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We offer bookkeeping services as bundled packages, available monthly (continual updates) or quarterly (updated once a quarter).  For those who want accounting services only once a year to prepare for taxes, we have an Bookkeeping Review option. Costs are based on transaction counts and number of employees.


The following are the general package options. 


Payroll (if needed) +

Transaction Processing

Bank Reconciliations

Suggested Estimated Tax Payments

Annual Review and Tax Reporting


Transaction Processing & Bank (if needed) Reconciliations (if needed)

Review Financial Statements

Bookkeeping cleanup 

Reconcile Balance Sheet Accounts

Calculate Asset Depreciation (if needed)

Financial Reporting for Taxes

Minimum monthly bookkeeping fees for Essentials package with no employees is $150 or $400 quarterly.  Minimum fees for an annual review are $600 (client completes all transaction processing and bank reconciliations) or $1,200 (with transaction processing and bank reconciliations). Fees are calculated based on transaction counts and number of employees.

For those who want more robust accounting we have an Executive Package which includes account analysis, budgeting, review of statements, custom financial statement reporting, and consolidated statements (if needed).

Costs of services requested outside a package will be billed at $100, half hour minimum per request. 

Packages do not include:

  • Audit or verification of data submitted

  • Preparation or assistance during an audit

  • Accounting services related to acquisitions 

  • Legal services of any type

  • Discovery of errors, misrepresentations, fraud, illegal acts, or theft


Paycheck processing (if needed)

Payroll Tax Reporting 

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