Choose the Right Package for Your Business
Flexible bookkeeping solutions designed to grow with you, from setup to ongoing management.
Tier 1 is ideal for books with minimal transactions, nominal complexity, and/or decision makers interested in more frequent billing (i.e., weekly versus monthly).
Tier 4 is more suitable for books with a multitude of transactions, major complexity, and/or decision makers keen on less frequent billing (i.e., quarterly versus monthly)
Tiers 2 and 3 are ideal for books and/or billing frequencies falling somewhere between Tier 1 and Tier 4.
CATCH-UP
Get Back on Track, Fast
$1,500
10 Hours
- Import and code recent bank/credit card activity
- Reconcile all accounts with uploaded reports
- Balance sheet account verification
- Adjusting journal entries
- Transaction cleanup and corrections
Best For:
Businesses that have fallen behind on bookkeeping
BUILD
Start Fresh with a Solid Foundation
$2,500
10 Hours
- Software identification and implementation or migration
- Complete chart of accounts setup
- Customer, vendor, and class list creation
- Opening balance establishment
- Bank and credit card account linking
- Historical transaction import and coding
- Full account reconciliation
- Balance sheet verification
Best For:
New businesses or companies switching or migrating accounting systems
CLEAN-UP
Organize, Optimize, and Refine
$2,250
10 Hours
- Comprehensive chart of accounts review
- Account coding analysis and corrections
- Customer/vendor list cleanup
- Missing payee identification
- Income statement activity review
- Outstanding transaction reconciliation
- Balance sheet verification
Best For:
Businesses with messy books needing professional organization
MANAGE
Complete Hands-Off Financial Management
$1,250
10 Hours
- All Maintain package services
- Proactive transaction monitoring
- Regular financial health checks
- Comprehensive reporting
- Strategic account management
Best For:
Business owners who want to focus on growth, not bookkeeping
MAINTAIN
Keep Your Books Current and Accurate
$1,250
10 Hours
- Ongoing account reconciliation
- Balance sheet verification
- Chart of accounts maintenance
- List management and updates
- Missing payee resolution
- Income statement monitoring
- Regular adjusting journal entries
Best For:
Established businesses needing regular bookkeeping support
Tier 1 is ideal for books with minimal transactions, nominal complexity, and/or decision makers interested in more frequent billing (i.e., weekly versus monthly).
Tier 4 is more suitable for books with a multitude of transactions, major complexity, and/or decision makers keen on less frequent billing (i.e., quarterly versus monthly)
Tiers 2 and 3 are ideal for books and/or billing frequencies falling somewhere between Tier 1 and Tier 4.
CATCH-UP
Get Back on Track, Fast
$5,000
20 Hours
- Import and code recent bank/credit card activity
- Reconcile all accounts with uploaded reports
- Balance sheet account verification
- Adjusting journal entries
- Transaction cleanup and corrections
Best For:
Businesses that have fallen behind on bookkeeping
BUILD
Start Fresh with a Solid Foundation
$3,000
20 Hours
- Software identification and implementation or migration
- Complete chart of accounts setup
- Customer, vendor, and class list creation
- Opening balance establishment
- Bank and credit card account linking
- Historical transaction import and coding
- Full account reconciliation
- Balance sheet verification
Best For:
New businesses or companies switching or migrating accounting systems
CLEAN-UP
Organize, Optimize, and Refine
$4,500
20 Hours
- Comprehensive chart of accounts review
- Account coding analysis and corrections
- Customer/vendor list cleanup
- Missing payee identification
- Income statement activity review
- Outstanding transaction reconciliation
- Balance sheet verification
Best For:
Businesses with messy books needing professional organization
MAINTAIN
Keep Your Books Current and Accurate
$2,500
20 Hours
- Ongoing account reconciliation
- Balance sheet verification
- Chart of accounts maintenance
- List management and updates
- Missing payee resolution
- Income statement monitoring
- Regular adjusting journal entries
Best For:
Established businesses needing regular bookkeeping support
MANAGE
Complete Hands-Off Financial Management
$2,500
20 Hours
- All Maintain package services
- Proactive transaction monitoring
- Regular financial health checks
- Comprehensive reporting
- Strategic account management
Best For:
Business owners who want to focus on growth, not bookkeeping
Tier 1 is ideal for books with minimal transactions, nominal complexity, and/or decision makers interested in more frequent billing (i.e., weekly versus monthly).
