Tel: 650.518.1544
OUR SERVICES
Package 1: On-Demand Consultation & Support
Ideal for businesses needing occasional bookkeeping help, guidance, or troubleshooting.
Includes:
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One-on-one consultation sessions tailored to specific bookkeeping or financial questions
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Assistance with financial reports, budgeting, or reconciliation issues
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Guidance on setting up financial systems or understanding specific bookkeeping tasks
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QuickBooks or Wave setup and training (if needed)
Rates:
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Hourly Rate: $65–$75/hour
Package 1: Basic Bookkeeping
For small businesses or organizations with minimal transactions
Includes:
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Monthly transaction categorization
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Basic income and expense tracking
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Monthly bank and credit card reconciliation
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Simple financial statements (Profit & Loss, Balance Sheet)
Monthly Pricing: Onsite Starting @ 115.00 - Remote Starting@ $99.00
Package 2: Standard Bookkeeping
For businesses with regular monthly activity and more detailed reporting.
Includes:
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Everything in Basic Bookkeeping
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Detailed financial statements and customized reports
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Accounts receivable and payable tracking
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Monthly check-ins to review finances and answer questions
Monthly Pricing: Onsite Starting @ 175.00 - Remote Starting@ $150.00
Package 3: Comprehensive Bookkeeping
For growing businesses or organizations needing full-service bookkeeping.
Includes:
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Everything in Standard Bookkeeping
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Cash flow management and forecasting
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Quarterly financial reviews and analysis
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Preparation for tax season (expense categorization, etc.)
Monthly Pricing: Onsite Starting @ 250.00 - Remote Starting@ $225.00
Package 5: Startup Setup & Launch Support
Ideal for new business owners (sole proprietors, LLCs, S Corps) needing initial setup and guidance for a strong financial foundation.
Includes:
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Business Formation Consultation: Guidance on bookkeeping needs for Sole Proprietorships, LLCs, and S Corps, plus an overview of tax implications.
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Financial System Setup: Setting up accounting software (QuickBooks, Wave, etc.) customized for the client’s business.
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Payroll Setup: Initial setup and configuration of payroll within the software (if needed).
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Chart of Accounts Customization: Building a chart of accounts specific to the business, so financial reports are relevant and organized.
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Expense Tracking & Record-Keeping Best Practices: Training on categorizing expenses and understanding best practices for tracking receipts and invoices.
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One-on-One Training Session: A 60-minute session covering basic software functionality and tips for financial management.
Rates:
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One-Time Setup Fee: starting @ $500.00 (depending on the level of setup required)
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Ongoing Support (optional): $65–$75.00/hour for continued guidance after the initial setup