Our flat-rate bookkeeping packages are designed to give your business clarity and consistency. You’ll know exactly what you’re paying each month, with no surprises. These packages include the essential bookkeeping services you need to keep your finances accurate, organized, and compliant—perfect for businesses that want reliable support at a predictable cost.
Every business is unique, and sometimes a one-size-fits-all plan just doesn’t fit. That’s why we offer custom-priced packages tailored to your specific needs. Whether you need advanced reporting, catch-up bookkeeping, or specialized financial tracking, we’ll create a package tailored to your goals and budget.
Starter Bookkeeping Package
$300/Monthly
Ideal for: Freelancers, solo entrepreneurs, and micro-businesses that want clean, up-to-date books.
√ Monthly Reconciliations of up to 2 Accounts
√ Categorization of up to 75 Transactions
√ Monthly Profit and Loss Report
√ Monthly Balance Sheet Report
√ Email Support w/3 Business Day Response
√ Filing of up to 5 1099s
What You Gain: Get peace of mind knowing your books are clean and accurate each month, so you can stay organized and tax-ready without lifting a finger.
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Growth Bookkeeping Package
$500/Monthly
Ideal for: Small businesses with more volume who want clarity and consistency.
√ Monthly Reconciliations of up to 4 Accounts
√ Categorization of up to 150 Transactions
√ Match Deposits to Existing Invoices
√ Monthly Profit & Loss (Summary and Detailed)
√ Monthly Balance Sheet Report (Summary and Detailed)
√ Filing of up to 15 1099s
√ Email Support w/2 Business Day Response
What You Gain: Consistent visibility into your finances so you can make strategic planning decisions and be compliant.
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Sky High Bookkeeping
$800/Monthly
Ideal for: Small and medium-sized businesses with many transactions and in need of additional support
√ Monthly Reconciliations of up to 6 Accounts
√ Categorization of up to 200 Transactions
√ Monthly Profit & Loss (Summary and Detailed)
√ Monthly Balance Sheet Report (Summary and Detailed)
√ Monthly Cash Flows Report
√ Filing of up to 30 1099s
√ Software Migration Support
√ Upload Statements and Manually Code up to 20 Bills in Bill.com
√ Create and Send up to 20 Invoices
√ Monthly Review Call
√ Coordination with Payroll Provider
√ Email Support w/1 Business Day Response
√ Optional Project-Based Bookkeeping Add-on
What You Gain: A second set of eyes on your books, savings from streamlined outsourced bookkeeping, time savings with bill and invoice support, and monthly strategic guidance.
Ideal For: Businesses that have fallen behind or need their books organized before tax time.
√ Review and Organization of Past Financial Records
√ Categorization of All Transactions for the Target Month/Year
√ Account Reconcilations for the Target Month/Year
√ Review and Correct Balance Sheet
√ Review Register and Opening Balance
√ Search for Duplicate Transactions
√ Prepare Year-end Balance Sheet
√ Prepare Year-end Profit and Loss
What You Gain: If you are ready to get help and get organized, this service is for you. Many accountants do not have time for catch-up work or non-tax-ready books during tax season. You'll save a ton by using us, and your accountant will like you more.
Ideal For: Businesses that are ready to get set up on an accounting software or a business that is ready to change their accounting software and need help with the transition and setup.
√ Review of Your Accounting Needs
√ Software Suggestions and Integrations
√ Activate Chosen Software
√ Banking Connections
√ Chart of Accounts Set Up
√ Vendor Set Up
√ Customer Integration
What You Gain: A fresh system and a fresh start. We will get your system structured and set up for your business, so you are ready to organize your money and track your payments.
Ideal For: Every business!
√ Balance Sheet Preparation
√ Income Statement
√ General Ledger
√ Prompt December Reconciliations
√ 1099s in your Package Sent Free of Charge
√ Unlimited Support to your CPA or EA
What You Gain: The year-end tax dream team you have been looking for. With the proper team and support, tax time doesn't have to be stressful.
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