Tier 4 is more suitable for books with a multitude of transactions, major complexity, and/or decision makers keen on less frequent billing (i.e., quarterly versus monthly)
Tiers 2 and 3 are ideal for books and/or billing frequencies falling somewhere between Tier 1 and Tier 4.
CATCH-UP
Get Back on Track, Fast
$7,500
30 Hours
- Import and code recent bank/credit card activity
- Reconcile all accounts with uploaded reports
- Balance sheet account verification
- Adjusting journal entries
- Transaction cleanup and corrections
Best For:
Businesses that have fallen behind on bookkeeping
BUILD
Start Fresh with a Solid Foundation
$4,500
30 Hours
- Software identification and implementation or migration
- Complete chart of accounts setup
- Customer, vendor, and class list creation
- Opening balance establishment
- Bank and credit card account linking
- Historical transaction import and coding
- Full account reconciliation
- Balance sheet verification
Best For:
New businesses or companies switching or migrating accounting systems
CLEAN-UP
Organize, Optimize, and Refine
$6,750
30 Hours
- Comprehensive chart of accounts review
- Account coding analysis and corrections
- Customer/vendor list cleanup
- Missing payee identification
- Income statement activity review
- Outstanding transaction reconciliation
- Balance sheet verification
Best For:
Businesses with messy books needing professional organization
MAINTAIN
Keep Your Books Current and Accurate
$3,750
30 Hours
- Ongoing account reconciliation
- Balance sheet verification
- Chart of accounts maintenance
- List management and updates
- Missing payee resolution
- Income statement monitoring
- Regular adjusting journal entries
Best For:
Established businesses needing regular bookkeeping support
MANAGE
Complete Hands-Off Financial Management
$3,750
30 Hours
- All Maintain package services
- Proactive transaction monitoring
- Regular financial health checks
- Comprehensive reporting
- Strategic account management
Best For:
Business owners who want to focus on growth, not bookkeeping
Tier 1 is ideal for books with minimal transactions, nominal complexity, and/or decision makers interested in more frequent billing (i.e., weekly versus monthly).
Tier 4 is more suitable for books with a multitude of transactions, major complexity, and/or decision makers keen on less frequent billing (i.e., quarterly versus monthly)
Tiers 2 and 3 are ideal for books and/or billing frequencies falling somewhere between Tier 1 and Tier 4.
CATCH-UP
Get Back on Track, Fast
$10,000
40 Hours
- Import and code recent bank/credit card activity
- Reconcile all accounts with uploaded reports
- Balance sheet account verification
- Adjusting journal entries
- Transaction cleanup and corrections
Best For:
Businesses that have fallen behind on bookkeeping
BUILD
Start Fresh with a Solid Foundation
$6,000
40 Hours
- Software identification and implementation or migration
- Complete chart of accounts setup
- Customer, vendor, and class list creation
- Opening balance establishment
- Bank and credit card account linking
- Historical transaction import and coding
- Full account reconciliation
- Balance sheet verification
Best For:
New businesses or companies switching or migrating accounting systems
CLEAN-UP
Organize, Optimize, and Refine
$9,000
40 Hours
- Comprehensive chart of accounts review
- Account coding analysis and corrections
- Customer/vendor list cleanup
- Missing payee identification
- Income statement activity review
- Outstanding transaction reconciliation
- Balance sheet verification
Best For:
Businesses with messy books needing professional organization
MAINTAIN
Keep Your Books Current and Accurate
$5,000
40 Hours
- Ongoing account reconciliation
- Balance sheet verification
- Chart of accounts maintenance
- List management and updates
- Missing payee resolution
- Income statement monitoring
- Regular adjusting journal entries
Best For:
Established businesses needing regular bookkeeping support
MANAGE
Complete Hands-Off Financial Management
$5,000
40 Hours
- All Maintain package services
- Proactive transaction monitoring
- Regular financial health checks
- Comprehensive reporting
- Strategic account management
Best For:
Business owners who want to focus on growth, not bookkeeping
Enhancement Add-Ons
Customize your package with additional services
After-the-Fact Payroll Processing
Custom Financial Statement Design
Sales and Use Tax Reporting & Filing
Financial Statement Preparation
Mixed Beverage Tax Reporting & Filing
Forms 1099-MISC/NEC Reporting & Filing
Accounts Receivable Management
Tax Return Preparedness & CPA Coordination
Accounts Payable Management
Ad-Hoc Reporting
Percentage of Completion Tracking
Other- Just ask us
Ready to Get Started?
Let’s find the perfect solution for your business.