Essentials Bookkeeping
Best For
For smaller, simpler operations
Typical client profile
- 1–2 bank accounts
- 0–1 credit cards
- Limited online payment processors (e.g., just Stripe or PayPal)
- Low-to-moderate transaction volume
What’s Included
- Categorize all income & expenses
- Reconcile bank & credit-card accounts
- Simple month-end close
- Tax-ready P&L + Balance Sheet (cash-basis)
Starting at: $300/mo – Most of Our Clients fit here
Growing Organization Bookkeeping
Best For
For organizations with more moving parts
Typical client profile
- 2–4 bank accounts
- 1–2 credit cards
- 1–2 payment processors (Stripe, PayPal, Square, etc.)
- Payroll with multiple employees/contractors
- Moderate-to-high monthly transaction volume
- For nonprofits: multiple programs or grants to track
What’s Included
- Categorize all income & expenses
- Reconcile bank & credit-card accounts
- Simple month-end close
- Tax-ready P&L + Balance Sheet (cash-basis)
- Accrual or cash reporting
- Accounts Payable & Accounts Receivable tracking (summary level)
Starting at: $600/mo
Complex / Multi-Program Bookkeeping
Best For
For more complex nonprofits or businesses with multiple lines of activity
Typical client profile
- Several bank/credit accounts across programs or entities
- Multiple income streams (e.g., earned revenue, donations, grants, contracts)
- Higher monthly transaction volume
- For nonprofits: multiple funded programs, complex restricted/unrestricted tracking
- For businesses: multiple locations, lines of business, or detailed project tracking
What’s Included
- Categorize all income & expenses
- Reconcile bank & credit-card accounts
- Simple month-end close
- Tax-ready P&L + Balance Sheet (cash-basis)
- Accrual or cash reporting
- Accounts Payable & Accounts Receivable tracking
- Full A/P entry & scheduled bill-pay file
- Customer invoicing & payment posting
- Payroll journal entry & reconciliation
Starting at: $900/mo
Full Service Bookeeping
Best For
Multi-owner or multi-location firms that want “hands-off” back-office finance
What’s Included
- Categorize all income & expenses
- Reconcile bank & credit-card accounts
- Simple month-end close
- Tax-ready P&L + Balance Sheet (cash-basis)
- Accrual or cash reporting
- Accounts Payable & Accounts Receivable tracking
- Customer invoicing & payment posting
- Payroll journal entry & reconciliation
- End-to-end A/R management (invoice creation, reminders, collections tracking)
- End-to-end A/P management (bill entry, approval workflow, payment execution via bill-pay platform)**
- Custom class/location tracking
Starting at: $1200/Mo
Reset — Clean-Up & Catch-Up
Best For
Books that are months (or years) behind, switching bookkeepers, prepping for tax/financing, or inherited messy files.
What’s Included
- Backfill & categorize historical transactions
- Reconcile bank/credit-card accounts to statements
- Fix opening balances, undeposited funds, and feed mismatches
- Clean chart of accounts; tidy vendors/customers; merge duplicates
- Reclassify miscoded entries; remove duplicates
- Record payroll summaries, loans, asset purchases, and adjustments as needed
- Deliver tax-ready P&L & Balance Sheet + reconciliation reports