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Free Consultation

In order to successfully meet your needs, we offer a free consultation before agreeing to work with each other. If we're not a fit, at a minimum, you will walk away with a better understanding of your needs. Then, you can find the best financial services for your business!

If you've never had a bookkeeper before, feel free to check out some examples of price ranges below booking your date and time. Having said that, your consultation will help us tailor the right service package for your business.

Perfect for startups in their first few years of operations

This package includes:

  • Monthly subscription for QBO (cloud-based accounting software) for new QBO clients

  • Monthly reconciliation and classification for up to 2 bank/credit card accounts

  • Monthly financial statements

  • Up to 50 transactions

  • Unlimited email support

  • 1 hour per quarter of virtual conferencing

  • No contract needed (30 days notice required to cancel)

Discussing the Numbers

BASIC QUARTERLY BOOKKEEPING
- FROM $275/MO

Documents and Blurred Business Men

STANDARD MONTHLY BOOKKEEPING
- FROM $375/MO

Ideal for established small businesses

This package includes:

  • Monthly subscription for QBO (cloud-based accounting software) for new QBO clients

  • Monthly reconciliation and classification for up to 3 bank/credit card accounts

  • Monthly financial statements 

  • Up to 125 transactions

  • Unlimited email support

  • 1 hour per month of virtual conferencing

  • No contract needed (30 days notice required to cancel)

Making Notes

PREMIUM MONTHLY BOOKKEEPING
- FROM $595/MO

Ideal for larger businesses

This package includes:

  • Monthly subscription for QBO (cloud-based accounting software) for new QBO clients

  • Monthly reconciliation and classification for up to 3 bank/credit card accounts

  • Monthly financial statements 

  • Up to 175 transactions

  • 1 hour per month of virtual conferencing 

  • Track interest and principle payments for loans