Monthly services packages

Basic

Starting at $90

Recording and Categorizing up to 25 transactions per month.
Bank Reconciliation and Credit Card Reconciliation.
Up to 2 Bank and Credit Card accounts.
Profit and Loss Statement.

Essential

Starting at $165

Recording and Categorizing up to 50 transactions per month.
Bank and Credit Card Reconciliation.
Up to 2 Bank and Credit Card accounts.
1 loan principal and interest tracking.
Financial Statements Preparation.

Essential Plus

Starting at $350

Recording and Categorizing up to 200 transactions per month.
Bank and Credit Card Reconciliation.
Up to 3 Bank and Credit Card accounts.
Up to 3 loan principal and interest tracking.
Financial Statements Preparation.
One monthly virtual meeting.

Prime

Starting at $600

Recording and Categorizing up to 300 transactions per month.
Bank and Credit Card Reconciliation.
Up to 5 Bank and Credit Card accounts.
4 loan principal and interest tracking.
Financial Statements Preparation.
Maintain Accounts Payable.
One monthly virtual meeting.

Other Services

Initial Set -ups
Catch-up/Clean-up Bookkeeping
Accounts Payable/ Bill Pay
Accounts Receivable/ Invoicing
Sales Tax Filings

"Pricing determined after diagnostic review"