Basic - starting at $125.00/month

  • Monthly Transaction Downloads & Receipt Capture using QB App

  • Monthly Reconciliations for One Checking Account & One Credit Card

  • Monthly Financial Reports

    • Balance Sheet

    • Profit & Loss

    • Cash Flow Statement

  • QuickBooks Software included in monthly fee*

Intermediate - starting at $225.00/month

  • Monthly Transaction Downloads & Receipt Capture using QB App

  • Monthly Reconciliations for up to 4 Accounts (Checking, Savings, Square Debit Card, Credit Card etc)

  • Monthly Financial Reports

    • Balance Sheet

    • Profit & Loss

    • Cash Flow Statement

  • QuickBooks Software included in monthly fee*

Add on Services

  • Sales Tax Reporting - starting at $25.00/month

  • Payroll & Tax Filing - starting at $100.00/month

    • Payroll Software included

  • Consulting - Contact for Pricing

    • You are doing your own bookkeeping but want a helping hand.

    • You will have access to me to ask questions

  • QBO Training - Contact for Pricing

  • Quarterly Reviews - starting at $300/Quarter

    • You are doing your bookkeeping but want an extra set of eyes to review your transactions categorization and reconciliations.

Advanced - starting at $325.00/month

  • Monthly Transaction Downloads & Receipt Capture using QB App

  • Monthly Reconciliations for up to 6 Accounts (Checking, Savings, Square Debit Card, Credit Card etc)

  • Monthly Financial Reports

    • Balance Sheet

    • Profit & Loss

    • Cash Flow Statement

  • QuickBooks Software included in monthly fee*

*Simple Start Plan included, Package price will increase if a more advanced subscription is needed