Services & Price Packages
Professional Support Taylor Made For You
Our services are designed to support the level of growth you’re in — established business, aspiring start-up, or non-profit. Every stage of growth deserves accurate, uncomplicated support that eliminates the stress of bookkeeping, allowing you to concentrate your energy on what matters most to you.
Bookkeeping Services
Ongoing Bookkeeping Services
Keep your financials up to date and tax-ready with accurate monthly and weekly bookkeeping. Our expert services ensure timely reconciliations, expense tracking, and reporting so you always have a clear view of your financial health.
- Daily transaction entry
- Bank and credit card reconciliations
- Account payable & receivable tracking
- Transaction recording
- Basic instructions for cooperative QBO use
Financial Reporting & Insights
We understand that reports can be confusing, that’s why we help you understand your numbers so you can make confident decisions. No business is identical, so we’ll customize reports to fit your needs — whether that’s weekly, monthly, or quarterly, you’ll have the information when you need it.
- Profit & Loss Statements
- Balance Sheets
- Cash Flow Reports
- Customized information Reports
- Process Optimization
Catch Up & Clean Up
Behind on your books? We’ll get your financials back on track quickly and accurately, no matter how overdue.
- Organize month (or years) of past transactions: categorization, error correction, chart of account optimization.
- Reconcile books with statements
- Prepare clean, tax-ready financial records
Tax Preparation Support
Although we don’t file your taxes, we ensure your books are perfectly organized for your tax professional, saving you time, money, and stress.
- Year-end reconciliations
- Detailed transaction records
- Organized, tax-ready financial statements
- Sales Tax & 1099s
Owning a business is NOT about working your ass off for the sake of trying to squeeze out a living. It is NOT about making tons of money at the expense of losing tons of life. It IS about maximizing life, bettering your life and the lives of others, which, not so ironically, fattens your purse.
Pricing Packages
Services and rates are customized to fit the specific needs of your business. Since bookkeeping needs vary by company, these packages are designed to provide a starting place for our consultation and a concept of where growth will take you. We want you to feel confident and clear as we begin our partnership. Here are three primary factors that impact pricing:
1. NUMBER OF ACCOUNTS: How many bank accounts and credit cards do you use? This also includes payment processing accounts, like Stripe or Square.
2. NUMBER OF TRANSACTIONS: How many bank and credit card transactions does your business usually have in a given month: purchases, deposits, transfers.
3. MONTHLY EXPENSES: What are your average monthly expenses? How much does your business usually spend on inventory, services, and payments?
Contact us for your free consultation and a customized quote.
Starter
Ideal for organizations that just need the basics.
$250 – $500
/month
✓
1 checking/ 1 savings account
✓
Up to 2 credit card or loan accounts
✓
1 Merchant service account (Square, Paypal, etc)
✓
Up to 100 transactions per month
✓
Quarterly check-ins and reports
Growth
Ideal for organizations that are looking for larger growth.
$500 – $1,250
/month
✓
Up to 3 checking/savings accounts
✓
Up to 6 credit cards or loan accounts
✓
Up to 2 merchant service accounts (Square, Paypal, etc.)
✓
Up to 300 transactions per month
✓
Monthly check-ins and reports
Expansion
Ideal for organization that have expanded their business model.
$1250 – $2,500
/month
✓
Up to 7 checking/savings accounts
✓
Up to 10 credit card or loan accounts
✓
Up to 3 merchant service accounts (Square, Paypal, etc.)
✓
Up to 500 transactions per month
✓
Sales tax filing (quarterly or yearly, based on your schedule
✓
Inventory tracking and management
✓
Bi-weekly check-ins and reports
Profit First
Ideal for organizations that follow Profit First bookkeeping principles.
$400 – $1,200
/month
✓
5 checking/savings account (Income, Profit, Owners Compensation, Taxes)
✓
Up to 4 credit card or loan accounts
✓
2 merchant service account (Square, Paypal, etc)
✓
Up to 200 transactions per month
✓
Monthly check-ins and reports
Clean Up/Catch Up
Ideal for organizations who are behind on their bookkeeping and/or need to catch errors.
Pricing varies based on:
✓
Number of months behind
✓
Average monthly transaction volume
✓
Amount of transactions that need to be entered & reviewed
A custom quote will be provided after initial review of your books. Discounts available with the combination of monthly bookkeeping service contract.
QuickBooks Setup
Ideal for organizations who are setting up with QuickBooks for the first time.
Starting at
$500
✓
QuickBooks subscription set up
✓
Customize company settings
✓
Chart of Accounts set up
✓
bank and credit card account integration
✓
Customized invoice templates
✓
Basic instruction on using mobile app
Optional Add-Ons
These additional services can be added to any package.
✓
Accounts Payable: Maintain vendor records, enter bills into QuickBooks, prepare checks for business billpay and prepare the 1099 Misc form for year-end taxes. Pricing based on transaction volume.
✓
Accounts Receivable: Maintain customer records, prepare invoices and statements as needed. Pricing based upon transaction volume.
✓
Remote Training: Start up companies only, personalized one-on-one training via Zoom with screen sharing for a fully interactive experience. Pricing starts at $100/hour
✓
On-Site Option: Prefer in-person support/training? I can come to your office. Pricing for local (40 mile radius) is an additional $75 travel fee. Farther distances, pricing will vary on travel costs.
Coming Soon!
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Payroll Setup: Starting at $150 + $10 per employee/vendor.
✓
Payroll: On-going payroll includes payroll process, tax deposits, federal and state quarterly reports filing, federal and state annual report filing, and distribution and filing of W-2 forms. Pricing starting at $100/month + $10 per employee.
Get started today, get in touch!
For a free consultation, contact us today.
Location
PO Box 2143
Taylor, AZ 85939
Get in Touch
Phone: 928-242-0088
Email: [email protected]