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CATCH-UP/CLEAN-UP Bookkeeping
Accurately categorize and reconcile all financial transactions from previous periods
FLAT FEE ESTIMATES
(hourly rate available)
MONTHS BEHIND
Light Cleanup
Moderate Cleanup
Heavy Cleanup
1-3 Months
4-6 Months
7-12 Months
Over 12 Months
$1200-$1800
$2100-$3600
$3500-$6000
$4900-$8400
$2000-$3000
$300-$900
$500-$1500
$700-$2100
$2800-$4200
Custom Quote
Custom Quote
Custom Quote
MONTHLY BOOKKEEPING PLANS
Track, Review & Categorize All Transactions
MOST POPULAR
ESSENTIALS
Bookkeeping
Startups & Sole Proprietors
$300/mo
INCLUDES:
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Free Initial Consultation
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Monthly Bookkeeping
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Bank & Credit Card Reconciliations
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Loans & Lines of Credit Reconciliations
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*Any Additional Services Requested Outside of ESSENTIALS Plan will be subject to hourly rate
PRIME Bookkeeping
Growing Businesses
$500/mo
INCLUDES:
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Everything in ESSENTIALS, plus...
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Transaction Categorization
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Financial Statement Preparation
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Collaboration with CPA/Tax Preparer
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QuickBooks Online Support
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Email & Phone Support
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*Any Additional Services Requested Outside of PRIME Plan will be subject to hourly rate
SIGNATURE Bookkeeping
Established Businesses with High Transaction Volume
Starting @ $700/mo
INCLUDES:
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Everything in PRIME plus...
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Assistance with Accounts Payable & Accounts Receivable
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Monthly/Quarterly Financial Review Meetings upon request
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*Any Additional Services Requested Outside of SIGNATURE Plan will be subject to hourly rate
BANK LENDER PACKAGE
Organize All Financial and Business Documents Required by a Lender to Evaluate a Loan Application.
INCLUDES: (if applicable)
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Executive Summary
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Business Overview
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Loan Request Summary
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Financial Statements
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Cash Flow Summary
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Accounts Receivable Aging
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Accounts Payable Aging
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Debt Schedule
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Intended Use of Funds
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Supporting Documentation
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SERVICE & COST:
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If Catch-up/Clean-up Bookkeeping is NOT required​, service includes..
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Lender Package Prep
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Collaboration with Lender
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Phone & Email Support
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COST = $1,000
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If Catch-up/Clean-up Bookkeeping is required, service includes...​
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Catch-Up/Clean-Up Bookkeeping
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Lender Package Prep
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Collaboration with Lender
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Phone & Email Support
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COST = $1,000 + Catch-up/Clean-up Fee(see table above for estimate)
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