Monthly Bookkeeping Pricing Plan

For tax preparation pricing, please view the taxes page.

No business always need the exact same service as everyone else. That is why you are given the choice of which bookkeeping package works best for you. 

Are you still in the early stages of business?  The starter package will manage you transactions from the get go. As you grow, the Proactive and Growth plans are ready to scale with you. If none of these fit the bill, contact me and I will personally build a package for you.

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  • Complete Xero Subscription Xero subscription is included in the price of your package.
  • Catch-up bookkeeping Rate of $50 per hour
  • Unlimited Email & Phone Support We are always here to help you succeed.
  • Estimated Tax Payments Don't let taxes come as a surprise. Plan ahead.
  • Free Tax Return Personal 1040 return except for the Growth package.
  • Transaction Coding Verification When you input transactions, we verify they are done correctly.
  • Full-Service Transaction Coding We input, categorize, and help you analyze every transaction.
  • Reconciliation Accounts Includes bank accounts, credit cards, loans, and PayPal
  • Growth & Financials Meeting We recap the previous month, and look for future opportunities.
  • Budgeting A man without a budget is a man without a plan.
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Support
$99

per month

  • Complete Xero Subscription  
    +$30 extra for invoicing and bills
  • Catch-up bookkeeping  
  • Unlimited Email & Phone Support  
  • Estimated Tax Payments  
  • Free Tax Return  
  • Transaction Coding Verification  
  • Full-Service Transaction Coding  
  • Reconciliation Accounts  
  • Growth & Financials Meeting  
  • Budgeting  
HOT
Starter
$149

per month

  • Complete Xero Subscription  
    +$30 extra for invoicing and bills
  • Catch-up bookkeeping  
  • Unlimited Email & Phone Support  
  • Estimated Tax Payments  
  • Free Tax Return  
  • Transaction Coding Verification  
  • Full-Service Transaction Coding Up to 100
  • Reconciliation Accounts Unlimited
  • Growth & Financials Meeting Monthly
  • Budgeting  
HOT
Proactive
$249

per month

Popular
  • Complete Xero Subscription  
  • Catch-up bookkeeping  
  • Unlimited Email & Phone Support  
  • Estimated Tax Payments  
  • Free Tax Return  
  • Transaction Coding Verification  
  • Full-Service Transaction Coding Lots
  • Reconciliation Accounts Unlimited
  • Growth & Financials Meeting Monthly
  • Budgeting  
HOT
Growth
$349

per month

  • Complete Xero Subscription  
  • Catch-up bookkeeping  
  • Unlimited Email & Phone Support  
  • Estimated Tax Payments  
  • Free Tax Return  
  • Transaction Coding Verification  
  • Full-Service Transaction Coding More than lots
  • Reconciliation Accounts Unlimited
  • Growth & Financials Meeting Twice a Month
  • Budgeting  
HOT
Converting to Xero?

Don’t leave behind your prior year accounting transactions. We port all your transactions from your old accounting system (ie. Quickbooks) to Xero.
For a hourly rate of $50 per hour, we will:

  • Setup of a Xero company with company information.
  • Chart of Accounts (the heart of your accounting system!)
  • Invoice setup — including payment options with Stripe and PayPal.
  • Conversion date balances.
  • Live bank and credit card feed setups.
  • All open invoices and payables.
  • All contacts.
  • Most importantly, we will catch-up your bookkeeping (including banks, credit cards, and PayPal transaction reconciliation)!

 

Don’t need catch-up bookkeeping? No need for setup costs then. We can move directly into the fixed monthly packages.