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Bookkeeping Pricing

SMALL BUSINESS PRICING

Small Business
Small Business Pro
Small Business Advance
Price
Starting at $549/month
Starting at $799/month
Starting at $1,024/month
Client size
Up to 200 Monthly Transactions
Up to 300 Monthly Transactions
Over 400 Monthly Transactions
Service Level
Monthly
Semi-Monthly
Weekly
Onbording
1 -2 Week
3-4 Week
 3-4 Week
Balance Sheet Profit & Loss 
Yes
Yes
Yes
Business Income Tax Returns 
Yes
Yes
Yes
Individual Tax Return
Yes
Yes
Yes
Monthly Scheduled Meetings 
No
30 Minutes
45 Minutes
Small Business
Small Business Pro
Small Business Advance
Chart of Accounts
Industry Standard Template
Industry Standard Template
Custom
Departments and Classes
No
Yes
Yes
Consolidations
No
No
Yes
Inventory
No
Yes
Yes
Online Support
Limited
Unlimited
Unlimited
Dedicated Bookkeeper and Account Manager
No
Yes
Yes
Qualitative Trend Analysis & Advice
No
No
Yes
Multiple Currencies
No
No
Yes
Reimbursement/check volume
?10
High
Unlimited
Supported Accounting Software
Xero,QuickBooks Online
Xero, QuickBooks Online
Xero, QuickBooks Online
Pay Period Requirements
2/Month
2/Month
Unlimited
Custom Reporting
No
No
Yes
Supported Banks, Credit Cards
Limted
Limited
Most
Revenue Collection System
Limited
Limited
Unlimited
HR Best Practices
Limited
Limited
Yes

SERVICES NOT INCLUDED:

  • Business Tax Return Means One Business Return all other will be quote separated
  • Individual Tax Return Means One Form 1040
  • State Business Tax Return means one State, all other will be charge at $300.00 each
  • Back work billed separated
  • Does not include software subscription and banking fees

ADDITIONAL ENGAGEMENTS

  • Payroll Service
  • Invoicing Customers
  • Tax Planning/Projections/Strategy
  • Business Advisory Services
  • Prior Period Catch-up or Clean-up
  • 1099 service
  • QuickBooks Conversions or Setup
  • Custom reporting
  • Ad Hoc or Special Projects
  • Other business returns (i.e., sales tax)
  • Human Resources
  • Tax Planning

WHAT DOES A BOOKKEEPER DO?

Our bookkeepers will help your business have accurate, up-to-date financial statements that you can use to manage your business' growth and cash flow.

Our account managers have an average of 11 years of experience, and are experts on helping young, funded businesses with their bookkeeping. But that experience helps our team go beyond simple, outsourced bookkeeping, and offer financial advice and due diligence help that other accounting firms can not match.

RECORDING FINANCIAL TRANSACTIONS

When revenue or expenses happen, it's your bookkeeper's job to record these into your company's accounting system. This probably involves categorizing the "transaction" in a way that makes sense, say a payment to your payroll provider as a payroll expense.

We can quickly and accurately record the vast majority of your company's transactions without you having to do anything.

Business moves quickly, and you need an experienced bookkeeper or accountant to review your books and financial records to make sure your books are accurate.

Our team is trained to look for specific errors based on your company's stage.

REVENUE RECOGNITION

Correct accounting relies on more than just data feeds, and our team knows the questions to ask our CEOs for the information needed to produce GAAP revenue.

Incorrect revenue recognition is one of the biggest reasons businesses switch to us as their bookkeeper, especially the online bookkeepers with questionable accounting experience that claim to do everything with "automation" - which is really a code word for the business owners having to code everything correctly.

RECONCILING ACCOUNTS

Businesses need to have accurate books. Reconciliation is an important step in bookkeeping. This is when your bookkeeper makes sure that the different records balance, and that the money leaving an account (like your company's bank account) matches the actual money spent.

MANAGING BILL PAY

Businesses need to carefully manage their burn, and best in class bill pay helps give founders the controls they need to preserve cash.

Our clients use bill.com, which is a leading provider of accounts payable for companies of all sizes. An automated bill pay system also integrates directly into accounting software, minimizing the amount of data entry.

PREPARING FINANCIAL STATEMENTS

Experienced founders want to see three important financial statements, usually every month: the income statement, cash flow statement and balance sheet.

Not all owners are trained finance professionals. Our accounting team knows how to explain what financial statements mean and how important metrics impact a business's strategy.

Contact Us

Ask a Question

We work hand-in-hand with you to develop and execute a personalized plan to help you secure your financial future. (602) 249-9160

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