Monthly Bookkeeping Services
Core: Starting at
$349/month
when you prepay 12 months, or
$369/month with monthly billing.
- Monthly close and reconciliation
- Up to 4 bank/credit card accounts
- Up to 2 loan accounts
- Cash-basis financial statements (balance sheet, profit & loss)
- Transaction categorization and analysis
- Standard chart of accounts
- Monthly advisor call for updates and insight
- Annual tax return preparation and filing (Schedule C, Schedule E, S-Corp with up to 2 shareholders, Partnership with 2 partners). Does not include shareholder or partners individual tax returns. Related individual returns can be added for an additional fee.
Growth: Starting at
$549/month when you prepay 12 months, or
$569/month with monthly billing.
- Everything in Core package
- Cash or accrual accounting
- Up to 8 bank/credit card accounts
- Up to 4 loan accounts
- Custom chart of accounts
- Sales tax return preparation and filing
- C-Corp tax return preparation and filing, S-Corp with up to 4 shareholders, Partnership with up to 4 partners). Does not include shareholder or partners individual tax returns. Related individual returns can be added for an additional fee.
Ultimate: Starting at
$949/month when you prepay 12 months, or
$969/month with monthly billing.
- Everything in Growth package
- Additional bank/credit card accounts
- Additional loan accounts
- Asset and depreciation tracking
- Custom KPI dashboard updated monthly