Our Done-for You
Bookkeeping Services

1
Growing Package
Investment starts at
$400 per month*
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Hassle-free bookkeeping
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Tax-savings optimizations
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Quarterly financial reports: Profit & Loss, Balance Sheet and Statement of Cash Flow
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Sensitive client data and passwords stored within encrypted, cyber-secure platform
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Assured client email support, directly related to the scope of services
2
Established Package
Investment starts at
$550 per month*
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Everything included in the Growing Package, plus...
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Monthly reports available by 20th of the following month: Profit & Loss Statement, Balance Sheet and Statement of Cash Flow
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Monthly Loom recording reviewing financial reports
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Priority client support emails, directly related to the scope of services
3
VIP Package
Investment starts at
$700 per month*
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Everything included in the Established Package, plus...
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Monthly reports available by 15th of the following month
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Monthly 30-minute Google Meet business strategy meeting to review financials and come up with solutions
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Rapid-response client support emails, directly related to the scope of services
*The above starting prices are based on up to 100 transactions/month and up to 2 bank/cc accounts.
Your individual pricing will vary based on the scope of the customized services.
Our Services for DIY Bookkeeping Support

1
QBO Set-up & Training
One-time investment of $400
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Perfect for start-up businesses who want to do the books themselves!
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QuickBooks Online set up
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Training video and detailed doc outlining specifics for you to keep your books accurate monthly
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Assured client email support, directly related to the scope of services
2
QBO Clean-up & Training
One-time investment starts at $400*
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Perfect for start-up businesses who want to do the books themselves!
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Clean-up of current QBO file
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Training video and detailed doc outlining specifics for you to keep your books accurate monthly
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Assured client email support, directly related to the scope of services
3
Review & Support
Investment starts at
$150 per month*
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Perfect for start-up businesses who want to do the books themselves!
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Monthly review of QBO file for accuracy and tax compliancy
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Monthly reconciliations
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Guidance and support on any issues that you come across
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Assured client email support, directly related to the scope of services
*The above starting prices are based on up to 100 transactions/month and up to 2 bank/cc accounts.
Your individual pricing will vary based on the scope of the customized services.


