BOOKKEEPING PACKAGES

ESSENTIALS BOOKKEEPING

Starting at $200–$300/month
Best for very small local businesses with low monthly activity.

Includes:

• Categorization of income & expenses

• Monthly bank & credit card reconciliation

• Monthly financial report (P&L summary)

• Email support

Ideal for:
Solo entrepreneurs • Consultants • Low-volume service providers

STANDARD MONTHLY BOOKKEEPING

Starting at $350–$550/month
Our most popular package for small businesses growing steadily.

Includes everything in Essentials, plus:

• Chart of accounts optimization

• Reconciliation of multiple accounts

• Tracking of recurring charges & subscriptions

• Monthly financial reporting package

• Year-end CPA support

Ideal for:
Small businesses • Service companies • Growing professionals

E-COMMERCE BOOKKEEPING (AMAZON / SHOPIFY)

Starting at $500–$900/month
Specialized bookkeeping for marketplace sellers with payouts, fees, returns, and multi-channel complexity.

Includes:

• Amazon or Shopify payout reconciliation

• Fee, refund, and chargeback tracking

• Sales tax tracking support

• Inventory & COGS alignment

• Multi-channel mapping into QuickBooks

• Monthly profitability snapshot

• Year-end reporting for CPA

Ideal for:
FBA sellers • MFN sellers • Shopify stores • Multi-channel sellers

CLEANUP & CATCH-UP BOOKKEEPING

Custom one-time project
For businesses months or years behind on their books. Cleanup pricing depends on how many months/years need to be caught up and your monthly transaction volume.

Includes:

• Cleanup of past QuickBooks data

• Reconciliation of old accounts

• Organization of receipts & financial documents

• Correction of errors & duplicates

• Year-end cleanup for CPA filing

Ideal for:
Any business needing to get “caught up” before tax season or before switching to monthly support.

HOW PRICING WORKS

Because every business has a different transaction volume, workflow, and platform setup, bookkeeping needs vary from one company to another. These factors help determine the time, tools, and level of support required each month.

Your monthly rate is based on:

• Transaction volume

• Number of bank/credit accounts

• Whether you sell on Amazon or Shopify

• Number of payment processors (PayPal, Square, Stripe, etc.)

• Whether cleanup is required

• Reporting needs

• Monthly vs quarterly needs

We’ll walk through your business during a quick consultation and provide a clear, customized quote.

ADD-ON SERVICES (Optional)

Customize your bookkeeping package with additional support tailored to your business needs:

• 1099 preparation support

• Advanced or customized financial reporting

• Multi-platform reconciliation (Amazon, Shopify, PayPal, Square, etc.)

• Administrative support (email management, invoicing, document organization)

• Quarterly financial check-ins

• Additional account or payment processor reconciliation

WHAT’S NOT INCLUDED (For Clarity & Compliance)

To ensure transparency, the following services are not included in our bookkeeping packages:

• Filing federal or state tax returns

• Providing tax advice or tax planning

• Filing sales tax returns

• Payroll processing or payroll tax filings

• Legal or audit representation

• Creating or managing inventory systems outside QuickBooks

• Full-service accounts receivable or collections

• Full-service accounts payable (bill payment on your behalf)

We focus on accurate, organized bookkeeping and financial reporting. Your CPA or tax professional handles tax filings and advisory work.

PRICING FAQS

Do you require long-term contracts?
No. Services are month-to-month.

Is QuickBooks included?
We work within your QuickBooks Online account.

What if my transaction volume grows?
Your package can be adjusted anytime.

Do you file taxes?
Yes — Year end tax returns

Can you work with my accountant?
Yes. We coordinate directly with CPAs and tax professionals.

Frequently Paired Services

Amazon Seller Accounting

Shopify Store Bookkeeping

Tax Filing & Year-End Support

READY TO GET A QUOTE?

Clear pricing, local support, and bookkeeping tailored to your business.