Explore our Bookkeeping Packages!

Quarterly VS Annual 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 Package

If you are looking to completely get rid of the day to day upkeep of your finances then the Monthly bookkeeping package is best for you!

This package 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.

*This package is recommended for companies grossing $250,000 or more.*

Get started with a bookkeeping Package today!

Book a FREE 15 min Consultation where our team will determine your specific needs and cultivate a detailed plan tailored to your businesses. Please be advised specific pricing varies by volume.

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 $500/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

OR

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