Monthly Bookkeeping Service

Monthly Bookkeeping Packages


* Allocating transactions to expense accounts up to 50 transactions

* Reconciliation of 1 bank account

* Limited e-mail support

* Discount on QuickBooks Online Subscriptions

* Discount on Company Setup, Year End Package and Green Package


* Download/entry of bank transactions for 1 account (up to 150 transactions)

* Updating activity to correct expense accounts

* Reconciliation of up to 2 bank accounts (checking and savings)

* Email support – up to 10 requests

* Discount on QuickBooks Online Subscription

* Discount on Company Setup, Year End Package and Green Package


* Download/entry of all bank transactions (up to 400 transactions)

* Updating activity to correct expense accounts

* Reconciliation of up to 3 bank accounts

* Unlimited email support

* Free QuickBooks Online Essentials ($35/mo value)

* Free Standard Company Setup ($150 value)

* 50% Discount on Year End Package, Green Package and Premium Setup


* Download/entry of all bank transactions (up to manual 700 transactions, unlimited imported transactions)

* Updating activity to correct expense accounts

* Reconciliation of up to 5 bank accounts

* Assistance with Monthly A/R or A/P (if needed)

* Unlimited email support

* Monthly Financial Reports (Eg. profit and loss statement, income by customer, Accounts Receivable reports, etc)

* FREE QuickBooks Online Plus ($50/mo value)

* FREE Standard Company Setup ($150 value)

* FREE Quarterly Payroll Tax and Sales Tax filing if applicable ($75 value per quarter)

* FREE End of Year Package (does not include IRS form fees, if applicable)

* Save 50% on Green Package and Premium Setup

Note: A transaction is one check, one credit card charge, one customer invoice, or one cash expense. For transactions above the package limit, the charge will be $0.50 per transaction.  Unlimited transactions available for $25 per month.

Interested in weekly or quarterly service? I can do that too! Contact me for a quote.

Package Add Ons Available:

Unlimited Transactions

$25. For businesses with average monthly transactions that exceed the chosen package's limit

Rush Delivery

$25. Have your business be at the front of the line every month.  Work completed by the 15th of every month (usually sooner depending on when your bank releases statements)

Financial Reports

$25. Up to 5 reports of your choice via e-mail (for example: Profit and Loss, Balance Sheet, Income by Customer, Accounts Receivable, Accounts, Payable, etc)

Additional Bank Accounts

Data entry and reconciliations for additional accounts over the selected package limit, package transaction limits apply unless you have the Unlimited Transactions Add On. $10 for first account, $5 for every additional account. 

Sales Tax Reporting

$25 per report.  Tax report filing on a monthly or quarterly basis as required by your state.  Electronic filing is encouraged if available, postage fees apply if submitting paper report.


Payroll processing through Quickbooks Online or submission through the third party payroll processor of your choice.  Fee varies by number of employees.

Accounts Receivable and Payable

$15 for either A/R or A/P or $25 for both.  Enter bills into accounting system,  process vendor payments utilizing online banking, client invoice creation,  prepare monthly client statements, if needed.

Manual Data Entry
$20 for Lite package only, included for free in all other packages

Sign up for Monthly Bookkeeping Service

For example: Retail, Service, Construction
Receive discounted rates on catch up bookkeeping if requested at the time of sign up.
Quickbooks Online is available for FREE with Plus and Premium Packages and discounted for all other packages.
Price does not include Add-ons selected (if any)
You will receive payment instructions per the method selected

Please add any additional information or questions.
You will receive an Engagement Letter via e-mail for your review and approval prior to commencing service. The letter will outline what services will and will not be provided and what information I will need from you to complete your bookkeeping.