Services
Starter
Starting at $300
Web Based Bookkeeping
Monthly Email Updates
Up to 2 accounts or credit cards
Up to 50 transactions recorded & classified per month
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Annual Tax Prep Reports
Support & Communication
Response within 1 business day to email, text, and phone
Communication with client’s CPA and staff as needed
One Video Conferences per month up to 30 mins (if Client schedules)
Basic
Starting at $500
Web Based Bookkeeping
Monthly Email Updates
Up to 4 accounts or credit cards
Up to 100 transactions recorded & classified per month
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Annual Tax Prep Reports
Support & Communication
Response within 1 business day to email, text, and phone
Communication with client’s CPA and staff as needed
One Video Conferences per month up to 30 mins each (if Client schedules)
Professional
Starting at $900
Web Based Bookkeeping
Bimonthly email updates
Up to 6 accounts or credit cards
Up to 200 transactions recorded & classified per month
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Annual Tax Prep Reports
Video presentation of financial statements (if requested)
Visual presentation of financials via video conferencing (if requested)
Support & Communication
Response within 1 business day to email, text, and phone
Communication with client’s CPA and staff as needed
Video Conferences up to 1 hour per month (if Client schedules)
Elite
Starting at $1000
Web Based Bookkeeping
Weekly email updates of activity to keep client informed of the status of their business
7+ accounts or credit cards
200+ transactions per month recorded & classified
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Annual Tax Prep Reports
1 custom report per month as requested by client
Video presentation of financial statements
Visual presentation of financials via video conferencing (if requested)
Support & Communication
Response within 1 business day to email, text, and phone
Communication with client’s CPA and staff as needed
Video Conferences up to 4 hours per month (if Client schedules)
Add On Services
Best for small businesses with light bill volume.
Includes:
Up to 20 bills per month
Digital bill entry
Payment scheduling
Client approval required
Monthly A/P tracking
Ideal for growing businesses that need tighter due-date oversight.
Includes:
Up to 40 bills per month
Digital bill entry
Payment scheduling
Client approval required
Monthly A/P tracking
Designed for higher-volume businesses needing active accounts payable oversight.
Includes:
Up to 75 bills per month
Bill entry and payment execution
Vendor inquirires (non-disputed)
Light discrepancy resolution
Client approval required
Additional Bills
$5-$8 per additional bill, depending on volume and complexity
Pricing Starting at $300
All new clients begin with a one-time accounting software setup to ensure your financial system is configured correctly before ongoing bookkeeping begins.
Includes:
Initial setup or review of your books
Chart of accounts review
Connection of bank, credit card, loan and third-party accounts
Verification of integrations such as payroll, payment processors, or e-commerce platforms
One month of bookkeeping services to confirm everything is working correctly
Pricing Starts at $500
Clean up bookkeeping is for businesses whose books exist but are inaccurate. This service corrects errors, resolves balance issues, and improves the reliability of your financial reports.
Includes:
Correcting misclassified transactions
Fixing unreconciled accounts
Cleaning up duplicates or incorrect entries
Reviewing the chart of accounts
Pricing Starts at $300
Catch up bookkeeping is ideal for businesses that are behind on their books. This service focuses on entering and reconciling missing historical transactions so your financial records are brought fully up to date.
Includes:
Entering missing bank and credit card transactions
Categorizing income and expenses
Reconciling accounts month by month
Bringing books current through the most recent month
Pricing: $150 for 1 - 5 1099’s & $15 for each additional 1099
Form 1099 Preparation & Filing includes the annual review, preparation, and electronic filing of required IRS Forms 1099 for qualifying vendors and contractors.
What’s Included
Review of vendor records for 1099 eligibility
Verification of vendor information
Preparation of Forms 1099-NEC and/or 1099-MISC
Electronic filing with the IRS
Electronic delivery or mailing of recipient copies
Summary filing confirmation
Pricing starting at $200
Payroll Setup configures payroll software and tax settings to ensure accurate payroll processing and required filings.
Includes
Payroll software configuration
Federal and state tax setup
Employee profiles and pay schedules
Direct deposit setup
Earnings, deductions, and withholdings setup
Pricing Starting at $150
Payroll Services include the processing of employee payroll, calculation of wages and withholdings, and required payroll tax filings using a supported payroll platform.
Includes
Payroll processing per pay period
Wage, tax, and deduction calculations
Direct deposit or check processing
Payroll tax filings and payments (federal & state)
Quarterly payroll reports
Year-end W-2 and W-3 forms
“Shala brought me so much peace of mind by knowing that I don’t have to worry about whether my books are done right or not”
— Bookkeeping Smith Client