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Customized Packages

Feeling overwhelmed by standardized business services pricing that doesn't suit your business? We recognize the distinctiveness of each business. Through collaboration, we tailor a pricing package for business services that align with your specific requirements. Whether you're a small, medium, or large business, we have a plan crafted to support your current phase. Explore examples of our packages below.

 

Feel free to reach out today to schedule a complimentary consultation.

Bookkeepin

Bookkeeping Package

Starter

Starting at $300 per month

  • Entry and categorization of income & expenses into accounting software.

  • Up to 100 total transactions per month*.

  • Bank account/credit. card/loan reconciliation (up to 4 accounts total)**.

  • Monthly or quarterly financial statements.

  • Services provided monthly or quarterly.

  • Client pays any accounting software subscription fees.

Basic

Starting at $500 per month

  • Entry and categorization of income & expenses into accounting software.

  • Up to 250 total transactions per month*.

  • Bank account/credit. card/loan reconciliation (up to 6 accounts total)**.

  • State sales tax filing.

  • Fixed asset tracking.

  • Monthly financial statements.

  • Month-end adjusting entries & closing.

  • Year end preparation for tax filing (package provided to tax preparer).

  • Client pays any accounting software subscription fees.

Plus

Starting at $750 per month

  • Entry and categorization of income & expenses into accounting software

  • Up to 500 total transactions per month*

  • Bank account/credit card/loan reconciliation (up to 10 accounts total)**

  • State sales tax filing

  • Fixed asset tracking

  • Monthly financial statements

  • Month-end adjusting entries & closing

  • Quarterly review with tax preparer for tax planning

  • Year end preparation for tax filing (package provided to tax preparer)

  • Client pays any accounting software subscription fees

Enterprise

Starting at $1400 a

month

  • Entry and categorization of income & expenses into accounting software

  • Unlimited transactions 

  • Bank account/credit card/loan reconciliation (Unlimited)**

  • State sales tax filing

  • Fixed asset tracking

  • Monthly financial statements

  • Month-end adjusting entries & closing

  • Quarterly review with tax preparer for tax planning

  • Year end preparation for tax filing (package provided to tax preparer)

  • Client pays any accounting software subscription fees

*Plus one-time fee of $250.00 for new software setup (if needed).

Additional Options: 

QuickBooks Setup Package - $250.00-500.00 (one-time service)
*Full advance p
ayment required

· Pricing dependent on size of company and amount of historical data to enter (if any), as well as previous accounting methods used.
· Set up of QuickBooks file for your company - no ongoing monthly commitment, or may be added to a package above
· Customization of all transaction lists and chart of accounts
· Connect to your bank accounts (if supported by your bank)
· Customization of invoices and statements with your company logo
· Price for micro/startup businesses only; additional charges for large businesses

QuickBooks Diagnostic Review - Starting at $250.00 (depending on size of business)
*Full advance payment required
Many times business owners say "My books are a mess, I need you to clean them up." Before I can 'prescribe' a course of action, I need to do an in-depth evaluation of your books. This is very detailed and time-consuming. I require this step prior to quoting you for a cleanup job. At the completion of my review, you will be presented with a report of findings, and provided with an estimated cost for me to fix the items in the report if you choose to engage those additional services. It is up to you to decide at that time if you would like to proceed with the cleanup (see below). If you proceed with a cleanup project, then 50% of the Diagnostic Review payment is applied to the cost of the cleanup project.

QuickBooks Cleanup - Pricing Varies*
*Most common range is $4,200.00-$6,500.00 for an average small business for 12 months
*50% Down Payment, 50% Due Near Completion
Once I have completed a Paid Diagnostic Review (see above) of your books, I will provide you with a quote to clean up the findings presented in the report. Pricing will depend on many factors, including extent of issues found, time periods being cleaned up (one month vs. several years), type of industry, complexity of transactions, etc. It's important to understand that cleanups are very time-consuming for both parties and require a lot of collaboration to collect necessary information from you on certain transactions. Large cleanups can take anywhere from 6-12 weeks.

1099 Preparation
Base charge of $50.00. Each form is $5.00. This includes the cost of e-filing (I only use electronic filing). Any 1099 information provided after January 25th will incur an additional $200.00 rush fee.
Client must provide all vendor information:

  • Name/Business name

  • Address

  • Social Security/EIN #

  • Amount paid for services

  • Any taxes withheld

We will also need the legal information for your business (legal business name, business address, and EIN).
*NOTE: It is up to the business owner to understand the requirements of when to issue a 1099. I cannot make that determination for you. I will only file based on the information you provide, and you attest that it is correct to the best of your knowledge.

Virtual Assistant Services

VA Packages

VA Light

Starting at $300

10 Hours Per Month

All Services 

VA Plus

Starting at $650

30 Hours a Month

All Services 

VA Select

Starting at $1,200

50 Hours a Month 

All Services 

Web Design Package

Web Design

Custom Web Design

Starting at $1200

Custom 5-Page Showit or WordPress Website Design
• 60 min 1:1 Website Strategy Session
• Coming Soon Page
• Link In Bio Page For Instagram
• Legal Pages (2)
• Desktop, Tablet, and Mobile Optimization
• Social Media Integration
• Email Marketing Integration
• Domain Connection
• Basic Search Engine Optimization (SEO)

BONUS:
• Site Management & Live Training
• 30 Days Post Launch Support & Tweaks

TIMELINE:
2-3 weeks

Custom Web Design in 7 Days

Starting at $1600

Semi-Custom 5-Page Showit or WordPress Website
Design
• 60 min 1:1 Website Strategy Session
• Coming Soon Page
• Link In Bio Page For Instagram
• Legal Pages (2)
• Desktop, Tablet, and Mobile Optimization
• Social Media Integration
• Email Marketing Integration
• Domain Connection
• Basic Search Engine Optimization (SEO)

BONUS:
• Site Management & Live Training
• 15 Days Post Launch Support & Tweaks

Operations Packages

Operations Management

Business Operations

Starting at $500

• Administrative Support
• Funnel Building
• Email Management
• Calendar Management
• Course Creation Support
• Data Entry
• Event Planning
• Presentation Design
• Human Resource Management

Project Management

Starting at $1000

• Project Planning
• Efficient Resource Allocation
• Effective communication & collaboration
• Project monitoring and control
• Team Management
• Customer Relationship Management
(CRM)
• Documentation & Reporting.

Systems & Workflows Optimisation

Starting at $700

• Systems Build
(Dubsado, Karta, Kajabi, Clickup & many
more!)
• Automations Setup
• System Strategy
• Workflow Setup
• System Maintenance

Allow us to handle the workload for you—schedule your free discovery call today.

Partners

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