Starter Package – $300 (One-Time Setup)

🔹 Setup and customization for QuickBooks, Xero, Wave, or your preferred accounting platform
🔹 Chart of accounts tailored to your business structure
🔹 Linking of bank and credit card accounts
🔹 Basic transaction categorization (up to 3 months)
🔹 One-hour training session on how to maintain accurate books

Standard Package – $699 (Setup + Deep Dive)

✅ Everything in the Starter Package PLUS:
🔹 Full transaction review and categorization (up to 12 months)
🔹 Tax-optimized categorization to maximize deductions
🔹 Custom rules and automation setup for efficiency
🔹 Two one-hour training sessions on best practices for your accounting system

Comprehensive Package – $1,299 (Setup + 6 Months Basic Bookkeeping)

✅ Everything in the Standard Package PLUS:
🔹 Full transaction review and categorization (up to 24 months)
🔹 Advanced customization for reporting & tracking
🔹 Basic Bookkeeping support for six months

Ongoing Support Plans (After Initial Setup)

💼 Basic Support – $99/month: Monthly transaction review, financial reports & text/email support
📊 Enhanced Support – $199/month: Monthly review, financial reporting, tax optimization tips, & phone/text/email support
🛠️ Full-Service Bookkeeping – Custom Pricing: Let me handle it all, including categorization, reconciliations, financial reporting, payroll, sales tax, inventory, and general business consulting. Contact me to discuss your needs.