Our Services
Simple, reliable bookkeeping support for small businesses and nonprofits
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.
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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
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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.
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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
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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.
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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
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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.
990 &
Tax Filing
Coming Soon
We’re in the process of becoming Enrolled Agents and we’ll have the capability of helping existing clients with 990 and tax filings soon.
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.
