BOOKKEEPING PACKAGES

$99 Starter Package

$99 Starter Package

$99 Starter Package

For new or small businesses with simple monthly activity

What You Can Expect From the Bookkeeper:

Monthly categorizing of income & expenses
Monthly bank reconciliation
Simple monthly financial summary
Year-end tax organization
Email support for basic questions

Client Responsibilities:

Maintain bookkeeping software (QB or Wave)
Provide monthly bank/credit card statements
Upload receipts/documentation as needed
Respond to clarification requests
Notify of new accounts or major changes

Not Included:

Payroll
Sales tax filing
Financial analysis or forecasting
Accounts payable/receivable management
Catch-up or cleanup
Audit support
Tax preparation (separate service)

$199 Growth Package

$99 Starter Package

$99 Starter Package

For growing businesses with higher activity or more structure needed

What You Can Expect From the Bookkeeper:

Everything in the Starter Package plus:
Detailed monthly financial reports (P&L + Balance Sheet)
Quarterly check-in or review call
Transaction rules & automation setup
Priority document handling
Monthly profit insights (simple trends)

Client Responsibilities:

Maintain bookkeeping software (QB Essentials or above)
Provide monthly statements & documents on time
Upload receipts & income details
Communicate business changes promptly
Attend quarterly review call

Not Included:

Payroll processing
Invoicing or bill pay services
Inventory tracking
Sales tax filing
Advanced financial strategy
Catch-up or cleanup
Audit support
Tax preparation (separate service)