Packages

Below are our most popular bookkeeping packages. We also have QuickBooks Online discounts available for our clients. 

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The Spreadsheet Package

  • Monthly Recording of Financial Transactions

  • Monthly Reconcilation for up to 3 bank and/or credit cards

  • Monthly Reporting including Financial Dashboard

  • Monitoring and analysis of Financials

  • Time for Questions

  • Annual 1099 Preparation (up to 5 forms included)

  • Collaboration with your tax preparer

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The Ten-Key Package

  • Monthly Recording of Financial Transactions

  • Monthly Reconcilation for up to 4 bank and/or credit cards

  • Monthly Reporting including Financial Dashboard

  • Monitoring and analysis of Financials

  • Time for Questions

  • Annual 1099 Preparation (up to 5 forms included)

  • Collaboration with your tax preparer

  • Monthly Accounts Payable or Accounts Receivable Services

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The Ledger Package

  • Monthly Recording of Financial Transactions

  • Monthly Reconciliation for up to 4 bank and/or credit cards

  • Monthly Reporting including Financial Dashboard

  • Monitoring and analysis of Financials

  • Time for Questions

  • Annual 1099 Preparation (up to 5 forms included)

  • Collaboration with your tax preparer

  • Bi-Monthly Accounts Payable or Accounts Receivable Services