Making Bookkeeping Affordable
Maximize your flexibility with our pricing options
Option #1
Fixed Hourly Rate of $60 – Monthly charge is dependent on actual time accrued, some months more and some months less.
Option #2
Fixed Monthly Rate – We’ll create a custom plan to meet your bookkeeping needs. The monthly charge is fixed and easily budgeted!
Sample of Basic Service
Basic Monthly Package Starting at $250/Month + Start Up Fees
- Recording & Categorizing Transactions: Meticulously logging all income (sales, services) and expenses (rent, supplies, marketing) into accounting software.
- Bank & Credit Card Reconciliation: Matching your internal records against monthly statements from financial institutions to identify discrepancies, catch errors, and detect potential fraud.
- Accounts Receivable (A/R) Management: Creating and sending invoices to customers and tracking outstanding payments to ensure steady cash flow.
- Accounts Payable (A/P) Management: Tracking vendor bills and ensuring they are paid on time to maintain good business relationships and avoid late fees.
- Monthly Financial Reporting: Generating standard financial statements, including:
- Profit & Loss (P&L): A summary of revenue and expenses showing net profit or loss.
- Balance Sheet: A snapshot of assets, liabilities, and equity.
- Cash Flow Statement: Monitoring the actual cash moving in and out of the business.
Note: The fixed monthly rate is determined by the amount of services and number of transactions.
Setup (Onboarding)
Onboarding is a term used in the Bookkeeping industry for the “setup phase,” the process of taking on a new client.
Below is a brief description of the setup process:
- Finalizing the Agreement: Signing our Engagement Letter to define the exact services and monthly fees.
- Granting Access: Setting up secure connections to your accounting software and bank statements.
- Information Gathering: Collecting essential business data, such as your EIN, and current chart of accounts.
- The “Clean Slate”: Reconciling your historical data to ensure your books are accurate before regular monthly service begins.
- Setting the Rhythm: Establishing a recurring schedule for meetings and your monthly financial reports.
The setup cost varies, it is a one time fee, starting at $200. After a brief consultation, the cost will be determined by the complexity of your current financial records and how much clean up is required. Rest assured, we strive to keep it as reasonable as possible.
Get your Free Consultation Today
Contact us today for a free consultation and we’ll go over your needs together.
Call Us Bookkeepers 