Expert Bookkeeping
& Management Accounting

Solid Foundations • Manageable Solutions

Accounting foundations and solutions to help you start, grow, and manage your business.

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:

Initial assessment of existing accounting records and structure
Review session to further discuss more in-depth needs
Recommendations of needed services

Setup

$125-$625

For new businesses that are just getting started.

Includes:

Initial setup of new accounting software
Importing properly formatted customer and vendor lists
Importing properly formatted service and/or product lists
Proper creation of the chart of accounts
Initial training

Cleanup & Catchup

$375-$3,000/mo

For businesses that are struggling with organization and structure.

Includes:

Restructuring of existing accounting software
Correcting inaccurate income and expense categorization
Entering missing transactions
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:

Categorization of income and expenses (1 bank account & 1 credit card account)
Monthly Balance Sheet and Income Statement
Light Receipt Management

Standard

$1,000-$2,000/mo

Best for businesses that require assistance with accounts receivable, accounts payable, and posting payroll.

Includes:

Categorization of income and expenses (1 bank account & 1 credit card account)
Monthly Balance Sheet and Income Statement
Moderate Receipt Management
Review & Assistance with Customer Invoices
Review & Assistance with Entering and Paying Vendor Bills
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:

Categorization of income and expenses (1 bank account & 1 credit card account)
Monthly Balance Sheet and Income Statement
Moderate Receipt Management
Review & Assistance with Customer Invoices
Review & Assistance with Entering and Paying Vendor Bills
Posting Payroll (2 cycles per month)
Assistance with Sales & Use Tax Filing
Class & Job Categorization
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.

Inventory & Cost Accounting
Asset Tracking

Custom Projects

Businesses that need help with management accounting
reports and analysis.

Budget, Forecast, & Cash Flow
Custom Financial Statements
Custom Reports
Special Projects

Ready to Get Started?

The first step is to schedule a call to discuss your business needs and to see if we are a good fit.

Get Started

Expert Bookkeeping & Management Accounting

Solid Foundations • Manageable Solutions

Accounting foundations and solutions to help you start, grow, and manage your business.

Sample Packages

• Foundations •

Established businesses benefit from an initial assessment to help estimate and prioritize needs.

For new businesses that are just getting started.

For businesses that are struggling with organization and structure.

• Operations •

Ideal for businesses that sell services and operate on a cash basis.

Best for businesses that require assistance with accounts receivable, accounts payable, and posting payroll.

Recommended for businesses that need help managing inventory, and class or job categorization.

• Performance •

Businesses that need help managing inventory and fixed assets.

Businesses that need help with management accounting reports and analysis.

Ready to Get Started?

Expert Bookkeeping
& Management Accounting

Businesses that need help managing
inventory and fixed assets.

Businesses that need help with management accounting
reports and analysis.