Sample Packages
Pricing is based on scope, complexity and number of transaction items.
However, the below sample packages and estimated price ranges can help you gauge what a starting point may look like for you.
• Foundations •
Packages designed to get you organized and establish accounting structure.
Initial Assessment
$375
Established businesses benefit from an initial assessment to help estimate and prioritize needs.
Includes:
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Initial assessment of existing accounting records and structure
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Review session to further discuss more in-depth needs
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Recommendations of needed services
Setup
$125-$625
For new businesses that are just getting started.
Includes:
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Initial setup of new accounting software
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Importing properly formatted customer and vendor lists
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Importing properly formatted service and/or product lists
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Proper creation of the chart of accounts
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Initial training
Cleanup & Catchup
$375-$3,000/mo
For businesses that are struggling with organization and structure.
Includes:
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Restructuring of existing accounting software
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Correcting inaccurate income and expense categorization
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Entering missing transactions
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Organization of various accounting lists and reports
• Operations •
Packages designed to lessen the burden of day-to-day bookkeeping tasks.
Basic
$375-$750/mo
Ideal for businesses that sell services and operate on a cash basis.
Includes:
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Categorization of income and expenses (1 bank account & 1 credit card account)
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Monthly Balance Sheet and Income Statement
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Light Receipt Management
Standard
$1,000-$2,000/mo
Best for businesses that require assistance with accounts receivable, accounts payable, and posting payroll.
Includes:
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Categorization of income and expenses (1 bank account & 1 credit card account)
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Monthly Balance Sheet and Income Statement
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Moderate Receipt Management
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Review & Assistance with Customer Invoices
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Review & Assistance with Entering and Paying Vendor Bills
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Posting Payroll (2 cycles per month)
Advanced
$1,500-$3,000/mo
Recommended for businesses that need help managing inventory, and class or job categorization.
Includes:
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Categorization of income and expenses (1 bank account & 1 credit card account)
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Monthly Balance Sheet and Income Statement
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Moderate Receipt Management
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Review & Assistance with Customer Invoices
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Review & Assistance with Entering and Paying Vendor Bills
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Posting Payroll (2 cycles per month)
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Assistance with Sales & Use Tax Filing
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Class & Job Categorization
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Assistance with Inventory Management
• Performance •
Package add-ons designed to help with the more complex and customized management accounting tasks, reports, and analysis.
Inventory & Assets
$125-$750/mo
Businesses that need help managing
inventory and fixed assets.
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Inventory & Cost Accounting
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Asset Tracking
Custom Projects
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Businesses that need help with management accounting
reports and analysis.
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Budget, Forecast, & Cash Flow
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Custom Financial Statements
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Custom Reports
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Special Projects