Bookkeeping & CPA Packages

Starter Bookkeeping Packages include:

  • Quickbooks Online Subscription
  • Receipt Bank or Hubdoc for easy paperless record keeping.
  • Healthy Business Checkup – monthly budget review, up to 3 bank and/or credit card reconciliations, and financial statements to show exactly where your business stands
  • Unlimited email, text and monthly phone support up to 1hr

Virtual Bookkeeping includes:

  • Quickbooks Online or Xero Subscription
  • Receipt Bank or Hubdoc for easy paperless record keeping.
  • Annual Budget forecasting and projections
  • Monthly Financial Statements
  • Reconciliation up to 5 bank and credit card statements
  • Assist in setting up automated procedures
  • Monthly Business Strategy & Financial Review meeting, up to 1 hr
  • Assist with Sales Tax Filing
  • Unlimited email, text and phone support
  • Inventory Setup and assistance
  • Payroll processing, Annual W2’s & 1099 Processing


Getting everyone paid, on time. Our team can automate the payroll process directly from your accounting software.

  • Direct Deposit for all employees
  • IRS and State Tax Reporting
  • EFTPS Tax Deposits
  • Easy to understand monthly, quarterly and annual payroll tax reports
  • Annual W-2, and 1099 Forms.
  • Customized reports for Employee Vacation, Sick or Personal Day accruals
  • Filing of New hire reports
  • Post-payment Payroll services: when you manually prepare your payroll, we will ensure it is recorded timely, and accurately.
  • W-2 Processing, 1099 Processing


In order to fairly offer you the most value and an accurate price for our bookkeeping or payroll services, we will need to know more about your individual business and what your needs are. We pride ourselves in being very affordable, by providing custom services to help you stay within your budget.