Explore our Bookkeeping Packages!

Quarterly VS Monthly or Enterprise Bookkeeping Packages:
What’s the Difference?

Quarterly Package

Our Quarterly bookkeeping package is for the everyday business owner who desires around the clock bookkeeping experience but with quarterly engagement.

This package is perfect for you if you have fixed overhead, minimal daily accounting upkeep, or require our accounting expertise on a part time basis.

Monthly or Enterprise Packages

If you are looking to completely get rid of the day to day upkeep of your finances then consider our Monthly or Enterprise bookkeeping package.

These packages allows for us to take over your accounting needs in its fullest capacity and even offers expertise on how you can save on the daily operations and taxes for your business.

We are at the front line of our annual bookkeeping clients accounting needs and we ensure that you receive 1 monthly meeting, monthly PNL’s and a true partnership in maintaining the accounting operations of your growing business.

*These packages are recommended for companies with aggressive gross amounts.

Get started with a bookkeeping Package today!

Book a FREE 15 min Consultation where our team will determine your Qualified Tier of Service and cultivate a detailed plan tailored to your businesses.

QUARTERLY

Starting Price $300/mo

  • Secured client portal access

  • Personal Tax Preparation

  • Schedule C Tax Preparation Plan

  • Monthly Account Reconciliation

  • Quarter PNL Report

  • Quarterly Expense Reporting (required)

MONTHLY

Starting Price $600/mo

  • Secured client portal access

  • Personal Tax Preparation

  • Corporate Filing Tax Preparation Plan

  • Monthly Quickbooks Reconciliation

  • 1 Monthly Meeting: Tax Review and Planning

  • Monthly PNL statement

  • Proactive tax planning every quarter

  • Year-round tax advice

  • Priority Support

ENTERPRISE

Starting Price $1000 Retainer

  • Everything included in the Monthly Package, but with the scale of your business in mind.

  • This package begins with a retainer to allow our team to start working.

  • After the retainer is exhausted, you will be invoiced as needed to complete your bookkeeping and comprehensive finance needs.

YEAR END RECONCILIATION

Starting Price $2499

  • 1 Business Bank Account Reconciliation 12 months

  • 1 Credit Card Account Reconciliation 12 months

  • Itemized Query

  • Year End Meeting Recap (60 min).

  • Investment Audit & Planning

  • Year End Profit & Loss Statement