10% discount on all plans for clients who sign-up for auto pay.
Start Up – Management of up to 2 accounts (such as bank, credit card or PayPal) Up to 300 transactions $375/month * One-time setup fee of $150
Entrepreneur – Management of up to 3 accounts (such as bank, credit card or PayPal) Up to 500 transactions $575/month * One-time setup fee of $150
Developed – Management of up to 4 accounts (such as bank, credit card or PayPal) Up to 700 transactions $775/month * One-time setup fee of $150
After a consultation, we personalize these bookkeeping package prices to your business needs with the additional services listed below.
Sometimes clients require extensive catch-up and clean-up work on their books. We work with you on providing an accurate quote for these services. Every business runs differently and after a consultation we are able to finalize pricing for our clients.
Monthly Bookkeeping Services Include:
- Accounts payable (entry, bill paying)
- Accounts receivable (entry, invoicing, deposits, collection)
- Sales tax processing
- Bank reconciliations (checking and credit card and merchant accounts)
- Financial statement preparation
- Other financial reporting (summarizing income, expenses and net worth)
- Processing of data and expense management by our staff
- Secure document upload on our client portal
- Annual review and report preparation for your Tax Advisor
Contact us for these additional bookkeeping services:
- Catch-up and clean-up on your books
- Cash flow management and reports
- Inventory Data Management
- Tracking multiple revenue streams
- Tracking reimbursements to clients or employees
- Accounting for loans, leases or lines of credit
- Managing accounts payable vendors
- Services unique to your business needs
In addition to our monthly pricing plans, we offer one-time clean-up/catch-up for a flat fee of $799 per year (some restrictions apply) with deposit of $350.
Call us today at 972-464-6379 to learn more or request a consultation online now.