Monthly package
Bookkeeper Package
Accurate, up-to-date books, monthly financial statements and tax-ready records, kept by an experienced bookkeeping team.
What you get each month
- Income statement, balance sheet and cash flow statement
- Every bank and card account reconciled
- Receipts organized and filed digitally
- Year-to-date comparisons
- Records ready for your tax preparer
When it fits
- You spend hours every week on bookkeeping
- You worry about mistakes in your records
- Tax season means a scramble to get organized
- A full-time bookkeeper is not yet worth the cost
Compared with hiring a full-time bookkeeper
The package costs a fraction of a senior hire, and you can scale it up or down.
| Bookkeeper Package | Full-time bookkeeper | |
|---|---|---|
| Cost a month | From $1,500 | About $5,400 to $6,500 |
| Who you get | Our bookkeeping team | One person, plus recruiting and benefits |
| Commitment | Month to month | An annual salary |
Full-time cost uses a salary of $50,000 to $60,000 plus about 30% for benefits and overhead.
How it starts
- 1Free consultation. We talk through how your books are kept today and what you need.
- 2Set-up. We connect to your accounting system and agree the monthly schedule.
- 3Through the month. Transactions are recorded and accounts reconciled as they come in.
- 4Every month. You receive your statements and a review call.
Questions
Which accounting software do you work with?
QuickBooks Online, QuickBooks Desktop, Xero and NetSuite. Ask us about anything else.
Can I move to the Controller package later?
Yes. You can change packages as the business grows.
Do you file my taxes?
Your books are kept ready for your tax preparer. Tax filing is a separate service.
Other packages
| Package | What it covers | From | |
|---|---|---|---|
| Bookkeeper This page | Accurate books, reconciliations and monthly statements | $1,500 a month | |
| Controller | Budgets, cash forecasts and management reporting | $3,500 a month | View |
| CFO | Strategy, board reporting and capital planning | $5,000 a month | View |
| Custom | A mix of services shaped around your business | Quoted after a call | Book a call |
Talk it through first.
Book a free consultation to see whether the Bookkeeper Package fits your business.