Premium Bookkeeping Services

Description

• Recurring Monthly Subscription: [$999 / month]
• One-time Setup Fee: [ $299]
  
• Please note: Final pricing is subject to an initial assessment of transaction volume, number of platforms, and complexity of integrations.
  Service Inclusions (What you will do):
• All services from the Monthly Bookkeeping – Growth package, PLUS:
  
• Monthly reconciliation of up to 5 business bank accounts and 3 business credit card accounts.
• Integration and ongoing reconciliation of up to 3 e-commerce/platform integrations (e.g., Shopify, Amazon, Stripe, PayPal).
• Advanced custom QBO reports and dashboards tailored to specific KPIs (e.g., profitability by product line/service, detailed expense analysis).
• Basic Accounts Payable (bill entry) and Accounts Receivable (invoice entry) management (up to [20] bills/invoices per month).
• Quarterly financial review meetings (up to 60 minutes) for in-depth discussion and strategic insights.
• Annual budget vs. actual reporting and analysis.
• One financial cleanup/catch-up month (up to 100 transactions) included at no extra charge upon onboarding.
  Service Exclusions (What’s not included):
  
• Full payroll processing and related tax filings.
• Complex inventory valuation methods (e.g., FIFO/LIFO tracking outside QBO).
• Comprehensive fractional CFO services or investment advisory.
• Direct tax preparation or filing with government authorities.
• Any CPA-licensed services (e.g., tax preparation, audit, assurance).