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We offer multiple bookkeeping service packages tailored to suit every business' unique needs. We utilize a cutting-edge industry pricing model called "Flat Fee Pricing", this enables you as a business owner to know exactly what your budget will look like each month so that you can plan ahead and there are no end-of-month surprises, a win-win for all. We like to re-evaluate your package quarterly to ensure you are getting exactly what you need and not paying for things that don't make sense (especially helpful for our cyclical-sales farmers!). If you have any further questions or would like to design a custom package please contact us today!

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Historical Clean-Up services & Consultation services are billed separately at our hourly rate.

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We are also pleased to offer a 10% discount to any clients paying for 12 months of service.

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Additionally, we have a NEW referral system in place for clients (an. Contact us for more information!

SERVICE PACKAGES

Fern Plant

STANDARD

Surfer

PREMIER

Ideal for Growing Businesses

  • Tier 1: Under 150 Transactions/Month Total

  • Tier 2: Under 350 Transactions/Month Total

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Includes:

  • Monthly Account Reconciliation

  • Expense Categorization and Review

  • Basic Profit & Loss/Balance Sheet Reporting

  • Basic Statement of Cash Flows Reporting

  • Basic A/R and A/P Reporting

  • End-of-Year File For Your Tax Professional

Created For Those Looking For Something Extra

  • Tier 1: Under 350 Transactions/Month Total

  • Tier 2: Under 500 Transactions/Month Total

 

Includes:

  • Monthly Account Reconciliation

  • Bill Pay (A/P Management)

  • Invoicing (A/R Management)

  • Payroll For Up To 5 Employees

  • Profit & Loss/Balance Sheet Reporting

  • Statement of Cash Flows Reporting

  • A/R and A/P Aging and Reporting

  • Customizable Monthly Reports

  • End-of-Year File For Your Tax Professional

Palm Trees

PREMIER PLUS

Ideal For Businesses Looking For a Hands-Off Future/ Royal Treatment

  • Unlimited Accounts/Feeds

  • Unlimited Transactions Per Month

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  • QuickBooks Subscription INCLUDED

  • Weekly Account Reconciliation

  • Unlimited Payroll

  • Bill Pay (A/P Management)

  • Invoicing (A/R Management)

  • Sales Tax Management

  • Advanced Financial Reporting

  • Annual Budget Reporting & Analysis

  • General Ledger Maintenance

  • End-of-Year File For Your Tax Professional

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Fully Customizable Package

Desert

STARTER

Mountains in Clouds

SIDE HUSTLER

Perfect For Individuals and New Small Businesses

  • Up to 50 transactions/month

 

Includes:

  • Monthly Account Reconciliation

  • Expense Categorization and Review

  • Basic Profit & Loss/Balance Sheet Reporting

  • Basic Statement of Cash Flows Reporting

  • Basic A/R and A/P Reporting

  • End-of-Year File For Your Tax Professional

 

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Great For Schedule-C & Pass-Through Filers

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  • Under 100 Transactions per Quarter

 

Includes:

  • Quarterly Reconciliation

  • Custom Management-Use Reports

  • End-of-Year File For Your Tax Professional 

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