Bookkeeping Packages

A few ideas of what our standard bookkeeping packages include. Feel free to combine these standard packages with add on services to find your ideal solution.

 
 
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Self employed package

Our most basic package is perfect for self-employed individuals who just want to track their business related expenses for tax purposes. We recommend this package for realtors, hair stylists, or consultants among other professionals.

Our self-employed package includes posting & reconciliation of 1 dedicated business account whether it be a checking or credit card account. The price includes your subscription to 1tap & Receipt Bank accounting software. This software includes an app that allows you to keep track of your receipts as simply as taking a photo in the app. The receipts are then forwarded to us to be reviewed and added to your financial information. Your self-employed package also includes a quarterly financial packet that has a Balance Sheet, P&L, and your choice of 2 other financial reports that fit your business needs such as Cash Flow Analysis, Aged Creditors or Debtors, Expenses Analysis, etc. Your year end tax work will be a breeze since all of your information will already be compiled neatly and ready to be filed!

Packages start at $57.00/month


Starter business package

Our self-employed package starts with posting & reconciliation of your business accounts. Since we post everything that goes through your account and reconcile for accuracy,  you can rely on your financial information. The price includes your subscription to Quickbooks Online Essentials accounting software which we help set up free of charge. Your self-employed package also includes a monthly financial packet that has a Balance Sheet, P&L, and your choice of 2 other financial reports that fit your business needs such as Cash Flow Analysis, Aged Creditors or Debtors, Expenses Analysis, etc.

Packages start at $128.00/month

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Enhanced business package

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Our enhanced package is perfect for small businesses who want to start accurately tracking their financials and would like to start simplifying or outsourcing accounting processes. We recommend this package for growing small businesses.

Our enhanced package includes posting & reconciliation of your business accounts. The price includes your subscription to Quickbooks Online Plus accounting software which we help set up free of charge. Your enhanced package also includes a monthly financial packet that has a Balance Sheet, P&L, and your choice of three other financial reports that fit your business needs such as Cash Flow Analysis, Aged Creditors or Debtors, Expenses Analysis, etc. Finally, it includes the Receipt Bank App which allows you to file and post your business receipts just by taking a picture. Additional services can be added to make this a truly ideal package for your company.

Packages start at $160.00/month


Advanced business package

Our advanced package is perfect for small businesses who really want to take control of their financials. We recommend this package for small or medium businesses.

Our advanced package includes everything in our enhanced business package. Additionally, it includes pre-year end tax review, and monthly review meetings where we discuss your financials with you and answer any questions you may have about your business as well as any recommendations we have after analyzing the data. 

Packages start at $260.00/month

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