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Bookkeeping Services & Pricing

All bookkeeping services are provided on a fixed monthly fee, based on transaction volume. Each package includes clearly defined scope and reporting.

ESSENTIAL BOOKKEEPING

$375 / month
Up to 100 transactions per month

Scope of Services

  • Monthly bank and credit card reconciliations

  • Accurate categorization of transactions

  • Review and organization of bank feeds

  • Month-end close

  • Preparation of monthly financial statements:

    • Profit & Loss

    • Balance Sheet

  • Email-based support for bookkeeping-related questions

Designed for:

Businesses with straightforward financial activity that want reliable, professional bookkeeping without ongoing meetings.

EXPANDED BOOKKEEPING

$625 / month
Up to 250 transactions per month

Scope of Services:

  • Everything included in the Essential package

  • Support for increased transaction volume

  • Ongoing organization to support business growth

  • Continued monitoring for accuracy and consistency

  • Email-based support for bookkeeping-related questions

Designed for:

Businesses with consistent activity, multiple income streams, or higher monthly transaction volume who want dependable, behind-the-scenes bookkeeping support.

COMPREHENSIVE BOOKKEEPING

$1,025 / month
Up to 500 transactions per month

Scope of Services

  • Everything included in the Expanded package

  • Higher-volume transaction management

  • Enhanced review for consistency and trends

  • Quarterly financial review call (20–30 minutes), including:

    • High-level review of financial statements

    • Discussion of notable quarter-to-quarter changes

    • Clarification of report-related questions

Designed for:

Higher-volume businesses that want both structured bookkeeping and periodic financial review, without ongoing monthly meetings.

OPTIONAL ADD-ON SERVICES - A/R

Accounts Receivable (A/R) Support

$225 / month
Up to 25 invoices per month

Scope of Services

  • Creating and sending customer invoices

  • Recording customer payments

  • Monitoring outstanding invoices

  • Monthly Accounts Receivable aging report

Notes

  • Client remains responsible for collections and customer follow-up unless otherwise agreed

  • Cash-flow decisions remain the responsibility of the business owner

OPTIONAL ADD-ON SERVICES - A/P

Accounts Payable (A/P) Support

$225 / month
Up to 25 bills per month

Scope of Services 

  • Entering vendor bills

  • Scheduling bill payments with client approval

  • Recording bill payments

  • Monthly Accounts Payable aging report

Notes

  • All payments require client approval

  • Cash-management decisions remain the responsibility of the business owner

Office Calculation Task

Important Scope & Pricing Notes

  • All services are billed at a fixed monthly rate Transaction limits are based on total monthly activity recorded in the accounting system

  • If transaction volume consistently exceeds the selected package, services will transition to the next package tier

  • Add-on services are billed separately and clearly defined

  • Tax preparation, tax planning, payroll processing, business consulting, cleanup work, and advisory services are not included unless explicitly stated in writing

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