Starting at $950/Month
Designed for growing businesses that require more advanced financial organization, payroll administration, and ongoing operational support.
Package Includes:
Monthly bookkeeping services
Reconciliation of up to 4 Business bank and/or credit card accounts
Payroll processing for up to 6 employees
Payroll tax filing support
Employee onboarding and payroll maintenance
Monthly Profit & Loss and Balance Sheet reports
Expense categorization and transaction review
Cash flow monitoring
Monthly financial review support
Basic KPI and profitability reporting
Email support for bookkeeping and payroll-related matters
Coordination through QuickBooks Online and QuickBooks Payroll (unless otherwise agreed)
Includes business tax preparation ONLY after 12 consecutive months
What to Expect:
This package is ideal for businesses experiencing growth and requiring consistent financial oversight, organized reporting, and reliable payroll support. Services are designed to help maintain compliance, improve financial visibility, and support day-to-day business operations with greater efficiency.
Additional Notes:
Setup and onboarding fees are separate from monthly service fees.
Cleanup or catch-up bookkeeping services are billed separately if required.
Pricing may increase depending on transaction volume, payroll complexity, or additional service requests.
Clients using existing bookkeeping or payroll platforms may avoid certain setup fees depending on current system structure and condition.
Starting at $950/Month
Designed for growing businesses that require more advanced financial organization, payroll administration, and ongoing operational support.
Package Includes:
Monthly bookkeeping services
Reconciliation of up to 4 Business bank and/or credit card accounts
Payroll processing for up to 6 employees
Payroll tax filing support
Employee onboarding and payroll maintenance
Monthly Profit & Loss and Balance Sheet reports
Expense categorization and transaction review
Cash flow monitoring
Monthly financial review support
Basic KPI and profitability reporting
Email support for bookkeeping and payroll-related matters
Coordination through QuickBooks Online and QuickBooks Payroll (unless otherwise agreed)
Includes business tax preparation ONLY after 12 consecutive months
What to Expect:
This package is ideal for businesses experiencing growth and requiring consistent financial oversight, organized reporting, and reliable payroll support. Services are designed to help maintain compliance, improve financial visibility, and support day-to-day business operations with greater efficiency.
Additional Notes:
Setup and onboarding fees are separate from monthly service fees.
Cleanup or catch-up bookkeeping services are billed separately if required.
Pricing may increase depending on transaction volume, payroll complexity, or additional service requests.
Clients using existing bookkeeping or payroll platforms may avoid certain setup fees depending on current system structure and condition.