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Startups/Freelancers
Bookkeeping - Solopreneur Package
125
Every month
+$125 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Startups or freelancers with fewer than 25 monthly transactions.
Categorization and reconciliation of 1 account (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
• Monthly financial reports
(Profit & Loss, Balance Sheet)
• Quarterly financial reviews
• Portal Support
• Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
• Additional Accounts:
$75/month for each additional
• Tax Preparation: LLCs: $550
Startups/Freelancers
Bookkeeping - Game-Changer Package
300
Every month
+$300 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Small businesses or solo entrepreneurs with 26–75 monthly transactions
Categorization and reconciliation of up to 2 accounts (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
• Monthly financial reports
(Profit & Loss, Balance Sheet)
• Quarterly financial reviews
• Portal Support
• Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons
• Payroll: $150/month for up to 3 employees
• Additional Accounts
$75/month for each additional
• Tax Preparation: LLCs: $550
S-Corps: $1,100
C-Corps: Consultation required
Startups/Freelancers
Bookkeeping - Silver Package
600
Every month
+$600 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Small businesses with 76–150 monthly transactions.
Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
• Monthly financial reports with performance analysis
• Budget tracking and cash flow assistance
• Quarterly financial reviews
• Portal Support
• Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
Payroll: $150/month for up to 3 employees
• Additional Accounts
$75/month for each additional
• Tax Preparation: LLCs: $550
S-Corps: $1,100
C-Corps: Consultation required
Startups/Freelancers
Bookkeeping - Gold Package
850
Every month
+$850 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Medium-sized businesses with 151–250 monthly transactions
Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
• Comprehensive monthly financial reports
with detailed insights
• Budget creation and variance tracking
• Accounts payable and receivable tracking
• Quarterly financial reviews
• Portal Support
• Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons
• Payroll: $150/month for up to 3 employees
• Additional Accounts
$75/month for each additional
• Tax Preparation: LLCs: $750
S-Corps: $1,500 & up
C-Corps: Consultation required
Select Your Bookkeeping Package
Find one that works for you