Join thousands of entrepreneurs who choose to scale their businesses with Juanita Bookkeeping Group. We understand that good bookkeeping practices are essential for tracking your financial health and making informed decisions.
That’s why we’ve designed transparent, effective bookkeeping packages to fit your specific needs—and your budget. Get started with one of our experts today and free up your time to focus on what you do best!
Plan 1: Bookkeeping Simple
$250 / Month
Perfect for Start-Ups & Solo Entrepreneurs
This plan is designed for the business owner who is comfortable handling their own daily invoicing but needs a professional touch to ensure their financial foundation is rock-solid. We take the heavy lifting off your plate by managing the monthly “scorecard” of your business.
What’s Included:
Transaction Categorization: We expertly sort every dollar spent and earned into the correct tax categories.
Bank & Credit Card Reconciliation: We ensure your software matches your bank statements to the penny.
Monthly Financial Statements: Receive a clear Profit & Loss and Balance Sheet so you know exactly where your money is going.
Email Support: Have a quick question? We are just an inbox away.
Plan Limits:
Transactions: Up to 50–100 monthly transactions.
Accounts: Up to 2 bank or credit card accounts.
Ideal For: Businesses with $5,000 – $50,000 in annual revenue or funding.
The Goal: You handle the sales; we handle the accuracy. By the time tax season rolls around, your books will be a “cakewalk” for your Tax Consultant.
Plan 2: Bookkeeping Basic
$450 / Month
Get your time back with personalized bookkeeping support.
This plan is the perfect “growth partner” for businesses that have moved beyond the startup phase and are maintaining steady momentum. If you find yourself spending more time on data entry than on your customers, it’s time to delegate. We provide the comprehensive oversight needed to protect your margins and reclaim your schedule.
What’s Included:
Full-Cycle Categorization: Comprehensive tracking of all business income and expenses.
Detailed Reconciliations: Accurate balancing of multiple accounts to ensure financial integrity.
Growth-Focused Reporting: Monthly Profit & Loss and Balance Sheets to track your upward trajectory.
Direct Communication: Personalized support to help you understand your numbers as you scale.
Plan Limits:
Transactions: Up to 400 monthly transactions.
Accounts: Up to 5 bank or credit card accounts.
Ideal For: Businesses with $50,000 – $100,000 in annual revenue or funding.
The Goal: Take your hands off the keyboard and put them back on the helm of your business. We provide the steady financial foundation you need to keep growing without the burnout.
Plan 3: Bookkeeping Plus
$650 / Month
Scale your business with dedicated bookkeeping expertise.
This plan is designed for high-growth businesses ready to optimize their financial operations and move beyond basic compliance. At this stage, your data should be doing more than just satisfying the tax man—it should be guiding your strategy. We provide the high-level oversight and granular detail required to manage a complex, thriving enterprise.
What’s Included:
Advanced Transaction Management: Expert handling of high-volume activity and complex vendor relationships.
Precision Reconciliation: Rigorous balancing of up to 5 accounts to ensure your cash flow is accurately reflected.
Strategic Financial Insights: Monthly Profit & Loss and Balance Sheets supplemented by deeper analysis to help you identify trends.
Priority Support: Dedicated access to your bookkeeper for strategic questions and financial clarity.
Plan Limits:
Transactions: Up to 500 monthly transactions.
Accounts: Up to 5 bank or credit card accounts.
Ideal For: Businesses with $100,000 – $500,000 in annual revenue or funding.
The Goal: Turn your bookkeeping from a back-office task into a competitive advantage. We handle the complexity of your growing scale so you can focus on reaching the next half-million in revenue.
Plan 4: Bookkeeping Expert
$850 / Month
For businesses looking to grow and thrive strategically.
This is our most comprehensive tier, designed for established businesses that require more than just “clean books.” At this level of revenue, you need deep financial insights and a proactive partnership to protect your bottom line. We provide high-capacity oversight to ensure your complex financial engine runs smoothly while you focus on market expansion.
