Our Packages

Basic
$350per month
  • Monthly Reconciliation with QBO & Ivy
  • 2 Accounts (Up To 100 Transactions)
  • Quarterly Financials
  • Monthly A/R Report
Essentials
$475per month
  • Monthly Reconciliation with QBO & Ivy
  • 2 Accounts (Up To 100 Transactions)
  • Quarterly Financials
  • Monthly A/R Report
  • Corrections/Support (3 PO postings per month)
  • Booking Returns (3 per month)
  • Booking Tax Paid Purchases (3 per month)
  • Monthly Open PO Reports
Elevated
$875per month
  • Monthly Reconciliation with QBO & Ivy
  • 2 Accounts (Up To 100 Transactions)
  • Quarterly Financials
  • Monthly A/R Report
  • Corrections/Support (5 PO postings per month)
  • Booking Returns (3 per month)
  • Booking Tax Paid Purchases (3 per month)
  • Monthly Open PO Reports
  • 1099 Filings (5 contractors)
  • Quarterly or Annual Sales Tax Filing (California)and/or Sales Tax Liability Reports
  • Quarterly calls to review your financials with your dedicated bookkeeper
  • Inventory adjustments (up to 3 per month)
  • Monthly client service billing (3-6 clients per month)
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