Investment


Monthly Bookkeeping Services Package - Begins at $250*.

*Monthly package price begins at $250 but may increase upon further review of the client’s previous books. A final monthly package price will be provided with details in a free quote to the client following an initial new client meeting and thorough review of past books.

Data Entry
Receipt Management
Account Reconciliations
Financial Statement Preparation
Bookkeeping Software Set-Up
Bookkeeping Software Training

Additional Monthly Bookkeeping Services Available - Begins at $100*.

*These bookkeeping services are available for addition to the monthly bookkeeping package, beginning at $100.

*The general monthly bookkeeping package price begins at $250. If the additional services below are requested, the monthly package price will begin at $350, but may increase upon further review of the client’s previous books. A final monthly package price will be provided with details in a free quote to the client following an initial new-client meeting and thorough review of past books.

Accounts Receivable Management
Accounts Payable Management

Books Catch-Up and Clean-Up (Historical Bookkeeping) - Price Varies*.

*The price for historical bookkeeping, either books catch-up or clean-up, will vary depending on the extent of work required. Oftentimes, a client may need their books to be both caught-up and cleaned-up to ensure organized and accurate financial records.

*A final price for historical bookkeeping will be provided with details in a free quote to the client following an initial new-client meeting and thorough review of past books.

Books Catch-Up
Books Clean-Up