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Setup Custom CoA
Setup Custom CoA
$79
$79
With a few key details from you, we will set up a customized Chart of Accounts (CoA) in your QuickBooks software to ensure your financials are organized and tailored to your business needs.
This service is free with the purchase of any monthly bookkeeping subscription.
QuickBooks Training
QuickBooks Training
$129
$129
If your office worker handles bookkeeping but lacks confidence in QuickBooks, we can create a customized walkthrough video they can reference anytime to navigate the software with ease saving them time and you money!
Done-FOR-You Monthly Bookkeeping Subscription
Done-FOR-You Monthly Bookkeeping Subscription
Love being a business owner but hate bookkeeping? We get it! Even if you do love it, you can't do all the things.
Let us take bookkeeping off your plate with customized monthly bookkeeping packages.
-Freelancer-
-Freelancer-
Mustard Seed
Mustard Seed
(Small but Mighty)
(Small but Mighty)
$250
$250
per month
Don't let your accountant charge you extra for sorting through a shoebox of receipts at the end of the year (You know what we mean!)
This service is perfect for self-employed individuals and freelancers like hairstylists, realtors, handymen, social media influencers, and more. You may be small, but you're mighty:
Categorize transactions for 1-2 bank accounts and/or credit cards (roughly 50-200 monthly transactions)
Reconcile all accounts monthly
Deliver monthly financial reports (Balance Sheet and Profit and Loss) and include video walkthrough support, if needed
-Small Business-
-Small Business-
Oak
Oak
(Foundations)
(Foundations)
$325
$325
per month
Ideal for new businesses, this service covers foundational bookkeeping:
Categorize transactions for 1-3 bank accounts and/or credit cards (roughly 50-300 monthly transactions)
Reconcile all accounts monthly
Deliver monthly financial reports (Balance Sheet and Profit and Loss) and include video walkthrough support, if needed
-Small Business-
-Small Business-
Bamboo
Bamboo
(Growth)
(Growth)
$700
$700
per month
Designed for quickly-growing businesses that need additional ongoing support:
Categorize transactions for up to 5 bank accounts and/or credit cards (roughly 300-600 monthly transactions)
Reconcile all accounts monthly
Deliver monthly financial reports (Balance Sheet and Profit and Loss) and include video walkthrough support, if needed
Plus:
Manage A/P (Paying Bills)
Manage A/R (Collecting on Invoices)
-Small Business-
-Small Business-
Sequoia
Sequoia
(Elite)
(Elite)
$1000
$1000
per month
Designed for well-established small businesses:
Categorize transactions for 5+ bank accounts and/or credit cards (usually more than 600 monthly transactions)
Reconcile accounts monthly
Deliver monthly financial reports (Balance Sheet and Profit and Loss) and include video walkthrough support, if needed
Manage A/P (Paying Bills)
Manage A/R (Collecting Invoices)
Plus:
Up to 2 Virtual Assistant (VA) or consulting hours per month for anything ranging from General Admin work to Marketing or HR and everything in between. Unused hours do not carry over month-to-month.
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