Bookkeeping
Packages

For small businesses that need accurate monthly bookkeeping and financial reporting without day-to-day bookkeeping management.

Includes:

 

• Up to 150 transactions per month

• Up to 2 bank/credit card reconciliations

• Transaction review and categorization

• Invoice and bill posting

• Basic A/R and A/P tracking

• Vendor management

• Monthly Profit & Loss and Balance Sheet

• Year-end financials prepared for your tax professional

• Email support for bookkeeping questions

 

Best for: Small service businesses, owner-operated businesses and businesses with relatively straightforward books.

For growing businesses that need more active bookkeeping management and compliance support.

 

Includes everything in Essential, plus:

 

• Up to 350 monthly transactions

• Up to 4 bank/credit card accounts

• A/P bill processing

• A/R invoicing and customer account management

• Sales tax preparation and filing

• Inventory bookkeeping support

• Purchase-order matching, when applicable

• Enhanced Balance Sheet review

• Monthly financial review

• Ongoing bookkeeping support

 

Best for: Growing businesses, construction companies, retail/wholesale businesses and companies with more active A/R, A/P or inventory.

For established businesses that need comprehensive bookkeeping management and ongoing financial oversight.

 

Includes everything in Complete, plus:

 

• High-volume transaction management

• Full accounts payable management

• Full accounts receivable management

• Payroll processing and payroll bookkeeping

• Payroll liability review

• Inventory reconciliation and oversight

• Balance Sheet account review

• Ongoing CPA coordination

• Customized financial reporting

• Owner/management financial review

• Priority bookkeeping support

 

*Final pricing is based on transaction volume, number of financial accounts, employees, inventory, entities and overall bookkeeping complexity.