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BOOKKEEPING PACKAGE
All bookkeeping packages include review of client-entered transactions, file organization, transaction categorization, general ledger adjustments and correcting entries, preparation of tax-ready financial statements, and bank and/or credit card reconciliations for up to five accounts.
Standalone Bookkeeping
Includes up to 75 transactions per month for one account, monthly reconciliation, and basic email support with a response time of 5–7 business days.
Starter Package
Includes up to 100 transactions per month for two accounts, monthly reconciliation, quarterly financial statements and basic email support with a response time of 5–7 business days.
Standard Package
Includes up to 175 transactions per month for three accounts, monthly reconciliation, receipt management, monthly financial statements and basic email support with a response time of 3 -5 business days and annual consultation.
Growth Package
Includes up to 350 transactions per month for five accounts, monthly reconciliation, receipt management, budgeting and cash flow forecasting, 1099 management, monthly financial statements and basic email support with a response time of 3 -5 business days and quarterly consultation.