Our Services

Simple, reliable bookkeeping support for small businesses and nonprofits

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services we offer

Monthly Financial Reports

Annual Review Meeting

Payroll services

contractor & bill Payments

Sales Tax filing

1099 filing

Invoicing

Receipt Matching

QB Cleanup/Setup

Budgeting

Accruals & Journal Entries

CRM/Sales Integration Sync to QB

Account reconciliation

Transaction categorization

Managed Email or other Admin Tasks

990 Category Tracking

Bookkeeping Pricing

Not everyone requires every service listed above, and transaction volume and complexity varies greatly between businesses. After we have a discovery call and the chance to review your existing Quickbooks account, we will provide you with a customized quote that is based on your business's needs, volume, and complexity. The ranges below are meant to give you an idea of what you can expect to pay.

Simple

$250-375/mo

For: One-person businesses, freelancers, and new nonprofits with simple bookkeeping & payroll structures.

  • Pays $250/mo

    • Nonprofit, 2 years in business

    • Cash Basis Accounting

    • 1 checking account, 1 credit card with combined 50 transactions/mo

    • No Payroll

    • 1-5/mo contractor & bill payments

    • Simple Admin, Program, Fundraising expenses

    • No restricted donations or grants to track

  • Pays $375/mo

    • S-Corp, 7 years in business

    • Accrual Basis Accounting

    • 3 different checking, savings, and credit card accounts with combined 150 transactions/mo

    • Monthly auto-recurring payroll for 1 employee

    • 5-7/mo contractor & bill payments, including 1099 filing

    • 5-10/mo invoices sent to customers

developed

$400-975/mo

For: Growing teams, organizations with multi-employee or multi-state payroll, and businesses needing additional structure and more robust reporting.

  • Pays $500/mo

    • Nonprofit, 25 years in business

    • Accrual Basis Accounting

    • 5 different checking, savings, credit card, & investment accounts with combined 100 transactions/ mo

    • Monthly Payroll for 4 employees in 2 different states

    • 2-5/mo contractor, bill payments & reimbursements, including w9 collection

    • Track Program, Admin, Fundraising Spending

    • Record Donations in QB per CRM

    • Send invoices for program fees & book purchases as needed- Sales Tax filing for one state/location

  • Pays $850/mo

    • Multiple Sole-Prop LLC's, 8 years in business

    • Cash Basis Accounting

    • 12 different checking & credit card accounts (1-2 per LLC) with combined 400 transactions/mo

    • No Payroll

    • Multiple Rental Properties, Assets, and Depreciation to track

    • 5-10 Contractor & Bill Payments per month, including w9 collection & 1099 filing

    • Class Tracking per LLC in QB

    • Recurring Rent Payments, Follow up on late payments

Established

$1,000-3,500/mo

For: Established businesses and nonprofits navigating multiple income sources, grant requirements, complex payroll, and intricate reporting needs.

  • Pays $1900/mo

    • Nonprofit, 10 years in business

    • Accrual Basis Accounting & Audited Financials (by a CPA)

    • 9 different checking, savings, credit card, & investment accounts with combined 300 transactions/mo

    • Bi-weekly Payroll for 8 employees in multiple states, including splitting each person's pay between programs & admin

    • 10-15 contractor & bill payments, including w9 collection & 1099 filing

    • Restricted Grants & Restricted Fund Balance tracking

    • Control an email address under your domain

    • Donations from multiple sources entered into CRM

    • Collaborate with CPA on 990 filing & annual audit

    • Use QB "Classes" and "Locations" with multiple budgets to track & report

    • Receipt Capture System for all employees with company cards

  • Pays $3200/mo

    • Limited Partnership, 5 years in business with rapid expansion

    • Accrual Basis Accounting

    • 6 different checking, savings, credit card, and investment accounts with combined 400 transactions/mo

    • Bi-monthly Payroll for 5 employees in multiple states

    • 20-30 contractor & bill payments, calculated based on commission %, including w9 collection & 1099 filing

    • Complex Accrual Entries

    • Control an email address under your domain

    • Regular Zoom meetings with owners

    • Multiple Income Sources

    • Use QB "Classes" with multiple Sub-Classes

    • File Sales Tax in Multiple States

    • Inventory Tracking

Other Services

Consulting &
One-Hour Sessions

Cost: $100 for 1 hr call

If you’re managing your own books but want expert eyes on your setup, need help fixing an issue, or want guidance on best practices, a consulting session gives you clear direction and personalized answers.

Book a Consulting Session

990 &
Tax Filing

Cost: $600+

We have two Enrolled Agents on our team and can help existing clients with nonprofit (990), personal (1040), and business (1120) tax filings.

Book a Call

Don’t just Take Our Word for It

“Shannon is extremely organized and professional. Can't say enough about how she helped us scale our non-profit by fixing our accounting processes and has continued to keep this running smoothly month-in and month-out. Perfect fit for our small organization.”

— tim S.

Stop Stressing About Your Books. Start Leading with Confidence.

Work With Us!