Bookkeeping Services

Monthly Bookkeeping Package – $850/month
Perfect for small businesses needing reliable monthly financial management.

• Setup and maintenance of a standard chart of accounts
   
• Monthly financial statements: income statement & balance sheet
   
• Full monthly balance sheet reconciliation
   
• Bank reconciliation for up to 2 accounts (max 50 combined transactions)
   
• Up to 20-minute monthly financial consultation with a bookkeeping expert
   

Ideal for growing businesses looking for professional bookkeeping services, accurate financial reporting, and expert support.

Advanced Bookkeeping & Invoicing Package – $1,250/month
Designed for small businesses needing detailed, customized financial support.

• Custom chart of accounts tailored to your business needs
   
• Monthly bank reconciliation for up to 2 accounts (up to 100 total transactions)
   
• Processing of up to 125 vendor invoices per month
   
• Preparation of up to 125 customer invoices per month
   
• Monthly financial reports, including profit & loss statement and balance sheet
   
• Up to 30-minute monthly consultation with a bookkeeping professional
   

Ideal for service-based businesses and entrepreneurs looking for advanced bookkeeping, invoice processing, and custom financial reporting.

Premium Full-Service Bookkeeping Package – $2,000/month
Comprehensive financial management for growing businesses and high-volume operations.

• Custom chart of accounts tailored to your unique business structure
   
• Monthly reconciliation for up to 3 bank accounts (max 300 combined transactions)
   
• Reconciliation of up to 2 business credit card accounts
   
• Full-service bill pay for all business expenses
   
• Processing of up to 200 vendor invoices per month
   
• Preparation of up to 200 customer invoices per month
   
• Monthly financial reporting: balance sheet and profit & loss statement
   
• Up to 45-minute monthly consultation with a professional bookkeeper
   

Ideal for scaling businesses that need full-service bookkeeping, customized accounting, and accurate financial reporting.

Customized Bookkeeping & Admin Support – Tailored to Your Business

Not every business fits into a standard package—and we get that. Whether you're a startup, nonprofit, or growing service provider, we can build a custom financial and administrative support plan that meets your specific needs.

• Flexible bookkeeping services based on your monthly transaction volume
   
• Custom chart of accounts aligned with your business goals
   
• Optional services: invoice processing, bill pay, bank and credit card reconciliation, admin support
   
• Scalable monthly financial reporting: P&L statements, balance sheets, and more
   
• Personalized monthly consultations to fit your schedule and workflow
   
• Seamless integration with QuickBooks and cloud-based accounting tools
   

Let’s build a plan that works for you.
Call us today to discuss a custom bookkeeping solution designed to grow with your business.