Bookkeeping Services

Book a 30-minute FREE consult with us today to explore how we can help.

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Monthly Bookkeeping Service - Pro Edition

$295/month**

Monthly account reconciliations for up to 3 accounts
Transaction entry and categorization up to 100 transactions per month
Monthly Dext (Greenback) subscription
Monthly financial reports
Monthly call or Zoom meeting
End of Year Report and books ready for your CPA

Company Books Setup

Flat Fee $175

We will set up your books in either Quickbooks Online or Xero based on your needs.
We will build a custom Chart of Accounts based on your business and assist with connecting bank accounts.
This service typically requires a one-hour Zoom meeting with us.
We offer discount pricing on QBO and Xero, so wait on your introductory call with us before purchasing a subscription.

Monthly Bookkeeping Service - Premuim Edition

$525/month**

Inventory Management in your accounting system
Monthly account reconciliations for up to 4 accounts
Transaction entry and categorization up to 300 transactions per month
Monthly Dext (Greenback) subscription
Monthly financial reports
Monthly call or Zoom meeting
End of Year Report and books ready for your CPA

Catch-up/Clean-up Service Fee-Based

Billed at 75% of the necessary Monthly Subscription Plan for the number of months needed.
One set of financial reports is provided after the service.
This service typically requires TWO one-hour Zoom meetings with us.
Service typically takes 30 to 60 days to complete.
Optional add-on training can be provided for you to take over your books after service.
Prepayment is required.

Monthly Bookkeeping Service - Executive Edition

$775/month**

Inventory Management in your accounting system
Monthly account reconciliations for up to 6 accounts
Transaction entry and categorization up to 500 transactions per month
Monthly Dext (Greenback) subscription
Monthly financial reports
Monthly call or Zoom meeting
End of Year Report and books ready for your CPA

QB Desktop Migration

Flat Fee $350

Keep your historical data by allowing us to prepare your Desktop books for migration.
Includes Company Books Setup Service.
We will ensure all data has migrated correctly.
Provide you with an hour of walk-through of QBO and provide a short list of items that do not import by design that will need to be recreated (e.g. memorized reports and rules).
Service will take 1 - 2 weeks.

Book an Appointment

All bookkeeping services require booking a FREE consult with us to ensure we are providing the correct service(s) for you and your business. There is no commitment when booking the free consult.

**Monthly subscription plans are based on a 3-month average. If applicable, downgrading or upgrading plan adjustments will occur in the next quarter.

Who Do We Work With?

Service Providers (Virtual or In-Person)

Small Retail Business (Brick-and-Mortar and/or e-Commerce)

Transportation, Logistics, Trucking Industry

Mobile Veterinarians

Interior Designers

Contractors

Beekeepers

Pet Groomers

Ag Businesses

Wineries

Sole Proprietors (DBAs/LLCs/S-Corps)

Multi-Members LLCs/S-Corps

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We will respond in one to two business days.