I offer three options for bookkeeping packages, as well as custom packages.

Basic Bookkeeping Package

$300/mo

Up to 5 bank accounts in QBO*

Monthly reconciliation of all accounts

Adding receipts to QBO

Monthly reports:

P&L, Balance Sheet, Statement of Cash Flows

This package is great if you’re a small online business owner who is just starting to need a bookkeeper. You don’t have time to keep up with your bookkeeping on your own, but your bookkeeping needs are fairly simple. You want to be able to see some basic reports each month and know your financial data will be easy to pull at tax time.

All packages include up to two 1099-MISC forms completed by January 31st of each year. Additional 1099-MISC forms are $50 each. The client is responsible for any additional fees associated with filing or software.

 

*The term ‘bank accounts’ includes the following types of accounts: checking, savings, credit card, PayPal, Stripe, etc.

Standard Bookkeeping Package

$500/mo

Up to 10 bank accounts in QBO *

Bi-Weekly categorization and P&L update

Monthly reconciliation of all accounts

Adding receipts to QBO

Monthly reports:

P&L, Balance Sheet, Statement of Cash Flows

 

This package is great if your online business is growing quickly. You definitely don’t have time to do your own bookkeeping, and you need to bi-weekly financial data to make informed business decisions on a regular basis. This package will not only keep you informed on a bi-weekly basis, but it will also mean you’re prepared and ready when tax time comes around. 

All packages include up to two 1099-MISC forms completed by January 31st of each year. Additional 1099-MISC forms are $50 each. The client is responsible for any additional fees associated with filing or software.

 

*The term ‘bank accounts’ includes the following types of accounts: checking, savings, credit card, PayPal, Stripe, etc.

Advanced Bookkeeping Package

$1,000/mo

Unlimited bank accounts in QBO *

Weekly categorization and P&L update

Monthly reconciliation of all accounts

Adding receipts to QBO

Monthly reports:

P&L, Balance Sheet, Statement of Cash Flows

Monthly Product Sales data

Weekly management of Accounts Payable and
Accounts Receivable (aka bills and invoices)

 

This package is great if your online business has grown to the point where you need a dedicated team member to handle your finances, including your bookkeeping, bills, and invoices.

You want to be able to see up-to-date financial data on a weekly basis and have a clear understanding of your product sales each month. This will help you make strategic business decisions.

You will have peace of mind knowing your finances are being managed by a trustworthy professional. You don’t need to worry about tracking down your clients to pay the invoices you’re due, or keep track of the bills you need to pay – I’ll handle all of that! And tax time will be a breeze with year-end data ready to go.

All packages include up to two 1099-MISC forms completed by January 31st of each year. Additional 1099-MISC forms are $50 each. The client is responsible for any additional fees associated with filing or software.

 

 

*The term ‘bank accounts’ includes the following types of accounts: checking, savings, credit card, PayPal, Stripe, etc.

Custom Bookkeeping Packages

Price TBD

Build a Custom Package to Fit Your Unique Needs!

Don’t see all your financial needs listed? Oftentimes the packages listed above are a baseline and together we build a custom package that fits your unique needs.

Additional services include:
-Owner/Partner distributions
-Running payroll
-Strategic calls on a monthly or quarterly basis
-Budgeting
-Estimated tax payments
-Cleaning up historical data
-Setting up a QBO account

“Working with Emily is absolutely amazing! She is so kind, patient and detail oriented that it’s been a totally amazing experience working with her.

My bookkeeping had been being handled by a firm that didn’t allow me to see my Quickbooks information and with Emily I absolutely love that I can always hop into my account and get a great idea of where my company is at.

She is incredible, if you are thinking about working with her don’t hesitate!

- Dani Meyer, Expert Food Blogger at theadventurebite.com

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