Monthly Bookkeeping Package

Starting at $300/month

What's included:

·        Categorized transactions

·        Reconciled accounts​

·        Monthly financial reports with video analysis/review

·        Year end digital report package (for your tax preparer)

·        Year end adjusting entries and assisting with closing

One Time Budget and Forecast Analysis

$500 one time fee

What's included:

·       Analysis of current expenses and revenue streams

·       1 hour consultation

·       Personalized budget and forecasting model* 

*personalized model shared via Google Sheets and you will be given full ownership after creation

Ongoing Budget Planning and Analysis*

Starting at $100/month or custom 

What's included:

·        Prior year budget analysis

·        Analysis of current expenses and revenue streams

·        Creation of customized budget and forecast models

·        Monthly budget review

·        Year end budget analysis

*Only available for monthly bookkeeping clients

Catch up of Current Year Books*

Custom based on number of months needed

What's included:

·       Categorize and reconcile current year accounts

·       Review of chart of accounts, bank connections, etc.

·       Prior year end adjusting entries based on last tax return

·       Updated financial statements and analysis

*We do not offer clean up of prior tax years. Prior tax year must have been filed already.

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