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Starting at $1,650/Month
Designed for established businesses requiring higher-level bookkeeping support, payroll management, and enhanced financial oversight.
Package Includes:
Monthly bookkeeping services
Reconciliation of up to 10 bank and/or credit card accounts
Payroll processing for up to 10 employees
Payroll tax filing support
Employee payroll administration and maintenance
Monthly Profit & Loss and Balance Sheet reports
Cash flow tracking and monitoring
Expense management and transaction review
Financial trend and profitability analysis
KPI reporting support
Monthly financial strategy review
Priority email support
Coordination through QuickBooks Online and QuickBooks Payroll (unless otherwise agreed)
What to Expect:
This package is intended for businesses with increasing operational activity that require organized financial management, consistent payroll administration, and more detailed financial insight. Services are structured to provide stronger financial visibility, operational support, and strategic guidance to assist with business growth and financial decision-making.
Additional Notes:
Setup and onboarding fees are separate from monthly service fees.
Cleanup, reconstruction, or catch-up bookkeeping services are billed separately if required.
Additional employees, accounts, transaction volume, or advisory services may result in adjusted pricing.
Existing platform transitions may require migration and reconciliation fees depending on complexity.
Tax Preparation included after 6 months of subscription
Starting at $1,650/Month
Designed for established businesses requiring higher-level bookkeeping support, payroll management, and enhanced financial oversight.
Package Includes:
Monthly bookkeeping services
Reconciliation of up to 10 bank and/or credit card accounts
Payroll processing for up to 10 employees
Payroll tax filing support
Employee payroll administration and maintenance
Monthly Profit & Loss and Balance Sheet reports
Cash flow tracking and monitoring
Expense management and transaction review
Financial trend and profitability analysis
KPI reporting support
Monthly financial strategy review
Priority email support
Coordination through QuickBooks Online and QuickBooks Payroll (unless otherwise agreed)
What to Expect:
This package is intended for businesses with increasing operational activity that require organized financial management, consistent payroll administration, and more detailed financial insight. Services are structured to provide stronger financial visibility, operational support, and strategic guidance to assist with business growth and financial decision-making.
Additional Notes:
Setup and onboarding fees are separate from monthly service fees.
Cleanup, reconstruction, or catch-up bookkeeping services are billed separately if required.
Additional employees, accounts, transaction volume, or advisory services may result in adjusted pricing.
Existing platform transitions may require migration and reconciliation fees depending on complexity.
Tax Preparation included after 6 months of subscription