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Your business is unique with its own circumstances and requirements. That being said, it is important to give potential clients a basic pricing framework. I will provide a customized price quote after meeting with you and learning more about your business.

Quarterly Package 

Starting @ $150/month

  • Checking account reconciled monthly (up to 50 transactions per month) in Xero.

  • Quarterly Reporting - Income Statement, Balance Sheet, Cash Flow Statement.

  • Meeting to discuss Quarterly Reports.

  • Quarterly support via email/text/phone (up to 3 hours per quarter).

  • Additional services available by quote (Receipt Management, Invoicing, Bill Entry, etc.).

Monthly Package

Starting @ $400/month

  • Checking & credit card accounts reconciled monthly (up to 150 total transactions per month) in Xero.

  • Monthly Reporting (Income Statement, Balance Sheet, Cash Flow Statement).

  • Monthly meeting to discuss Reports.

  • Monthly support via email/text/phone (up to 6 hours per month).

  • Additional services available by quote (Receipt Management, Invoicing, Bill Entry, etc.).

Additional Services

Pricing by Quote Only

  • New Business Setup or Historical Clean-Up

  • Receipt Management

  • Invoicing, Bill Entry, Budgeting (Xero)

  • Payroll (Gusto Payroll)

  • 1099-NEC Record Keeping & Filing (Track1099, Gusto)

  • Website Services (Wix.com, WordPress.com)

  • Database Services (FileMaker Pro)

Additional Notes

  • All pricing by custom quote only.

  • Services paid up front month to month with a 30 day cancellation option.

  • I do not offer hourly billing.

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