Bookkeeping | Books and Basis

monthly bookkeeping services

Starter Package $299/mo

Starter Package $299/mo

Starter Package $299/mo

So you just began your business. Here is a plan just for you!

Up to 150 transactions a month.
Monthly reconciliation.
Preparation of financial reports: Profit and Loss, Balance Sheet, and Cash Flow Statement

Growth Package $449/mo

Starter Package $299/mo

Starter Package $299/mo

Business is starting to pick up. Way to go!

Up to 250 transactions a month.
Up to 50 vendor bills per month.
Up to 50 customer invoices per month.
Monthly reconciliation.
Preparation of financial reports: Profit and Loss, Balance Sheet, and Cash Flow Statement.

Success Package $599/mo

Success Package $599/mo

Success Package $599/mo

Wow! Business is booming.

Up to 400 transactions a month.
Up to 100 vendor invoices per month.
Up to 100 customer invoices per month.
Monthly reconciliation.
Preparation of financial reports: Profit and Loss, Balance Sheet, and Cash Flow Statement.

Big Leagues Package $1,200/mo

Success Package $599/mo

Success Package $599/mo

You're in the big leagues now!

Up to 600 transactions a month.
Up to 200 vendor invoices per month.
Up to 200 customer invoices per month.
Monthly reconciliation.
Preparation of financial reports: Profit and Loss, Balance Sheet, and Cash Flow Statement.

Clean Up Service

Clean Up $150/additional/month

Mistakes happen. Let us help you clean it up.

Review of bank and credit card accounts.
Recategorization of transactions.
Analysis of large purchases for depreciation deductions.
Undeposited funds clean-up.
Financial report review for accurate representation and potential tax savings.
Re-issuing of profit and loss, balance sheets, and cash flow statements.
Clean-up price is in addition to the monthly bookkeeping price.