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My pricing is completely customized depending on the volume of transactions, number of bank, credit cards, and payment processor accounts, and whether or not you want additional add-on services such as sales tax filings or receipt management. I’ll gather the necessary information during our consultation call, and provide a customized proposal tailored to your unique business needs.

My standard package includes categorization of all transactions, reconciliation of all bank, credit card and payment processor accounts, monthly financial reports, and an annual report package that you can present to your tax preparer for easy tax prep. The base package begins at $345/month for up to 50 transactions a month and 3 accounts.

While we can make sure your business finances are tax-ready, we do not prepare & file income taxes. But, we do put together all the reports & notes your tax preparer will need, and we also provide our contact information, so if they have questions on anything, they can reach out directly to us and we are happy to communicate directly with them so you're not "stuck" in the middle.