Bookkeeping Service Packages
Select the package and services that fit your business, then confirm your contact preferences and review pricing details before signing.
Client and Business Information
Full Name
*
First Name
Last Name
Business Name
*
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method
*
Phone Call
Text Message
Email
Business Type
Please Select
Sole Proprietorship
LLC
Partnership
Corporation
Nonprofit
Other
How long have you been in business?
Approximate number of monthly transactions
*
Number of bank and credit-card accounts
*
Current bookkeeping software
*
Please Select
QuickBooks
Wave
Xero
Spreadsheet
None
Other
Do you need catch-up bookkeeping?
*
Yes
No
If yes, how many months are needed?
Do you currently have payroll?
*
Yes
No
Approximate number of employees or contractors
Package Selection and Additional Services
Package Selection
*
Monthly Bookkeeping — $350 per month
Catch-Up Bookkeeping — starting at $350 for one month; final price depends on how many months and the condition of the records.
Additional Services Needed
Bookkeeping setup — starting at $150
Catch-up bookkeeping — starting at $250 per month needed
Payroll assistance — $100
1099 Contractor Preparation — $125 per contractor
Payroll Assistance — $150
Additional transactions — $50 per 50 transactions
None
Acknowledgment, Consent, and Signature
I understand that final pricing may vary based on transaction volume, number of financial accounts, requested services, and the condition of my records. Bookkeeping software subscriptions are not included unless stated in my written service agreement.
*
I understand that final pricing may vary based on transaction volume, number of financial accounts, requested services, and the condition of my records. Bookkeeping software subscriptions are not included unless stated in my written service agreement.
I agree to be contacted regarding my bookkeeping request by phone, text message, or email.
*
I agree to be contacted regarding my bookkeeping request by phone, text message, or email.
Electronic Signature and Date
*
Submit
Submit
Should be Empty: