Monthly Bookkeeping

Kick back at tax time

No two businesses are alike.

We offer customized bookkeeping packages designed to be tailored to the needs and size of your business.

In the interest of full transparency, here are some starting points. All bookkeeping packages have a one time $300 onboarding fee.

Quarterly Bookkeeping

  • Quarterly bookkeeping in QuickBooks Online
  • (income + expense categorizations and reconcilations)
  • Quarterly financials sent to your inbox
  • Email support
STARTING AT $250/month
*this is only available for sole proprietors/LLCs with under 50 monthly transactions and up to 3 bank accounts

Monthly Bookkeeping

  • Monthly bookkeeping in QuickBooks Online
  • (income + expense categorizations and reconcilations)
  • Monthly financials sent to your inbox
  • Annual W2 and 1099 filings
  • Estimated tax payment reminders
  • Email & text support
  • Collaboration with your CPA
STARTING AT $350/month
*pricing varies based on complexity and/or size of business

Catch Up / Clean Up

  • Review & assessment of current books or set up of new QBO account
  • Income & expense categorization for catch up period
  • Reconciliation of all business accounts
  • 1:1 final review call to review progress, answer any questions you have, and decide next steps for your business.
PRICING VARIES
*We adjust all catch up/clean up quotes to match the scope of the project and do not have a set minimum for these projects.

QBO New Account
Set Up

  • Customized chart of accounts
  • Services set up
  • Custom guide to using QBO
STARTING AT $500

Additional Service Offerings

available upon request for monthly bookkeeping packages

  • Payroll Processing
  • Accounts Payable
  • Accounts Receivable
  • Comprehensive KPI Dashboard
  • Sales Tax Filings
jacob and taylor

Bookkeeping gives you the objective information you need to make strategic, profitable decisions

Let's do this!
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