What’s Included:
High-Volume Data Management: Precision processing for complex operations with extensive vendor and customer activity.
Comprehensive Reconciliations: Expert balancing of up to 5 accounts, ensuring total accuracy for high-capital environments.
Advanced Financial Intelligence: Detailed monthly Profit & Loss and Balance Sheets with custom insights to drive executive decision-making.
Strategic Advisory Support: Priority access for high-level consultations to help you navigate your business’s financial health.
Plan Limits:
Transactions: Up to 600 monthly transactions.
Accounts: Up to 5 bank or credit card accounts.
Ideal For: Established businesses with $600,000 – $1,000,000 in annual revenue or funding.
The Goal: To provide the financial clarity of a dedicated department at a fraction of the cost. We help you transform your data into a roadmap for reaching your next million.
Not Sure Which Plan Is Right For You? Every business is unique. If your needs fall outside these parameters, don’t hesitate to contact us. We are happy to tailor a custom solution just for you.
| Feature | Plan 1: Simple | Plan 2: Basic | Plan 3: Plus | Plan 4: Expert |
| Monthly Price | $250 | $450 | $650 | $850 |
| Best For | Startups & Solos | Steady Growth | Scaling Operations | Established Entities |
| Annual Revenue | $5k – $50k | $50k – $100k | $100k – $500k | $600k – $1M |
| Monthly Transactions | Up to 100 | Up to 400 | Up to 500 | Up to 600 |
| Bank/CC Accounts | Up to 2 | Up to 5 | Up to 5 | Up to 5 |
| Financial Reports | Monthly P&L | Monthly P&L + BS | Strategic Insights | Deep Intelligence |
| Support Level | Email Support | Priority Email | Dedicated Specialist | Strategic Advisory |
Recommended Software for These Plans
To ensure your books are always “Tax Consultant-Ready,” we recommend the following industry-leading tools. We can assist with the setup and migration for any of these options:
QuickBooks Online Simple Start: Best for Plan 1. It offers all the essential tools for a new business to stay organized without unnecessary complexity.
QuickBooks Online Essentials: Best for Plan 2. Includes advanced features like bill management and multi-user access, perfect for growing teams.
QuickBooks Online Plus: Best for Plans 3 & 4. This is the professional standard for scaling businesses, offering project profitability tracking and comprehensive reporting.
Specialized Services: Beyond the Core
While our monthly plans cover the essentials, we offer specialized add-ons to ensure your operations run smoothly and your records remain impeccable.
Managing Accounts Payable (AP) & Receivables (AR)
Add-on Service: $250 / Month
For businesses requiring dedicated, ongoing management of cash flow.
Managing the constant flow of money in and out of your business is a full-time job. Our AP and AR add-on is designed for established businesses that need to maintain healthy cash reserves and strong vendor relationships without the administrative headache. We act as your virtual back office, ensuring your capital is exactly where it needs to be.
What’s Included:
Accounts Payable (AP): We efficiently track what you owe, ensuring timely payments to vendors and helping you avoid costly late fees or service interruptions.
Accounts Receivable (AR): We proactively manage the money owed to you, streamlining your invoicing process and follow-ups to optimize your liquid cash flow.
The Goal: To give you total peace of mind regarding your bank balance. We handle the paperwork and tracking so you always have a clear picture of your net aging and available capital.
One-Time Bookkeeping Clean-Up Service
Price: Custom Quote Facing a backlog? Panicked about tax season or an upcoming audit? Our Clean-Up service is your one-time solution to get your books in pristine order. We will:
Review and reconcile all accounts for absolute accuracy.
Verify proper recording and categorization of all transactions.
Catch up on months (or years) of neglected bookkeeping.
Prepare your books for tax filing, audits, or funding applications.
Whether you need a monthly partner or a one-time clean-up, Juanita Bookkeeping Group is here to help you get back on track.