Bookkeeping Packages

Starter
300+

Bronze
375+

Silver
475+

Gold
550+

Platinum
675+

Premium
775+
Revenue + Expense Reconciliation
Up to 25 transactions/month
 ✔
Revenue + Expense Reconciliation
Up to 100 transactions/month
 ✔ ✔ ✔ ✔ ✔
Payroll and Workers Comp Management ✔ ✔ ✔ ✔
Bill Pay ✔ ✔ ✔
Monthly Invoicing ✔ ✔
Accounts Receivable Monitoring ✔
Monthly Financial Statements ✔ ✔ ✔ ✔ ✔ ✔
Email Support
24 hour response time
 ✔ ✔ ✔ ✔ ✔ ✔
Please contact us for your personalized package pricing

Bookkeeping Coaching

Tune Up
250/hr
review

Set Up
275/hr
most popular

Step Up
300/hr
deep dive
Review operations
  • Chart of accounts
  • Transaction and categories
  • Reconciliation
✔
Get Started with Accounting Software ✔ ✔
Set up Chart of Accounts
Link your business accounts and 3rd party add-ons
 ✔ ✔
Coaching through Accepting Transactions ✔ ✔
Coaching through Account Reconciliation ✔ ✔
Coaching through Resolving Recurring Issues ✔ ✔ ✔
Payroll and Benefits Recommendations ✔
Follow-up at hourly rate ✔
Follow-up 15 min call ✔
Follow-up 30 min call ✔
Email Support
Up to 6 months after initial setup
 ✔
Please contact us for your personalized coaching pricing
 
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