services
MONTHLY BOOKKEEPING PACKAGES
All packages include transaction categorization, account and loan reconciliations, payroll recording, and financial reporting. Pricing is based on up to 100 transactions/month and 3 accounts (including loans and payroll). Costs scale up for larger volumes — I’ll quote that clearly up front.
LEAN $250+
Quarterly financial reports
24-hour response time
Close books in the 3rd window
CORE $450+
Monthly financial reports
Same-day response time
Close books in the 2nd window
PREMIUM $700+
Monthly financial reports with video review
4-hour response time
Close books in the 1st window
$2,500+ when enrolled in a monthly package
$4,000+ when completed as standalones
Cleanup / catch-ups include:
Reconciliation and categorization of all accounts, loans, and payroll runs
Production of year-end-ready financials
Up to 3 accounts and 100 transactions/month
ANNUAL CLEANUP / CATCH-UP
These services can be added on to an existing bookkeeping package:
Payroll
Custom reports
Project/class tracking
ADD-ONS
All services require an active QuickBooks Online subscription. I bill this separately at Intuit’s wholesale rate (typically $30–$90/month depending on the version your business needs). This is a direct pass-through cost with no markup.
The onboarding process consists of a $500 one-time fee, waived with a 6-month prepaid commitment to a monthly package. This process includes QuickBooks Online setup/rework, account connections, and chart of accounts cleanup/setup.