

N

Monthly Financial Statement

N

Annual Financial Preparation

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Our Mission Is to Build the Foundation of a Secure Future

“Success begins with a good foundation”

Malcolm