| Monthly Rate |
| Basic |
$275 / month |
Monthly Minimum (increased monthly fee may apply based on size and complexity of business) |
| Includes bank and credit card reconciliation, transaction categorization, monthly close and financial statement preparation, variance analysis and chart of account maintenance |
| Other Bookkeeping Services (quotes or hourly rates available) |
| Payroll and Sales Tax Setup and Integration |
| Set up payroll (Gusto) and sales tax (TaxJar) and implement into QuickBooks Online |
| Payment Processor Integration or Capture |
| Reconcile and record monthly entries or integrate Shopify payments, Stripe, PayPal, Square, etc. |
| Initial Setup |
| Includes setting up QuickBooks Online (30% discount on all plans) and creating chart of accounts |
| Cleanup |
| Assessment/remediation of current state of bookkeeping |
| A/R and A/P |
| Send payments and invoices through QuickBooks Online to vendors and customers monthly |
| Fixed Assets |
| Manage fixed assets in QuickBooks Online |