Bookkeeping Packages

Reclaim precious time for your business and leverage your accounting data to make better strategic decisions with our done-for-you bookkeeping. Say goodbye to tedious financial tasks and hello to efficiency and peace of mind with the power of our expert team behind you. We are committed to serving YOU - have peace of mind with the flexibility of pausing or canceling (although we doubt you will 😉) your month-to-month service if times get tough. Book your free discovery session to get started.

Essentials

$295/m

INCLUDES:

  • Monthly Bookkeeping
  • Receipt Management
  • Business Checking and Credit Card Statement Reconciliations
  • Books Closed & Reports Delivered by the 20th
  • Reports Package Includes: Last Month P&L
  • Add Sales Tax Services for $95 per state filing.  

This package is ideal for businesses that have an annual revenue of less than $200k per year and have between 25 and 50 transactions to reconcile every month.

 

 

 

 

Book Consultation

Premium

$795/m

INCLUDES:

  • Weekly Bookkeeping
  • Receipt Management
  • Business Checking and Credit Card Statement Reconciliations
  • Books Closed & Reports Delivered by the 15th
  • Reports Package Includes: Last Month P&L, Monthly Comparison P&L, and Balance Sheet
  • 30-minute Monthly Check-In
  • P&L Highlights Every Month
  • Invoice and Bills Monitoring 
  • Add Sales Tax Services for $95 per state filing.

This package is ideal for businesses that have an annual revenue greater than $200k per year and have between 50 and 100 transactions to reconcile every month.

 

Book Consultation

Elite

$2,995/m

INCLUDES:

  • Weekly Bookkeeping
  • Receipt Management
  • Business Checking and Credit Card Statement Reconciliations
  • Books Closed & Reports Delivered by the 10th
  • Reports Package Includes: Last Month P&L, Monthly Comparison P&L, Balance Sheet, A/R, and A/P
  • 60-minute Monthly Check-In
  • In-Depth Financial Statements Analysis Every Month
  • Invoice and Bills Processing
  • Add Sales Tax Services for $75 per state filing.

This package is ideal for businesses that have an annual revenue greater than $1M per year and have over 100 transactions to reconcile every month.

Book Consultation

 

Not sure where or how to get started? Let's chat!

Book your free, no-pressure, discovery session today. 

 

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Bookkeeping Add-Ons

Learn Xero Accounting Software

Are you ready to take control of your business's finances with more of a DIY approach, but don’t know where to start or even how to get started?? You’ve come to the right place! Let's toss those feelings of confusion and frustration aside and replace them with confidence and peace of mind. Our Xero Certified Advisors are here to guide you through mastering Xero, a powerful accounting software trusted by small businesses worldwide. 

ABCs of Xero

Group Training

 

What's Included:

  • Join our Group Learning Sessions: Our one-hour weekly learning sessions are led by Xero Certified Advisors ready to guide you through the essentials of Xero using Xero's Demo account. If you can't make it live, we'll send you a recording after each session. 
  • Connect with a Community of Learners: Gain access to our exclusive ABCs of Xero Accounting community, a private Skool group where you'll mingle with fellow small business owners on the same journey. Share insights, ask questions, and celebrate wins together as you navigate the Xero landscape.
  • Bonus #1: [Digital Download] DIY Bookkeeping Checklist Bundle - $65 value - yours absolutely free when you enroll!
  • Bonus #2: [Digital Download] Chart of Accounts - $35 value - yours absolutely free when you enroll!
  • Unlimited Email Support: Get unlimited email support throughout the duration of the classes, plus an additional 30 days after, to ensure you have the support you need every step of the way.

 

 

Enroll Now for $425

ABCs of Xero

1:1 Training

 

What's Included:

  • Schedule 4 1:1 Personalized Classes: Schedule personal weekly one-hour learning sessions with our Xero Certified Advisors who are ready to guide you through the essentials of Xero specifically using your Xero account to teach you. 
  • Connect with a Community of Learners: Gain access to our exclusive ABCs of Xero Accounting community, a private Skool group where you'll mingle with fellow small business owners on the same journey. Share insights, ask questions, and celebrate wins together as you navigate the Xero landscape.
  • Bonus #1: [Digital Download] DIY Bookkeeping Checklist Bundle - $65 value - yours absolutely free when you enroll!
  • Bonus #2: [Digital Download] Chart of Accounts - $35 value - yours absolutely free when you enroll!
  • Bonus #3: Receive a special discount code to take 80% off our Professional Xero Setup Add-On - that's $300 in savings!
  • Unlimited Email Support: Get unlimited email support throughout the duration of the classes, plus an additional 90 days after, to ensure you have the support you need every step of the way.
Enroll Now for $875

 

Not sure if Xero is right for your business?

Let's hop on zoom and check it out!

 

Schedule Meeting

Xero Training Add-Ons

Empower Your Business

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