Package options
Basic
starting at $275/mo
For the client who needs to be tax ready and wants to know their bottom line and needs a boost.
*1 bank account
*Update and categorize transactions
*1 credit card
* No AP/ AR tasks, AP entered by bank transactions and bill copies, AR entered by bank deposits
*Monthly reconciliations
*Monthly financial reports
*Support via email
DOES NOT INCLUDE a clean up or catch up.
No inventory
No outside reports pulled for accounts receivable- categorized from deposits
Advanced
starting at $400/ mo
For the small business who needs to know their monthly bottom line and wants to be tax ready.
*1 or 2 bank accounts
*Update and categorize transactions
*Up to 2 credit cards
* No AP/ AR tasks, AP entered by bank transactions and bill copies, AR entered by bank deposits
*Monthly reconciliations of all accounts
*Monthly financial reports
*Support via email
*Optional 15 minute monthly check-in call to review financials
DOES NOT INCLUDE a clean up or catch up.
No inventory
No outside reports pulled for accounts receivable- categorized from deposits
Premium
starting at $600/ mo
For the small business who needs to know their monthly bottom line and wants to be tax ready.
*2+ bank accounts
*Update and categorize transactions
*2 + credit cards
* No AP/ AR tasks, AP entered by bank transactions and bill copies, AR entered by bank deposits
*Monthly reconciliations of all accounts
*Monthly financial reports
*May need to pull an outside report (Stripe, Paypal, Shopify, etc.)
Optional 15 minute monthly check-in call to review financials
DOES NOT INCLUDE a clean up or catch up.
No inventory
Optional add-ons, pricing depending on volume
- Accounts payable
- Accounts receivable
- Additional outside reports pulled
- Receipt and invoice attachment in QuickBooks Online
- Additional questions or needs? Please include in your email so we can discuss additional services you need!
Additional projects
- Catch up projects – are your books behind and need to be brought up to date? Manage the Books can get you caught up and tax-ready
- Clean up projects – are your books a mess and need to be straightened out? Manage the Books can get you caught up and tax-ready
- Do you have additional needs? Let’s schedule a call to find out how Manage the Books can meet your bookkeeping needs.
we look forward to hearing from you!
managethebooksonline@gmail.com or www.calendly.com/managethebooks
