ala carte bookkeeping services

We offer different packages depending on the size of your business, your needs, and your budget. We understand that small businesses are tight on cash and need to watch their expenses, so our Starter Package gives you what you absolutely need to ensure you have accurate financials.

As you are growing, you will need more information to make smart business decisions and strategies to save money on your taxes. For growing businesses, our Standard & Elite Packages provide advisory services that fill these needs, eliminate stress, and save you time.

Additional Bookkeeping Services:  Add additional services to your bookkeeping packages in order to create the ideal solution for your business. We are here to help make your life and your business easier to run, and give you the information you need to see your business succeed.

  • Pre-Year End Tax Planning Review
  • Sales Tax Management
  • Receipt Bank & Receipt Posting
  • Entering and/or Paying Bills (Vendor Management)
  • Budgets and Forecasts
  • In-Depth Cash Flow Management
  • Financial Analysis
*We currently are not accepting non-profit, trust, or estate clients – only sole proprietors, LLCs, home associations, S-Corps, Corporations.

Our Services

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    ° ° ° Accounting & Bookkeeping Packages ° ° °

    Side by Side Comparison

    *All of these packages are priced based on Company Revenue and Sales.

    **More information on Elite Package.

    Services Included




    Bank & Credit Card Transaction PostingMONTHLYMONTHLYWEEKLY
    Bank & Credit Card Reconciliations
    Personal Expert Quickbooks ProAdvisor Bookkeeper
    Monthly CPA Review of Accounts
    Cloud based Accounting, Virtual Meetings, Streamlined Experience
    Quickbooks Online Setup
    Onboarding & Basic Staff Training
    Custom Reporting
    1099 Management
    Monthly Basic Financial ReportsN/AN/A
    Financial Packet including Financial KPI’s & Executive Summary by CPAQUARTERLYMONTHLYMONTHLY
    Annual Tax Strategy Review with Client before Year End
    Year Round Tax Strategy & Planning
    Yearly Quickbooks Budget
    Sales Tax Management
    Payroll Administration Support
    In-Depth Financial Analysis ReportQUARTERLYMONTHLY
    Optional Virtual Meeting with CPA to Review FinancialsQUARTERLYMONTHLY
    Dext (mobile receipt documentation) & Posting by Bookkeeper
    Float Advanced Cash Flow Forecasting
    Futrli In-Depth Year Round Budgeting, Forecasting, & Planning with Unlimited Scenarios
    Business Plan Development
    Internal Control Review, Development & Yearly Audit
    External Accounting Department
    Bill Pay & Invoice Management
    Customized Accounting Services Based on Client Needs

    Quickbooks Online is our preferred software for our small business clients.

    ° ° ° Accounting & Bookkeeping Packages ° ° °

    Pricing Plans

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    No pressure, no strings.