PERSONALIZED VIRTUAL BOOKKEEPING
PERSONALIZED VIRTUAL BOOKKEEPING
PERSONALIZED VIRTUAL BOOKKEEPING
PERSONALIZED VIRTUAL BOOKKEEPING
PERSONALIZED VIRTUAL BOOKKEEPING
Services & Pricing
Bookkeeping solutions designed to bring clarity to your finances and confidence to your business. Whether you're just getting started or managing a growing company, you'll find personalized support tailored to your needs.
Monthly Bookkeeping Packages
Flexible bookkeeping support designed to grow with your business.
Foundation
$300
Starting monthly rate
Essential bookkeeping for small businesses.
Momentum
$500
Starting monthly rate
Expanded reporting and support for growing businesses
Elevate
$850
Starting monthly rate
More comprehensive monthly financial oversight
Packages begin at the rates shown. Final pricing is based on transaction volume, number of accounts, and service requirements. QuickBooks Online subscriptions are billed separately by Intuit. Payroll and additional services are available for an additional fee.
Compare Our Packages
Find the level of bookkeeping support that's right for your business.
What's Included
Foundation
Momentum
Elevate
Monthly Transactions
Up to 100
Up to 250
Up to 500
Bank/Credit Card Accounts
Up to 2
Up to 4
Up to 6
Transaction Categorization
Monthly Reconciliations
Profit & Loss
and Balance Sheet
Year-End Financial Reports
Monthly Financial Summary
Cash Flow Statement*
A/R & A/P Balance Review
Financial Review Meeting
Quarterly
Monthly
Customized Financial Reports
Monthly Cash Flow Review
*Cash flow statements are provided when supported by the client's accounting records and reporting setup. Financial review meetings are 30 minutes. A/R and A/P balance review does not include invoicing, collections, or bill payments.
Email Support
Standard
Priority
Priority
Additional Bookkeeping Services
Every business has different needs. In addition to monthly bookkeeping, Growth & Balance Bookkeeping offers supplemental services that can be customized to support your business.
Payroll Services
Reliable payroll processing and related support to help keep employees paid accurately and payroll records organized.
Accounts Payable & Receiveable
Additional support with customer invoicing, outstanding balances, vendor bills, and payment tracking.
Cleanup & Catch-Up
Behind on your bookkeeping? Get your financial records organized, reconciled, and brought up to date.
QuickBooks Setup & Support
Get started with QuickBooks Online through personalized setup, account organization, and ongoing guidance.
