Essentials is $350 a month and covers bookkeeping in QuickBooks Online or Xero, bank and card reconciliation, and your year-end package. Growth is $750 a month and adds payroll and a quarterly review meeting. CFO is $1,900 a month and adds forecasting, cash planning and board reporting.
Your books are closed by the 15th of the following month and you get a one-page summary with profit, cash and anything that looks off. Every package has a named bookkeeper who answers your questions within two business days.
What is included
- Essentials $350/mo: bookkeeping and year-end
- Growth $750/mo: adds payroll and quarterly reviews
- CFO $1,900/mo: forecasting and board reporting
- Books closed by the 15th each month
- QuickBooks Online and Xero
Common questions
Can you catch up books that are months behind?
Yes. Catch-up work is quoted as a one-time fee, usually $150 to $300 per month of records.
Is there a contract?
Packages run month to month with 30 days notice.
Other services
Individual tax returns
Federal and Wisconsin returns, prepared and reviewed by a CPA.
Business tax returns
S corporation, partnership and C corporation returns, plus the owner's personal return.
Payroll
Paychecks, tax deposits and year-end W-2s, handled.
Questions before you book?
Or call (555) 010-2291.