All bookkeeping packages are Full Service, including a 100% QuickBooks Online subscription fee.
Basic Bookkeeping
Essential bookkeeping for micro-businesses and freelancers
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QBO Subscription Included
Subscription fee covered($60/mo Value) -
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Up to 50 Transactions
Monthly categorization and recording of up to 50 business transactions -
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Reconciliation of up to 2 Accounts
Precise monthly reconciliation for up to two bank or credit card accounts -
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Monthly Profit & Loss Statement
Comprehensive monthly P&L statements to track your business performance -
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Digital Receipt Archiving
Secure digital document management to ensure full compliance for IRS audits -
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Bank Feed & Transaction Categorization
Automated bank feed integration and expert categorization of all transactions
Standard Bookkeeping
Comprehensive fund management for small businesses
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QBO Subscription Included
Subscription fee covered($90/mo Value) -
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ncludes Everything in Basic
All features and services from the Basic package included -
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Up to 150 Transactions
Monthly categorization and recording of up to 150 transactions -
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Multi-Account Reconciliation
Monthly reconciliation for up to three bank or credit card accounts -
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Invoicing & Payments
Professional invoice generation and payment collection management -
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Standard Financial Reporting
Preparation of monthly Profit & Loss and Balance Sheet reports
Advanced Bookkeeping
For growing businesses requiring complex transactions and in-depth analysis
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QBO Subscription Included
Subscription fee covered($120/mo Value) -
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Includes Everything in Standard
All features and services from the Standard package included -
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Up to 300 Transactions
Monthly categorization and recording of up to 300 transactions -
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Multi-Account Reconciliation
Monthly reconciliation for up to five bank or credit card accounts -
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Full-Service A/R & A/P Management
Comprehensive management of Accounts Receivable and Accounts Payable -
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Financial Analysis & Planning
Strategic financial analysis and expert tax-saving guidance
Enterprise Bookkeeping
Dedicated solution for large-scale and complex businesses. We provide customized management by an Enrolled Agent for companies requiring 300+ transactions, unlimited reconciliations, and inventory/payroll integrations.
- β QuickBooks Online Included ($240/mo Value)
- β Includes Everything in Advanced Package
- β Custom Solutions for 300+ Transactions
- β Unlimited Account Reconciliation
- β Complex Inventory & Payroll Integration
- β Priority EA Support & Advisory
Customized Add-on Services
We provide flexible add-on options tailored to your business needs.
One-time Professional Onboarding Fee
Professional onboarding includes: Custom Chart of Accounts (COA) setup, bank feed integration, and historical data transfer.
Custom COA design by industry, initial QBO setup, bank/credit card feed connections, and basic matching rules.
Standard bank integration, transfer of basic historical data to QuickBooks, and bank/credit card feed connections.
For extensively neglected books requiring major cleanups and complex setups simultaneously.
1 Catch-up & Cleanup (Catch-up & Cleanup)
For books that have been neglected for months or years (Shoebox Tax).
2 Sales Tax Filing (Sales Tax Filing)
We calculate and file sales tax returns online for states where you have sales tax nexus.
3 Year-end Tax Forms (Year-end Forms)
Essential annual reporting tasks performed every January, separate from monthly bookkeeping.
(Business property tax)
4 Audit Support & EA Consulting (Audit Support)
Advanced services requiring Enrolled Agent (EA) expertise, extending beyond simple tax filing.
5 Overage Fees (Overage Fees)
Billing criteria for work volume (transactions, employee count) exceeding your contracted base package.
Essential Bookkeeping Checkpoints for Business Success
Strict Separation of Finances
Strictly separate your business accounts from your personal accounts. Commingled funds are a primary target for IRS audits. Ensure transparency by using dedicated business accounts and cards.
Digitization of Receipts
Paper receipts fade over time, making them difficult to read. It is crucial to build a habit of archiving all receipts in the cloud by integrating with QuickBooks.
Monthly P&L Review
Don't just keep books to pay taxes. You must identify where your business is losing money through monthly Profit & Loss statements to make rational management decisions.