Bookkeeping Services
MONTHLY BOOKKEEPING PACKAGES
Essential Package
Starts at $325 per month
Virtual Bookkeeping​
Record transactions for 1 checking account, 1 savings account, 1 credit card
Account balances reconciled monthly
Reports provided quarterly
Virtual meeting can be added for an additional fee
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Financial Reporting
Quarterly reports provided:
Balance Sheet
Income Statement
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Support and Communication
Unlimited email support to client
Professional Package
Starts at $575 per month
Virtual Bookkeeping
Record transactions for multiple banks and credit cards
Account balances reconciled monthly
Reports provided monthly
Virtual meeting quarterly and additional meetings can be added for a fee
1099 vendor tracking
Payroll assistance
Review of sales tax
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Financial Reporting
Monthly reports provided:
Balance Sheet
Income Statement
Statement of Cash Flows
Training
Training will be provided in basic bookkeeping practices as needed at client's request
Support and Communication
Unlimited email support to client
Communication with client's staff as needed
1 zoom meeting per quarter
Premium Package
Starts at $850 per month
Virtual Bookkeeping
Record transactions for multiple banks and credit cards
Account balances reconciled monthly
Reports provided monthly
Virtual meeting monthly and additional meetings can be added for a fee
1099 vendor tracking
Payroll assistance
Review and filing of sales tax
Customer invoicing
Vendor billing
Financial Reporting
Monthly reports provided:
Balance Sheet
Income Statement
Statement of Cash Flows
Additional metrics provided with monthly reports
Training
Training will be provided in basic bookkeeping practices as needed at client's request
Support and Communication
Unlimited email support to client
Communication with client's staff as needed
1 zoom meetings per month
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