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Onboarding & Setup Services
Our bookkeeping packages are based on your three-month average monthly expenses and adjusted monthly if needed. All prices are reviewed annually and adjusted for inflation.
Books Cleanup
TBD
Before we begin ongoing services, your accounts must be up-to-date and accurate. If your books are behind, unreconciled, or contain errors, we’ll perform a one-time Books Cleanup to ensure a solid financial foundation moving forward.
Pricing Tiers:
- Tier 1 – Basic Cleanup: $750 (Up to 3 months behind)
- Tier 2 – Extended Cleanup: $950 (4–6 months behind)
- Tier 3 – Comprehensive Cleanup: $1,200 (7–12 months behind)
- Tier 4 – Multi-Year Cleanup: Custom quote (Starting at $1,500)
Chart of Accounts Setup / Restructuring
TBD
Set up or restructure your chart of accounts for accurate reporting, tax compliance, and fund/program tracking (for nonprofits).
Pricing: $200–$400 (depending on complexity)
Payroll Setup & Integration
TBD
Set up a new QuickBooks Online account or optimize your existing setup, including bank feed connections, custom reports, and integrations.
Pricing: $250–$500
Historical Transaction Entry
TBD
Enter unrecorded transactions from past months or years, separate from reconciliations, to ensure your books are complete.
Pricing: $50–$75/hour or tiered flat fee based on missing months.
Policies & Procedures Documentation (Optional Premium)
TBD
Create a customized bookkeeping policies and procedures guide with internal controls and workflows for your organization.
Pricing: $500–$800
Bookkeeping Services & Pricing
Our bookkeeping packages are based on your three-month average monthly expenses and adjusted monthly if needed. All prices are reviewed annually and adjusted for inflation.
Level 1 – Basic Plan
$300/month
Best for: Small organizations with straightforward bookkeeping needs.
Cost Basis:
- $0 – $10,000 average monthly expenses (three-month average, adjusted monthly if needed)
Included Services:
- Monthly reconciliations of bank & credit card accounts
- Transaction categorization
- Monthly Profit & Loss and Balance Sheet reports
- Quarterly financial review
- Email support
Level 2 – Growth Plan
$500/Month
Best for: Growing organizations with higher transaction volumes or more frequent support needs.
Cost Basis:
- $10,001 – $50,000 average monthly expenses (three-month average, adjusted monthly if needed)
Included Services:
- All Level 1 services
- Scaled for higher transaction volume
- Semi-monthly check-ins
- Priority email support
Level 3 – Pro Plan
$700/month
Best for: Established organizations needing advanced reporting and regular touchpoints.
Cost Basis:
- $50,001+ average monthly expenses (three-month average, adjusted monthly if needed)
Included Services:
- All Level 2 services
- Weekly touchpoints for ongoing financial clarity
- Custom reporting tailored to your needs
General Add-Ons
Flexible services available for any organization. Choose the add-ons you need to enhance your Basic Bookkeeping Plan. All prices are reviewed annually and adjusted for inflation.
Payroll Processing
$50/month base fee + $15/month per active employee.
- Coordinate payroll through trusted third-party providers such as ADP, Gusto, or QuickBooks Payroll. We serve as your liaison, managing all setup, data entry, and ongoing payroll administration to ensure your team is paid accurately and on time.
Accounts Receivable Management
$200/Month
- Oversee invoicing, payment tracking, and collections to maintain healthy cash flow. Send professional statements and reminders to ensure timely payments from clients or donors.
Accounts Payable Management
$200/Month
- Manage and schedule vendor payments, track expenses, and maintain clear records of all outgoing funds to keep your organization’s financial obligations on track.
Nonprofit Add-Ons
Customizable services designed specifically for nonprofit organizations. Select the add-ons you need to enhance your Basic Bookkeeping Plan. All prices are reviewed annually and adjusted for inflation.
Fund Accounting / Program-Level Tracking
$200/Month
- Track multiple funds, programs, or departments separately and provide fund-specific reports.
Grant & Restricted Fund Reporting
$250/Month
- Maintain grant budgets, track restricted spending, and produce funder-ready reports.
Donor Management & Acknowledgements
$150/Month
- Record donations, maintain donor lists, and send acknowledgment letters.
Board & Fundraising Reports
$175/Month
- Prepare tailored board meeting packets and fundraising progress reports.
Audit Prep / Compliance Support
$600/Per Audit Cycle
- Compile schedules, gather documentation, and liaise with auditors.