Up to 50 transactions monthly

Monthly reconciliation

1 business account/ credit card

Basic financial reports

Email support

15 mins monthly check-in

Up to 100 transactions monthly

Monthly reconciliation

1 business account/credit card

Basic financial reports

Email support

15 mins monthly check-in

Up to 300 transactions monthly

Monthly reconciliation

A/P & A/R tracking

Up to 3 business accounts/ credit cards/loans

Monthly financial reporting + 30 mins review call

Monthly email support

Quarterly Performance Check-in

Unlimited transactions 

Multiple accounts (bank, credit, loans)

Full-service A/P & A/R 

Customized financial reporting

Cash flow management

Payroll processing

Monthly 1-hour strategy call

Priority support 

Sales tax tracking

Financial Recordkeeping

Data Entry

Account Payable & Receivable Management

Budget Support

Payroll Processing

Compliance & Reporting

Fund & Grants Accounting

Audit Preparation & Assistance

Administrative & Clerical Support

Catch-up/ Cleanup (per month) $150+

Quarterly Tax Preparation $100

Annually Tax Preparation $500

Budgeting $125 + 3 months of following up

Platform Setup & Training $250/ one-time fee

1 on 1 Bookkeeping Training $85/ hour

1099 Contractor Filing $25/ form

One-time Book review $200

Receipt Management $50+/ month

Monthly 30 mins Check-in (non-package clients) $125

Strategy Call 60 mins $150

Notary Public $25/ first document seal + $5 for additional seal

Tax Ready Reports (Year-End) $150

Payroll Processing (5 Employees +) $100+

On-demand Reports $30/ report