Services

Basic Bookkeeping - $325

  • Up to 3 total checking, savings, and credit card accounts, 150 monthly transactions or less, 1 third-party platform for transactions (Square, Amazon Seller, etc.)

  • Generic profit and loss report by the 15th of the month

  • Customized but simple chart of accounts

  • Quarterly meeting to review business finances (calendar quarters)

Tier 1 Bookkeeping - $475 to $825

  • Up to 4 total checking, savings, and credit card accounts, 250 monthly transactions or less, up to two third-party platforms for transactions (Square, Amazon Seller, etc.)

  • Reconcile your sales tax and payroll liabilities

  • Profit and loss and summarized statement of cash flow by 10th of the month

  • Variance analysis summary and by ledger (month-over-month)

  • Customized but simple chart of accounts

  • Quarterly meeting to review business finances (calendar quarters)

Tier 2 Bookkeeping - $875 to $1200

  • Up to 7 total checking, savings, and credit card accounts, 450 monthly transactions or less, up to three third-party platforms for transactions (Square, Amazon Seller, etc.)

  • Reconcile your sales tax and payroll liabilities

  • Profit and loss and summarized statement of cash flow by 10th of the month

  • Variance analysis summary and by ledger (month-over-month)

  • Customized but simple chart of accounts

  • Quarterly meeting to review business finances (calendar quarters)

Tier 3 Bookkeeping - $1250 to $1725

  • Up to 10 total checking, savings, and credit card accounts, 650 monthly transactions or less, up to four third-party platforms for transactions (Square, Amazon Seller, etc.)

  • Reconcile your sales tax and payroll liabilities

  • Profit and loss and summarized statement of cash flow by 10th of the month

  • Variance analysis summary and by ledger (month-over-month)

  • Customized but simple chart of accounts

  • Quarterly meeting to review business finances (calendar quarters)

Tier 4 Bookkeeping - $2000+

  • 11+ total checking, savings, and credit card accounts, 651+ monthly transactions, more than four third-party platforms for transactions (Square, Amazon Seller, etc.)

  • Reconcile your sales tax and payroll liabilities

  • Profit and loss and summarized statement of cash flow by 15th of the month

  • Variance analysis summary and by ledger (month-over-month)

  • Customized but simple chart of accounts

  • Quarterly meeting to review business finances (calendar quarters)

Other Services

  • Business formation (WA only): $100 + state fees for SOS initial filing and business license

  • Customize your chart of accounts: by the hour

  • Teach you how to do your own bookkeeping in Excel or QuickBooks: by the hour

  • Bookkeeping cleanup/catch-up: charged at basic/tier bookkeeping rates for each month, $1200 minimum

  • Other bookkeeping work/special projects: by the hour

  • 1099 and W2 prep at the end of the year: $30 per form