Bookkeeping Packages
Our bookkeeping packages are designed to keep your books organized, accurate, and tax ready—all inside QuickBooks Online. Every plan includes consistent month-end bookkeeping, clean financial reporting, and direct support so you always know where your numbers stand. Choose the support level that matches your transaction volume and how hands-on you want to be.
Bookkeeping Basic - $250/month
Best for: low-volume businesses and service providers who want clean monthly bookkeeping and reliable reporting.
Includes:
-Review of transaction coding & categorization
-Monthly reconciliation of up to 4 accounts
-Up to 100 transactions/month
-Monthly reports: Profit & Loss + Balance Sheet
-Chart of Accounts setup & ongoing management
-Support via email/text
Bookkeeping Plus — $550/month
Best for: growing businesses that need more volume capacity and tighter month-end clarity.
Everything in Basic, plus:
-Monthly reconciliation of up to 8 accounts
-Up to 300 transactions/month
-Enhanced month-end review to catch uncategorized transactions and keep reporting accurate
-Review of key balance sheet accounts (not just bank/credit card)
-Support via email/text/phone
Bookkeeping Premium — $750/month (Best Value)
Best for: owners who want end-to-end bookkeeping, organized records, and a monthly meeting to stay on top of their finances.
Everything in Plus, plus:
-Source document management (receipt/invoice collection + attachment to transactions)
- Payroll processing (up to 5 employees)
- 1099-NEC prep and filing via QuickBooks (up to 10 1099's)
-Monthly Google Meet review (financials + Q&A + next steps)
-Priority support via text/phone/email
-Up to 500+ transactions/month
QuickBooks Cleanup
If your books are messy or months behind, we’ll get everything brought up to date—reconciled, categorized, and ready for your CPA. Get a free cleanup quote based on how far behind you are and your monthly transaction volume.