Monthly Plans
Pricing is unique to each client situation, and will be given after our free consultation.  With no contracts and a short 30 day cancellation period, there is no pressure with our agreement.  All plans include Balance Sheet, Statement of Cash Flows and Income Statement preparation and a subscription to a bookkeeping platform.​​  Pricing varies greatly depending on client needs, this is why a free consultation is offered and we create a custom proposal for each client.

Plan Examples

  1. Basic Solutions
    Basic Solutions
    Reconciliation of 1 account on a monthly basis Quarterly Preparation of Financial Statements Up to 50 transactions per month Quick Books Online or Xero subscription Support through email
  2. Advanced Solutions
    Advanced Solutions
    Reconciliation of up to 2 accounts on a monthly basis Monthly Preparation of Financial Statements Up to 75 transactions per month Quick Books Online or Xero subscription Support through email One hour conference call to discuss financials, monthly
  3. Accelerated Solutions
    Accelerated Solutions
    Reconciliation of up to 3 accounts on a monthly basis Monthly Preparation of Financial Statements Up to 100 transactions per month Quick Books Online or Xero subscription Support through email One hour conference call to discuss financials, monthly Accounts Receivable Accounts Payable

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Additional Services

We can discuss during our consultation and tailor a solution that is perfect for your situation, below are some examples:
Set Up​

If you are starting from scratch we can set up accounting software for you, including a chart of accounts specifically for your business. 

Clean Up

If you feel like you have a mess on your hands, we can help.  We will assess the condition of your books and customize a solution to get you organized and back in shape quickly.
Custom Reports/Job Costing

During our initial consultation we will discuss the needs of your business and the information used to make business decisions. We then create a solution that inlcludes custom reports to bring you the data in an easy to understand format.