Starting at $650/Month
Designed for small businesses seeking organized financial management, payroll support, and ongoing compliance assistance.
Monthly bookkeeping services
Reconciliation of up to 2 bank and/or credit card accounts
Payroll processing for up to 3 employees
Payroll tax filing support
Employee payroll management and maintenance
Monthly Profit & Loss and Balance Sheet reports
Expense categorization and transaction review
Basic financial reporting and account monitoring
Email support for bookkeeping and payroll-related questions
Coordination through QuickBooks Online and QuickBooks Payroll (unless otherwise agreed)
DOES NOT include business tax preparation
This package is ideal for businesses that need reliable financial organization, accurate payroll processing, and monthly reporting to maintain compliance and better understand their financial position. Services are structured to help business owners stay organized, monitor cash flow, and maintain accurate records throughout the year.
Setup and onboarding fees are separate from monthly service fees.
Cleanup or catch-up bookkeeping services are billed separately if required.
Additional bank accounts, employees, payroll frequency, or transaction volume may result in adjusted pricing.
Clients using existing bookkeeping or payroll platforms may avoid certain setup fees depending on the condition and structure of current records.
Tax Preparation id not included in the package
Starting at $650/Month
Designed for small businesses seeking organized financial management, payroll support, and ongoing compliance assistance.
Monthly bookkeeping services
Reconciliation of up to 2 bank and/or credit card accounts
Payroll processing for up to 3 employees
Payroll tax filing support
Employee payroll management and maintenance
Monthly Profit & Loss and Balance Sheet reports
Expense categorization and transaction review
Basic financial reporting and account monitoring
Email support for bookkeeping and payroll-related questions
Coordination through QuickBooks Online and QuickBooks Payroll (unless otherwise agreed)
DOES NOT include business tax preparation
This package is ideal for businesses that need reliable financial organization, accurate payroll processing, and monthly reporting to maintain compliance and better understand their financial position. Services are structured to help business owners stay organized, monitor cash flow, and maintain accurate records throughout the year.
Setup and onboarding fees are separate from monthly service fees.
Cleanup or catch-up bookkeeping services are billed separately if required.
Additional bank accounts, employees, payroll frequency, or transaction volume may result in adjusted pricing.
Clients using existing bookkeeping or payroll platforms may avoid certain setup fees depending on the condition and structure of current records.
Tax Preparation id not included in the package