Our Pricing Details

Basic Bookkeeping

For early stage businesses

Intermediate Bookkeeping

For growing businesses

Advanced Bookkeeping

For mature businesses

Monthly Price

$95.00

$150.00

$225.00

Account and transaction limits

Up to two connected accounts Up to 50 transactions/mo

Up to three connected accounts. Up to 100 transactions/mo

Up to four connected accounts. Up to 200 transactions/mo

Services/Scope of Work Features

Monthly Reconcile all banks and credit cards

Monthly Profit and Loss and Balance Sheet

Monthly Aged Accounts Receivable

Monthly Statements delivered by:

15th of month following

15th of month following

10th of month following

Year end Income Statement and Balance Sheet

Monthly Depreciation of Fixed Assets

Annual Adjustment Only

Annual Adjustment Only

Optional Features

Accounts Receivable / Collections / Invoicing

Custom Pricing

Custom Pricing

Custom Pricing

Monthly Review of Inventory Value

Custom Pricing

Custom Pricing

Custom Pricing

Monthly Review of Intercompany Loans

Custom Pricing

Custom Pricing

Custom Pricing

Entry of cash-based or non-bank ledgers

Custom Pricing

Custom Pricing

Custom Pricing

If not on bank feed

Add $20/month

Add $30/month

Add $40/month

Forecasting, Budgets

Custom Pricing

Custom Pricing

Custom Pricing

Accrual Basis plus Cash Flow Statement

Add $15/month

Add $25/mo

Add $25/mo

Customize Chart of Accounts

$50.00

$50.00

Included

Optional 1/2 Hour Online Meeting

$10/half hour

$10/half hour

One per month included

Process and Manage Payroll and Taxes

$60/mo + $6/employee/pay

$60/mo + $6/employee/pay

$60/mo + $6/employee/pay

Process and Manage Sales Tax

$75/ month

$90/month

$120/month

Past month clean-up

$70.00

$115.00

$170.00

Xero Online Subscription/License

$15-$42/month

$15-$42/month

$42-$78/month

Zoho Books Online Subscription/License

$20-$50/month

$20-78/month

$50-$70/month

Quickbooks Online Subscription/License

$30-$90/month

$30-$200/month

$90-$200/month

Hubdoc Document Portal

$15 per month

$15 per month

$15 per month

Terms and Miscellaneous

Terms

Automatic Paid at the beginning of the month with Credit Card on File or ACH

Automatic Paid at the beginning of the month with Credit Card on File or ACH

Automatic Paid at the beginning of the month with Credit Card on File or ACH

If Pay by Credit Card

3% added to monthly payment

3% added to monthly payment

3% added to monthly payment

Agreement

Month to Month

Month to Month

Month to Month

Bookkeeping Team Access Level. No tax advice

Unlimited E-mail

Unlimited E-mail

Unlimited E-mail
1/2 hour Phone Support

Training and Knowledge Transfer

$15/hour

$15/hour

$15/hour

Special Projects / Out of Scope Requests

$10-$25/hour

$10-$25/hour

$10-$25/hour

Document Digitization and Archival

7 year archival during Active Engagement USB drive with up to 7 years of data files given upon disengagement for $150 fee (OPTIONAL)

All Documents received immediately digitized (except Receipts). Unlimited Cloud Access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement for $150 fee (OPTIONAL)

All Documents received immediately digitized. Unlimited Cloud Access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement for $150 fee (OPTIONAL)