Bookkeeping Services
Packages / Pricing
Most Common
Featherlight
Starting at $400/ mo.
Best for new and small businesses who need simplified bookkeeping at a budget-friendly rate.
Includes:
- Monthly income and expense categorization
- Monthly account reconciliation
- Monthly Profit & Loss and Balance Sheet by the 15th
- One on One email support
- Communication and collaboration with your CPA
*Note, this service is for cash basis sole proprietors/LLC’s with under 75 monthly transactions and 1-2 accounts.
In Formation
Starting at $600/ mo.
Best for steady businesses ready for reliable monthly support, detailed reports, and more hands-on care.
Includes:
- Everything in “Featherlight” plus...
- Chart of Accounts revamp
- Receipt Matching
- Quarterly check-in call
- 1099 vendor tracking
- Annual books review
- Recording of year-end adjustments from your tax preparer
*Note, this service is for sole proprietors/LLC’s with under 125 monthly transactions and 3-4 accounts. 1099 filing can be added.
Lead Goose
Starting at $1,000/ mo.
Best for businesses who want to delegate with confidence, streamline their finances, and receive full-service bookkeeping.
Includes:
- Everything in “Featherlight & “In Formation” plus...
- Loan tracking
- Customized reports
- Monthly check-in call
- Quarterly financial packet to assist with estimates
- Job and class tracking
- AR/ AP Tracking
*Note, this service is for sole proprietors/LLC’s with under 300 monthly transactions and 5-10 accounts. AR/ AP bill pay & invoicing can be added.
Additional Options
Quarterly
Starting at $200/ mo. or $600/ qtr.
A great option for seasonal income, or when you’re just getting going, and for side-hustles too.
Includes:
- Quarterly income and expense categorization
- Quarterly account reconciliation
- Quarterly Profit & Loss and Balance Sheet
- One on One email support
- Communication and collaboration with your CPA
*Note, this service is for cash basis sole proprietors/LLC’s with under 25 monthly transactions and 1-2 accounts.
Add-Ons
Prices vary per item
These options can be added to any package or on their own as needed for a truly customized fit.
Choose from:
- Chart of Accounts Setup
- A/P Entering, tracking, and scheduling bills
- Bill Pay management
- A/R Creating invoices, tracking payments, and sending reminders
- Payroll - Recording payroll entries from your processor
- 1099 Vendor tracking, and annual filing
- Custom financial reports
- Receipt management
- One on one reviews
- App integration support
- Sales tax tracking, and filing
...and more
Clean/ Catch Ups
Starting at $500
Feel like something’s not quite right? Or somehow got a little behind in your books? We can help!
Cleanups Include:
- Diagnostic review of your books with expert feedback
- Pinpointing items that need corrected or refreshed
- Recommended next steps
Catch-Ups Include:
- Categorizing historical transactions
- Reconciling accounts
- Generating backdated financial reports
- Getting you back in businesses and up to date
Cleanup: Diagnostic review only. Catch-Ups: Over 100 transactions will be additional.
Need something a little different? We’re flexible—just reach out, and we’ll craft a custom package tailored to your unique needs.
