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Chart on the digital tablet screen.

Bookkeeping Services

Our goal is to keep your books organized and stress-free, so you always know where your business stands. We intend to give you back the time you need to serve your clients and grow your business. 

Pricing

Cavalier On Path

Primary Plan 
$500/Month

Up To 100 transaction posted
Reconcile 1-3 bank account or credit card accounts 

Dog in flower meadow

Growth Plan
$750/Month

Up to $250 transactions
Reconcile 4-6 bank or credit card accounts
Accounts Receivable tracking
Quarterly review call (30 minutes)

Dog Running Outdoors

Professional Plan
$1000/month

7-10 bank or credit card accounts
Up to 400 transactions
Sales Tax tracking & filing support
Monthly strategy call (30 minutes)
Balance Sheet Monthly

What is included in each plan?

  • Set up QuickBooks Online 

  • Set up secure data transfers 

  • Unique Chart of Accounts setup based upon your business 

  • Monthly bank account reconciliations by the 15th

  • Monthly credit card reconciliations by the 15th

  • Monthly Standard Reports by the 15th

  • Unlimited Emails and Phone Calls

  • Monthly and/or Quarterly reporting communication with your CPA

  • End Of Year Tax preparation for CPA

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