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)
“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