Monthly Bookkeeping Packages
The Legder Collection:
Ideal for Solo Entrepreneurs
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Monthly Transaction Categorization
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Bank and Credit Card Reconiliations
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Monthly Financial Statements
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Email support during business hours
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Secure Document Management
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Flat rate monthly investment starting at $600
The Balance Collection:
Ideal for Growing Businesses
Includes everything in The Ledger Collection, plus:
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Increased transaction Volume
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Monthly Accuracy review and quality check
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Sales tax tracking (filling billed separately)
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Quarterly summary & check-in
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Priority Email support
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Flat rate monthly investment starting at $750
The Signature Collection:
Ideal for Established Businesses
Includes everything in The Balance Collection, plus:
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Advanced reconciliations & multiple accounts
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Monthly performance insights
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Expense trend analysis
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Year-end prep support for tax filing
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Priority turnaround & concierge-level support
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Flat rate monthly investment starting at $900
Additional Services
Catch-up/Cleanup Bookkeeping, Historical Bookkeeping, Payroll Services, Sales Tax Filings, Advisory & Consulting, QuickBooks Online Setup and/or training