2
Clean Up
Bring messy books back into order.
- Correcting misclassified transactions
- Reconciling bank, credit card and loan accounts
- Reviewing chart of accounts for accuracy and consistency
- Fixing duplicate or missing entries
Priced at your monthly rate × the number of months that need cleaning up.
Your monthly rate is set by transaction volume. See the
Transactions per Month table below.
Cleanup transitions to monthly bookkeeping once the file is
current.
Here is what cleanup
actually costs and why there is no flat price.
See how cleanup works
Free Consultation
3
Catch Up
Get behind books tax-ready.
- Entering and reconciling all outstanding transactions
- Updating accounts payable and receivable ledgers
- Recording payroll and adjusting missed entries
- Preparing financial statements
- Getting books tax-ready so you can file without stress
Priced at your monthly rate × the number of months you're behind.
Your monthly rate is set by transaction volume. See the
Transactions per Month table below.
Free Consultation
4
Bank, Credit Card & Loan Categorization and Reconciliation
Price per month based on transaction volume. Includes 3 accounts
(bank, credit card or loan). Additional accounts are $50 per month
per account.
| Transactions per Month |
Monthly Price |
| 1–100 |
$150 |
| 101–200 |
$275 |
| 201–300 |
$375 |
| 301–400 |
$450 |
| 401–500 |
$525 |
Free Consultation
5
Accounts Payable & Accounts Receivable
Volume is based on the number of bills paid or invoices created.
The client provides and maintains user access to their preferred
software (e.g., Bill, Melio, QBO) and covers all direct software
and transaction fees.
Free Consultation
6
Payroll, 1099 & W-2 Preparation
Run payroll, manage direct deposits, all state and federal filings
and time tracking software.
Starting at $125 per month, priced by employee
count
See full payroll pricing
Free Consultation
7
Sales Tax Filing
Wyoming Sales Tax
Preparation and electronic filing of Wyoming Sales & Use
Tax returns.
$25 per month
Multi-State Sales Tax
Preparation of Sales & Use Tax returns for multiple
states.
Varies by filing requirements
Free Consultation
8
Inventory Management
- Inventory & COGS tracking
-
Monthly reconciliation of your inventory assets against your
provided physical counts
- Ensures cost of goods sold is accurate
-
Does not include SKU-level management or physical counting
-
Custom pricing based on inventory method and
volume
Free Consultation
