Monthly
Starting at $300 a month
Transaction Categorization for Income and Expenses
Bank and Credit Card Reconciliations
Sales Tax Tracking and Filing Support
Monthly Financial Reports like Profit and Loss
Ongoing Support for Questions and Clarity
Add Ons
1099s
Accounts Payable
Accounts Receivable
- Custom Reports
Backlog
50% off
Bulk Rate
Months or Years Behind
Reconcile Every Past Month
- No Monthly Commitment Needed
Setup
Starting at $500
Software Selection
Set Up the Account
Link Bank Accounts
Set Up Charts of Accounts
Owner Training
In House
On Site Review
Written Estimate
Engagement Letter
Scheduled Project Dates
Rates
The tiers above represent common starting points.
Rates are based on the number of accounts, transaction volume, and overall complexity.
The final price will be provided in writing and will include a detailed list of all included services.
Clear Process
Simple Steps with Direct Communication
Meticulous Work
Clean General Ledger and Accurate Classifications
Finished Outcome
It’s Not Done Until it’s Reconciled
