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Our Services
MONTHLY BOOKKEEPING PACKAGES
Packages are based on the scope, complexity, and level of support your business requires.
SPRUCE PACKAGE
Keep the books clean
Starting at $350/month
- Bank, credit card & payment processor reconciliations
- Transaction categorization
- Accounts payable recording
- Monthly Profit & Loss
- Monthly Balance Sheet
- Email support
PINE PACKAGE
Help manage the day-to-day
Starting at $650/month
- Everything in Spruce, plus:
- Accounts receivable recording
- Customer invoicing recording
- Bill payment management
- Monthly financial review
Most Popular
CEDAR PACKAGE
Full-Service bookkeeping
Starting at $950/month
- Everything in Pine, plus:
- Cash Flow Statement
- Chart of Accounts updating & maintenance
- Journal entries & account adjustments
- Year-end close & tax-ready books
Catch-Up & Clean-Up Bookkeeping
-
Bring overdue or disorganized books up to date.
QuickBooks Setup & Clean-Up
-
Get a new QuickBooks file set up correctly or clean up an existing file.
Full Bill Paying & Invoicing Support
-
Handle bill payments and customer invoicing on your behalf
Financial Review Meetings
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Review your financial reports, answer questions, and discuss your business financials.
Additional Bookkeeping Support
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For bookkeeping needs that fall outside your monthly package.
ADDTIONAL SERVICES
Starting at $300
Starting at $300
Customized Pricing
Starting at $100
Customized Pricing
HOW IT WORKS!
1
We'll discuss your business and what you need
Let's Talk
2
Choose Your Support
I'll recommend the
bookkeeping package
that makes the most
sense for you.
3
Feel Confident in Your Books
I'll keep your finances
organized and up to date so you can focus on running your business