Rates and Services

Small Business

Services:

Categorize Transactions
Monthly Reconciliation
Monthly Financial Reports
Quarterly Phone Call or Zoom

$300 Month*

Up to 2 bank accounts or credit cards with under 100 transactions per month

Medium Business

Services:

Categorize Transactions
Monthly Reconciliation
Monthly Financial Reports
Monthly Phone Call or Zoom

$400 Month*

Up to 4 bank accounts or credit cards with 100-250 transactions per month

Large Business

Services:

Categorize Transactions
Monthly Reconciliation
Monthly Financial Reports
Monthly Phone Call or Zoom

$500-$1000 Month*

4 or more bank accounts or credit cards with 250 or more transactions per month

*All prices are subject to change depending on the clients needs and complexity of business.

Payroll Services

Please ask about payroll services for your personalized quote

Books Set Up and Clean Up

Set Up:

$500-$1000

Chart of Accounts
Connect Bank
Connect Credit Cards
Add All Beginning Balances

Clean Up & Tax Prep:

$75-$150 Hour

Make sure all books are reconciled
Clean up Chart of Accounts
Make sure everything is categorized properly
Run reports and make sure that everything is correct
Meet with client over phone or zoom to discuss financials and budgets
Teach clients how to use QBO

Helping Friendly Bookkeeping

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