Pricing
We have plans for sole proprietors, startups, small businesses, contractors, and corporate clients.
Here are some of our most popular plans. Call us to get a custom-tailored plan for your business.
Included in ALL Packages:
- Local Back Up of QBO Accounts
- Dedicated Account Manager
- Discounts on Technology, such as QuickBooks Online, QuickBooks Time, and Payroll
- Entering bank transactions and Reconciling Bank Account(s)
- Entering credit card transactions and Reconciling Credit Card Account
- Marking previously entered bills as paid using manual checks or electronic payments
- Preparation & Filing of Annual 1099’s
BRONZE
$650/mo
- 3 DAY Response Time to Inquiries
- ANNUALLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
- ANNUALLY Reconciling Loan Account(s)
SILVER
$950/mo
- 2 DAY Response Time to Inquiries
- QUARTERLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
- QUARTERLY Reconciling Loan Account(s)
- Pay Estimated Income Tax Payments
- Entering and Paying Vendor Bills, Reconcile Vendor Statements
GOLD
$1,425/mo
- 1 DAY Response Time to Inquiries
- MONTHLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
- MONTHLY Reconciling Loan Account(s)
- Engagement with 3rd parties, such as CPA
- Budgeting and Budget vs Actual Reports
- Expense Tracking by segment/location/division and Expense Tracking by customer job
- Pay Estimated Income Tax Payments
- Entering and Paying Vendor Bills, Reconcile Vendor Statements
- Creating Customer Invoices, Record Customer Deposits, Track & Review AR Aging, send statements, follow up on past due invoices
- Creating or Querying Custom Reports
- Prepare & File Sales Tax in 1 State
PLATINUM
$2,850/mo
- SAME DAY Response Time to Inquiries
- WEEKLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
- MONTHLY Reconciling Loan Account(s)
- Engagement with 3rd parties, such as CPA
- Budgeting and Budget vs Actual Reports
- Expense Tracking by segment/location/division and Expense Tracking by customer job
- Pay Estimated Income Tax Payments
- Entering and Paying Vendor Bills, Reconcile Vendor Statements
- Creating Customer Invoices, Record Customer Deposits, Track & Review AR Aging, send statements, follow up on past due invoices
- Creating or Querying Custom Reports
- Prepare & File Sales Tax in Multiple States
- Creating Estimates and/or Sales Orders, Creating Purchase Orders, Receiving Inventory, Making Inventory Adjustments
Add On Services
Payroll Tasks
- $200 – Preparing Paychecks, Paying Payroll Liabilities, and filing state & federal reports. $145 Up to 5 employees per pay run, $25 each additional
- $50 – Sales Commissions
- $50 – Performance Based Bonuses
- Human Resource Services-Only for payroll clients
Initial Setup Tasks
- $500 – Payroll Set Up
- $500 – QuickBooks Set Up
As Needed Services
- $15 – Notary per signature
- $65/hr – QuickBooks Clean Up
- $65/hr – Loan Application Services
Tax Services
- $TBD – Tax preparation
Contact Us
We provide bookkeeping services in Santa Maria, Lompoc, Nipomo, Arroyo Grande, 5 Cities and San Luis Obispo, California.
805-332-3425 or 888-249-8424
204 E. Enos Drive, Suite D4 Santa Maria, CA 93454
M-F: 9am-5pm, S-S: Closed
