Standard Package Options

**Please note that these packages are for illustrative purposes only and are highly customizable for your needs**

Additional Services

Diagnostic Review - $250

My goal is to gain an understanding of your specific bookkeeping and accounting needs and to access the health of your Quickbooks/Xero data, the completeness and accuracy of your accounting transactions, and ongoing bookkeeping and accounting needs.

45 min call to discuss and analyze your needs
Bookkeeping and accounting analysis- Diagnose problems and access the level of clean-up needed.
Identify transactions that need to be brought up to date
Access the volume and complexity of transactions
Access ongoing bookkeeping and accounting needs
A written report of our findings and recommendations
Session to going over our findings, recommendations, and proposed services

Quickbooks/Xero Set-Up Package - $250-$500

Pricing will be different when combined with monthly bookkeeping services
Pricing is dependant on the size of the business and the amount of data that has to be transferred and applies to start-ups/small businesses.
Set up and customization of Quickbooks/Xero company file
Migration of data from other bookkeeping software
Customization of transactions and chart of accounts
Connect bank accounts
Customization of Invoices and Statements
Email Support for 30 days

DIY Monthly/Quarterly Check-Up - $125/$375

All transactions recorded by the client in accounting software
You will provide access via online login or remote access
Review all transactions and verify they are recorded properly
Give recommendations of adjusting entries

Payroll Processing - $125

You may add payroll processing to any package above or use it as a stand-alone service
1-5 Employees- $125 per month as a stand-alone service (Discount will be given if added to a monthly bookkeeping package)
$10 per month for each additional employee
Includes all payroll tax payments and reporting, as well as W-2 processing

1099 Processing

Minimum of $50- Includes the first 5 forms. Each additional form is $10. Any information provided after January 25th will incur a $100 rush processing fee. The client must provide all vendor information.