Subscription Packages
These packages lump together our most popular service options. Contact us for other options or to get a quote on hourly services.
Starter Package
300$Every monthSmall businesses with simple bookkeeping needs- Bank Transaction Entry &Reconciliations
- Credit Card Transaction Entry &Reconciliations
- Loan Tracking
- Payroll Journal Entries
- Monthly Financial Reports
- Dedicated Account Bookkeeper
- Client Portal & File Storage
- Client Email Support During Normal Business Hours
- QuickBooks Online Subscription at Discounted Price
Plus Package
500$Every monthGrowing businesses who need a little more financial help- All ‘Starter’ Services
- Record Vendor Invoices
- Reconcile Vendor Statements
- Record Payments
- Aging Reports
- Record Customer Invoices
- Accounts Receivable Aging Reports
- Annual 1099 Preparation & Filing
- Annual Payroll Audit
- Workers Compensation Audit Assistance
- Dedicated Account Bookkeeper
- Priority Call & Email Support During Normal Business Hours
Business Pro Package
600$Every monthFull service bookkeeping for Small and Mid-sized Businesses- All ‘Plus’ Services
- Issue Payments for Vendor Bills
- Invoice Customers
- Follow up on Past Due Customer Accounts
- Sales Tax Preparation & Filing
- Business Tax Calculation
- Budget Preparation
- Industry Standard Ratio Analysis
- Dedicated Account Bookkeeper
- Priority Call & Email Support During Normal Business Hours
- Customer Support Early Morning and Late Night
- Access to Drobox folder for secure online file storage
Payroll Services
60$Every month- Regularly scheduled payroll processing
- Payroll Tax Withholding & Reporting
- Direct Deposit or Manual Check Processing
- Quarterly and Annual Reporting
Services
We offer a one-time, 45-minute consultation completely free of charge to all new prospective clients. This session is designed to help us better understand your needs, answer your questions, and explore how our services can support your business. There’s no obligation—just a conversation to see if we’re the right fit for you.
Accounts Payable
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Record Vendor Invoices
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Reconcile Vendor Statements
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Issue/Record Payments
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Accounts Payable Aging Reports
Accounts Receivable
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Record Customer Invoices
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Issue Customer Statements
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Record Payments
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Accounts Receivable Aging Reports
Payroll Processing
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Entry of Hours Worked
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Direct Deposit and/or Printed Checks
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Payroll Summary Reports
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Payroll Journal Entries
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Reports for Payroll Audits
Software Setup & Maintenance
We can help you figure out what software is best for you and your business needs as well as get it set up for your success.
Monthly Financial Reports
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Income Statement
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Balance Sheet
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Statement of Cash Flows
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Profit & Loss
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Bank Account Reconciliation
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Credit Card Reconciliation
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Budget vs Actual
Job Descriptions & Employee Handbook
Job descriptions that accurately define the job and parameters needed to complete it.
Protect the company. Protect the employee.
Employee handbooks created with standard practices and adjusted to fit the needs of your company.
On-Site Visit Cancellation Policy
We understand that schedules can change. However, if an on-site appointment is canceled within the same calendar week it is scheduled, we may not be able to reschedule during that week due to limited availability. Please note that monthly service fees remain unchanged, as our pricing is based on monthly support rather than individual visits. We appreciate your understanding and advance notice when possible.
Privacy & Information Use Policy
Your privacy matters to us. Any information collected from prospective or current clients—whether through our website, email, or consultation—is used strictly for communication and to provide our bookkeeping and business services. We will never sell, share, or distribute your personal or business information to third parties. Your trust is important, and we are committed to protecting your data with integrity and care.