Once we understand your business goals, we’ll provide a clear onboarding fee to get you started. Whether your books have gotten a bit messy over time or you just need reliable ongoing support, we’re here to help.

Our onboarding is followed by a monthly package designed to keep everything organized and up to date. Clean books do more than look good—they give you clear, objective insight. Numbers don’t lie. They help you track and understand your finances. Which allows you to make smarter business decisions.

Onboarding

Our onboarding process sets a strong foundation by organizing your financials, aligning your accounts, and ensuring everything is structured correctly from the start.

  • Pre-onboard meeting – Discuss objectives, timeline and establish appropriate access needs

  • QB Online set up- new users or QB Desktop migration

  • Chart of Accounts: Clarify & aligned to business goals

  • Bank and Credit card connectivity and bank transaction categorization

  • Sales Tax liability accounting set up

  • Reconcile accounts to include prior and current year, as needed

  • Post Onboarding review meeting

Bookkeeping

Your time is valuable – whether you use it to do the work, make new sales or recharge with those you love. We’ve got the day-to-day transactions covered- so you don’t have to think about it.

  • Bank Account Reconciliation

  • Credit Card Account Reconciliation

  • Monthly Financial Reports

  • Trustworthy Virtual Bookkeepers stay on top of it

  • Discuss how the numbers are aligned to your business goals

Package 1 – Good

Starting at $449/month

Best for: Businesses that need basic monthly bookkeeping maintenance.

Includes:

  • Monthly expense downloads and categorizing

  • Monthly reconciliation for 2 accounts

  • Monthly financial reports within 25 days of month close
  • Response time under 3 business days

  • Income and expense categorization

  • Monthly Profit & Loss reports

  • Annual meeting with your accountant

  • Quarterly financial recap

SquadwareOne Users

  • SquadwareOne Expertise

  • Matching customer payments to bank deposits
  • SquadwareOne product/service customization

Package 2 – Better

Starting at $549/month

Best for: Businesses that need more in-depth bookkeeping maintenance.

Includes everything in Package 1, plus:

  • Weekly expense downloads and categorizing
  • Monthly reconciliation for up to 3 accounts
  • Financial reports within 14 days of month close
  • Sales tax reminders
  • Response time under 2 business days
  • Weekly Profit & Loss reports

  • Monthly financial recap

  • Quarterly meetings with your accountant

Package 3 – Best

Starting at $649/month

Best for: Faster turnaround, additional support, and deeper financial visibility.

Includes everything in Package 2, plus:

  • Monthly reconciliation for up to 5 accounts
  • Financial reports within 5 business days of month close

  • Response time within 1 business day

  • Monthly financial recap

Available add-on services to any monthly package:

Budget Build

Develop

Maintain

Analyze

Accounts Receivable & More

Accurate A/R Reporting & Clean Balance Sheet.

One-Time Tune Up

One-time fee; requires minimum 6-month sign-up.

Financial Analysis

Supports financial decision-making & goal setting.

Pricing Note:

We hate adding asterisks to pricing…So, we didn’t.   However, these prices depend on many factors.   A price will be determined based on an initial business assessment