Monthly Bookkeeping Services

Ready to take bookkeeping off your to-do list?

We love having it on ours!

Monthly bookkeeping services

are ideal for the business that needs a hand

or

that requires full business management support with their daily financial activities.

 


 

Foundation


Let’s build a strong financial foundation together!

Includes:

  After-the-fact bookkeeping for up to 1 bank and 1 credit card account

  Importing transactions within Bank Feeds Center

  Applying customer payments

   Monthly reconciliations

   Monthly financial reports

   Email support

Starting at $300 per month

Efficiency


Build on the foundation and increase efficiency with help in all areas of your business.

Includes:

  After-the-fact bookkeeping for up to 2 bank and 2 credit card accounts

  Importing transactions within Bank Feeds Center

  Bill payment management (up to 50 transactions) or Invoice management (up to 100 transactions)

  Applying customer payments

  Monthly reconciliations

  Monthly financial reports

  As-needed monthly video meeting to review reports and issues

  Email Support

Starting at  $625 per month

Growth


Ready to take your business to the next level?

Includes:

  After-the-fact bookkeeping for up to 2 bank and 2 credit card accounts

  Importing transactions within Bank Feeds Center

  Bill payment management (up to 50 transactions) or Invoice management (up to 100 transactions) 

  Applying customer payments

  Monthly reconciliations

  Monthly financial reports

  As-needed monthly video meeting to review reports and issues

 Two 30-minute Business Planning Sessions with Certified LivePlan expert

  Email Support

 

Starting at $1,035 per month

Add-ons


Customized pricing

Add-on services include:

  Payroll

  Collections

  1099 Filing at year-end

  Budgeting and Forecasting

  Project accounting

   Job costing

   Systems and Workflow consulting

 

Know something’s not right, but aren’t sure exactly what’s going on or how to fix it? Try our QuickBooks File Review Services today!

Our most popular add-ons!

Accounts Payable

Management of vendor bills, and scheduling and posting payments.

Up to 50 transactions per month.

Accounts Receivables

Management of customer invoices as well as overseeing and posting payments.

Up to 100 transactions per month.

Payroll

You submit employee hours and leave the rest up to us!

If you’re ready to have up-to-date books and financials year-round as well as the guidance and tools to make sure your business runs smoothly and cost-effectively, contact us to schedule your free Discovery Call today!

Learn more about the story behind my services here!

Be sure to stop by the Q+A page for answers to frequently asked questions.