Professional Bookkeeping with a Local Touch
Tax Essentials Package
Perfect for small or home-based businesses that need the basics done right.
Starting at: $250/month
Includes:
- Monthly bookkeeping (up to 2 accounts)
- Bank and credit card reconciliation
- Monthly Profit & Loss + Balance Sheet reports
- Email support
- Year-end summary report for your tax preparer
Ideal for:
Sole proprietors, small local businesses, and service professionals who want accurate books without the extras.
The Growth Package
Perfect for small or home-based businesses that need the basics done right.
Starting at: $450/month
Includes:
- Monthly bookkeeping (up to 2 accounts)
- Bank and credit card reconciliation
- Monthly Profit & Loss + Balance Sheet reports
- Email support
- Year-end summary report for your tax preparer
Ideal for:
Sole proprietors, small local businesses, and service professionals who want accurate books without the extras.
The Premier Package
Your complete bookkeeping solution — ideal for established businesses that need full oversight.
Starting at: $750/month
Includes Everything in Growth, plus:
- Payroll setup and processing (up to 10 employees)
- Expense classification and vendor management
- Job costing and project profitability tracking
- Quarterly strategy review meetings
- Priority onboarding + dedicated account manager
Ideal for:
Businesses seeking a trusted partner for comprehensive, ongoing financial management and strategic insight.
Notes & Terms
- Prices reflect average service levels for small businesses; final quotes are based on business size, transaction volume, and complexity.
- All packages include secure cloud access, monthly reporting, and confidential client communication.
- Optional quarterly or annual prepayment discounts available.
Add-On Services
These can be added to any package:
- Payroll Setup (one-time): $200
- Historical Cleanup / Catch-up Books: Starting at $75/hr
- QuickBooks Setup or Training: $150 flat fee
- 1099 Preparation: $10 per form