Monthly Packages
Bronze – Starting at $600Per Month
Great for Small Start-Ups!
*One-time fee of $250.00 for new software setup (if needed).
>Entry and categorization of income & expenses into Quickbooks Online
Up to 100 total transactions per month*
>Bank account/credit card/loan reconciliation (up to 4 accounts total)**
>Monthly or quarterly financial statements
Services provided monthly or quarterly
Client pays any accounting software subscription fees
Silver – Starting at $800Per Month
Great for Small Businesses!
- *Plus one-time fee of $250.00 for new software setup (if needed).
- Entry and categorization of income & expenses into Quickbooks Online
- Up to 250 total transactions per month*
- Bank account/credit card/loan reconciliation (up to 6 accounts total)**
- State sales tax filing
- Monthly financial statements
- Month-end adjusting entries & closing
- Year end preparation for tax filing (package provided to tax preparer)
- Client pays any accounting software subscription fees
- Includes payroll for up to 5 employees (additional can be added – see payroll section below)
Gold – Starting at $1,250.00 Per Month
Great for Growing Businesses!
- *Plus one-time fee of $250.00 for new software setup (if needed).
- Entry and categorization of income & expenses into Quickbooks Online
- Up to 500 total transactions per month*
- Bank account/credit card/loan reconciliation (up to 10 accounts total)**
- State sales tax filing
- Fixed asset tracking
- Monthly financial statements
- Month-end adjusting entries & closing
- Quarterly review with tax preparer for tax planning
- Year end preparation for tax filing (package provided to tax preparer)
- Client pays any accounting software subscription fees
- Includes payroll for up to 10 employees (additional can be added – see payroll section below)
Additional Options:
Payroll Processing – Starting at $50.00 Per Month
You may add payroll processing to any package or use it as a stand-alone service.
Pricing tiers (regardless of frequency):
1-5 Employees – $50.00 per month
Add employees in blocks of 5 for $25.00 per block
Includes all payroll tax payments and reporting, as well as year-end W2 processing
Important Note: I work with Gusto or Patriot Payroll and all payroll taxes are collected from your account each time a pay run is processed.
Notes:
*Allowed number of bank accounts can include any combination of checking, savings, loans, and credit card accounts.
**Allowed number of transactions includes payments issued, invoices generated, and payments received.