Our Packages

Entry
$379per month
  • Monthly Reconciliation with QBO & Ivy
  • 2 Accounts (Up To 100 Transactions)
  • Quarterly Financials
  • Monthly A/R Report
Essentials
$579per 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
  • Booking Tax Paid Purchases
  • Monthly Open PO Reports
Elevated
$1149per 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
  • Booking Tax Paid Purchases
  • 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
  • Monthly client service billing (3-6 clients per month)