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Startups/Freelancers
Bookkeeping - Solopreneur Package
125
Every month
+$125 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Startups or freelancers with fewer than 25 monthly transactions.
Categorization and reconciliation of 1 account (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
☑️ Monthly financial reports
(Profit & Loss, Balance Sheet)
☑️ Quarterly financial reviews
☑️ Portal Support
☑️ Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
☑️ Additional Accounts:
$75/month for each additional
☑️ Tax Preparation: LLCs: $550
Startups/Freelancers
Bookkeeping - Game-Changer Package
300
Every month
+$300 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Small businesses or solo entrepreneurs with 26–75 monthly transactions
Categorization and reconciliation of up to 2 accounts (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
☑️ Monthly financial reports
(Profit & Loss, Balance Sheet)
☑️ Quarterly financial reviews
☑️ Portal Support
☑️ Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons
☑️ Payroll: $150/month for up to 3 employees
☑️ Additional Accounts
$75/month for each additional
☑️ Tax Preparation: LLCs: $550
S-Corps: $1,100
C-Corps: Consultation required
Startups/Freelancers
Bookkeeping - Silver Package
600
Every month
+$600 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Small businesses with 76–150 monthly transactions.
Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
☑️ Monthly financial reports with performance analysis
☑️ Budget tracking and cash flow assistance
☑️ Quarterly financial reviews
☑️ Portal Support
☑️ Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
☑️ Payroll: $150/month for up to 3 employees
☑️ Additional Accounts
$75/month for each additional
☑️ Tax Preparation: LLCs: $550
S-Corps: $1,100
C-Corps: Consultation required
Startups/Freelancers
Bookkeeping - Gold Package
850
Every month
+$850 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Medium-sized businesses with 151–250 monthly transactions
Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts)
Valid until canceled
Other Services Included:
☑️ Comprehensive monthly financial reports
with detailed insights
☑️ Budget creation and variance tracking
☑️ Accounts payable and receivable tracking
☑️ Quarterly financial reviews
☑️ Portal Support
☑️ Quarter End Zoom Meetings
& Year End Zoom Meetings
Add-Ons
☑️ Payroll: $150/month for up to 3 employees
☑️ Additional Accounts
$75/month for each additional
☑️ Tax Preparation: LLCs: $750
S-Corps: $1,500 & up
C-Corps: Consultation required
Select Your Bookkeeping Package
Find one that works for you