Initial Setup & Cleanup Period

For the initial setup and cleanup period, bookkeeping cleanup will be billed at a rate of $75 per account, per month of cleanup required. Accounts include checking, savings, credit cards, and any other financial accounts.

Example: 4 accounts requiring 12 months of cleanup = $300/month × 12 months = $3,600 total.

During this period, services include:

• Setting up accounting software (if needed)

• Cleaning up existing bookkeeping records

• Bringing all accounts current

• Organizing and categorizing historical transactions

• Reconciling prior periods as necessary

Ongoing Monthly Bookkeeping Services(Beginning After Initial Setup & Cleanup is Complete)

Monthly bookkeeping services begin at $250 per month, which includes:

• Up to 75 transactions per account

• 1 checking account

• 1 savings account

• 1 credit card account

• Monthly bank and credit card reconciliations

• Monthly Profit & Loss and Balance Sheet reports

Additional Fees

• Each additional bank or credit card account: $50 per month

• Any single account exceeding 75 transactions in a given month: $50 per account, per month

• Payroll journal entries (if payroll is processed by a third party): $100 per month

• Sales tax preparation and filing: $125 per month

Any services outside the scope listed above will be discussed and approved prior to additional billing.