Basic
-
This term gives you the best pricing for a locked in term.
-
The Basic Service provides bookkeeping specifically designed for startups and newly established businesses, with solutions adapted to their particular requirements. Under this offering we handle accounts payable and accounts receivable, perform bank reconciliations, and prepare monthly financial reports — all for up to 40 transactions per month.
By maintaining accurate, up-to-date records and delivering regular financial statements, this service helps business owners monitor cash flow, make informed decisions, and focus on core operations. The package is built to be flexible: as a company’s transaction volume and reporting needs increase, the service can be scaled and upgraded so the bookkeeping support grows along with the business.
Intermediate
-
Service duration to be determined based on your needs. This service could lock in your pricing for up to 2 years.
-
The Intermediate Service provides bookkeeping specifically designed for established businesses, with solutions adapted to their particular requirements. Under this offering, we handle accounts payable and accounts receivable, payroll, bank reconciliations, and the preparation of monthly financial reports — all billed based on the time required to meet your full-charge bookkeeping needs. By maintaining accurate, up-to-date records and delivering regular financial statements, this service helps business owners monitor cash flow, make informed decisions, and focus on core operations. This is based on an hourly rate.
Advanced
-
This service provides a duration based on client needs and contractual agreement.
-
This offering includes the Intermediate service level, plus optional add-on services that will be quoted separately according to your specific needs. Additional services can include: extra hours required to complete tasks, hands‑on or remote software training, year‑end printing of W‑2s and 1099s, and printing any other tax or year‑end forms generated by your software that are necessary to close out the year. Each add‑on will be priced individually based on the scope, time, and complexity involved; we will provide a customized estimate once your exact requirements are reviewed.