Bookkeeping + Accounting Packages
Every business is unique which is why I offer custom pricing tailored to your needs. Below are my most common packages, however if you don't see where you'd fit in, please reach out so I can put together a proposal for you!
Essentials
Ideal for freelancers, sole proprietorships, or newly formed businesses with minimal bookkeeping needs
Cash-basis bookkeeping
Bank Reconciliation for 1 account
Annual Income Statement & Balance Sheet
Plans starting at
$275/month
Plus
Perfect for growing companies that need additional support
Cash-basis bookkeeping
Bank Reconciliation for up to 3 accounts and 2 payment integrations
1099 E-file for up to 10 contractors
Monthly Income Statement & Balance Sheet
Plans starting at
$550/month
Premier
Geared towards established companies with complex accounting needs
Cash- or accrual-basis bookkeeping
Bank Reconciliation for up to 5 accounts and 3 payment integrations
1099 E-file for up to 20 contractors
Monthly Income Statement & Balance Sheet
Plans starting at
$925/month
Add-On + Ad-Hoc Services
A/R + A/P Support
Don’t leave money on the table! I can help with preparing, sending and following up on invoices so you can get paid. Ensure your vendors & subcontractors are happy by not letting bill payment fall through the cracks
Accounting System Implementation or Conversion
Starting from scratch or looking to make a system change? I can help you get everything set up from chart of accounts design to platform integrations and more. Don’t stay with a system that doesn’t work for you!
Bookkeeping Cleanup
Books out of wack or not providing you with the information you need to make decisions? Let me help you get organized and on the right path forward so you always know where your business stands
Financial reporting + monthly check-ins
Not sure what your financials are trying to tell you? Let’s hop on a monthly call to go over your reports in detail and answer all of your questions so you have a firm grasp on your business' financial health
Document management + organization
Feeling buried under a stack of paperwork? Let me organize and manage your financial documents in an easy to access company file so you always have what you need in the event of an audit
Budgeting + forecasting
Can’t see where your business is headed? Let’s develop financial models to provide you the insight you need to plan for the future and grow your company
Cash flow management + monitoring
Gain the peace of mind in knowing when and where your cash is going at all times. Easily plan for expansion or investment knowing you’ll have the cash to fund it
Internal controls + process implementation
Your first step in fraud prevention starts here! Ensure separation of duties, payment controls and more to build out an efficient AND effective accounting department
Financial analysis + KPI tracking
Always know how your business is currently performing by using ratio analysis and tracking your most important financial indicators
Custom management reporting
Need reporting beyond the traditional income statement & balance sheet for your business? Great for those who need investor reporting, project reporting, location reporting and more
Sales tax compliance + management
Selling tangible goods and feeling overwhelmed by all the tax requirements? Let me take the registration, filings and remittance off your plate so you can focus your energy where your business needs you
Payroll tax compliance + management
Don’t let hiring stop your business growth in it’s tracks. I can manage state & local agency registration, forms & filings (Paystubs, W-2s, 1099s, Federal 940/941/944/945, various state forms & more!), along with employer regulations across all US states
Fractional Controller/CFO Support
A combination of the above services wrapped into one package providing you a fully managed accounting department from top to bottom