Bookkeeping Packages

Choose The Solution That Best Fits Your Needs & Budget.
Let's Get Organized 🧾➡️📂

You Run The Business... We'll Handle The Books

Pricing Schedule

*Pricing includes the cost of technology associated with the plan chosen & You can always upgrade to the next package if need be.

DIY Start Line



For those who just need help setting things up.

  • Connect As Many Accounts As You Want to Track
  • 1 End of Year Check-in
Rocket Start Up Third Copy

The Small Solo


For The Sole-Proprietor Who is Transitioning To AN S-Corp

This price includes:

  • Connect Up To 2 Accounts to Track
  • Payroll for 1
  • Twice A Year Check-ins

Big Time


This is for those who are doing it big

This price includes:

  • Connect up to 4 Accounts to Track
  • Payroll For Up To 5 People
  • Quarterly Est Payments
  • Quarterly Check-Ins
  • Set Up & Manage A Budget

Boss Mode


You've Made It To The Top!

This price includes:

  • Connect Up To 6 Accounts To Track
  • Monthly Check-Ins
  • Payroll For Up To 10 People (More can be added for an additional cost)
  • Set Up & Manage A Budget
  • Customized Financial Reports

All of our plans include:

  • An initial set up fee of $350 which includes training.
  • Bookkeeping services which consist of keeping track of your income and your expenses.
  • Payroll for both Federal and State.
  • Financial Reports to keep you in the know.
  • An Accountable Plan (to change the color of money, but for the DIY folks it's extra)
  • And the Tax Prepartaion of the S-Corp from 1120S. (Except for the DIY Option)

The main difference in the packages below is the amount of time you would like or need to have communicating with us and some additional features.

However, if you dont see a feature that you need, please contact us and let us know as I'm sure we can make it happen for you.

*Please note that we do our best to adhere to our posted pricing schedule. However, there may be situations that require a little more work to be done or circumstances that will add additional forms. In such a case, the price will be increased and we will inform you before hand as to what caused it and give you the option to proceed. That being said, please keep in mind also, that once we've been made aware of something that must be reported on your tax return, we are obligated to report it. So, therefore, if you wish not proceed with the increased price, we will have to respectfully discontinue with the entire process.

We appreciate your understanding.