top of page

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.

Ready to Bring Balance to Your Books?

Not sure which package is right for your business? Let's discuss your bookkeeping needs and find a solution that works for you.

bottom of page