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Standard Bookkeeping Package

Our standard bookkeeping package includes all of the following, and is customizable to your unique needs:

  • Expense and Income Tracking
  • Bank and Credit Card Reconciliation
  • Tracking of Loans
  • Monthly Phone/Video Chat
  • Standard Financial Reports
  • Annual Reports for Tax Prep
  • Accounting Software Subscription (Quickbooks Online)
  • Receipt Management Subscription (Huboc, etc.)

Add-Ons

  • Additional Consulting Time (Hourly)
  • Monthly Budgeting
  • Monthly Benchmarking
  • A/R Management/Invoicing
  • A/P Bill-Pay Management
  • Payroll Assist

One-Time

  • One-Time Accounting Software Set-Up
  • One-Time Consulting/Training Time (Hourly)
  • Catch-Up: Number of Months Behind
  • Historical Clean-Up: Number of Months Needing Fixed