
Monthly Maintenance Fee – $50/month
This mandatory fee covers:
- Regular email correspondence and check-ins
- Minor adjustments or support
- Time spent managing your account outside core services
💡 Ensures consistent, proactive service for every client.
Recommended Plans
Quick-start your business with confidence.
Small Business
- Monthly Maintenance Fee ($50)
- Ongoing Bookkeeping ($50)
- Contractor Management ($50)
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- –
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Agency
- Monthly Maintenance Fee ($50)
- Ongoing Bookkeeping ($50)
- Contractor Management ($50)
- Accounts Receivable Management ($75)
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- –
Commercial
- Monthly Maintenance Fee ($50)
- Ongoing Bookkeeping ($50)
- Contractor Management ($50)
- Accounts Receivable Management ($75)
- Accounts Payable Management ($100)
Customize Your Plan
Choose the services that best suit your business
| Services | Price |
|---|---|
| Ongoing Bookkeeping
Incl: Transaction categorization, bank/credit card reconciliations, monthly financial review |
$50/month |
| Bookkeeping Clean-Up
Incl: Incomplete or inaccurate books, prior-period corrections, bank/credit card reconciliation backlogs, misapplied transactions, undeposited funds issues, A/R or A/P corrections from prior months *Clean-up is always completed before monthly services begin |
$95/hour |
| Contractor Management
Incl: tracking contractor payments, ensuring proper categorization, monthly contractor summary, prep for 1099 filing (filing billed separately) |
$50/month |
| Employee Payroll Support (Non-Filing)
Incl: payroll review & reconciliation, payroll journal entries, benefits & deduction tracking, liaison support with payroll provider |
$75/month |
| Accounts Receivable Management
Incl: Invoice creation & delivery, payment tracking, customer balance monitoring and monthly A/R aging report |
$75/month |
| Accounts Payable Management
Incl: bill entry & categorization, vendor tracking, payment scheduling (client approval required) and monthly A/P aging report |
$100/month |
| Year-End Review
Incl: year-end reconciliation review, Balance Sheet and Profit & Loss review, tie-out contractor/employee/tax accounts and a CPA-ready financial package |
$250/year |
Contact Me
If you’re interested in learning more about my services and how I can support your business needs, please use the calendar below to schedule a free consultation at a date and time that works for you.