top of page

Services & Rates

We offer monthly package rates based on level of service, along with customizable options.

Book a call & we will discuss which options would best suit your current needs.

GOLD

Starts at $300 per month

  • ​1-2 BANK STATEMENT RECONCILIATION

  • 1-2 CREDIT CARD STATEMENT

  • 1-2 LOAN STATEMENTS

  • CATEGORIZING DAILY TRANSACTIONS

  • INCOME STATEMENT PDF

  • BALANCE SHEET PDF

  • EMAIL SUPPORT - 48 hour response time

  • 30 MINUTE MONTHLY ZOOM CALL

  • COLLABORATION WITH YOUR TAX PREPARER

  • $50 Client Referral Discount*

PLATINUM

Starts at $400 per month

  • 3+ BANK STATEMENTS RECONCILIATIONS

  • 3+ CREDIT CARD STATEMENTS

  • 3+ LOAN STATEMENTS

  • CATEGORIZING DAILY TRANSACTIONS

  • INVOICING UP TO 25 CLIENTS PER MONTH

  • WEEKLY 15 MINUTE CHECK-IN CALL/ZOOM

  • INCOME STATEMENT PDF

  • BALANCE SHEET PDF

  • EMAIL SUPPORT - 24 hour response time

  • 60 MINUTE MONTHLY ZOOM CALL

  • ADVISORY SERVICES/COACHING

  • COLLABORATION WITH YOUR TAX PREPARER

  • $50 Client Referral Discount*

ADDITIONAL SERVICES
$100 per hour 

  • NEW QBO SET-UP

  • PRIOR YEAR CLEAN UP

  • ADVISORY SERVICES

  • ACCOUNTS RECEIVABLE COLLECTIONS​

  • ACCOUNTS PAYABLE ONLINE BILL PAY

  • QBO TRAINING & COACHING FOR DIY

  • MONTHLY ACTIVITY REVIEW FOR DIY

  • CHART OF ACCOUNTS REVIEW

  • ACCRUAL BASIS JOURNAL ENTRIES

  • SALES TAX CALCULATION

  • 1099 TRACKING/PROCESSING

  • OTHER ADMINISTRATIVE TASKS NEGOTIABLE

* Client Referral Discount will be applied after first payment received from new referred client. Unlimited referrals
bottom of page