Services & Pricing
I’m in the process of switching from an hourly-based model to a flat monthly fee because…
I want to be available; take time to respond to your emails and be a resource throughout the month.
Simplified billing means less admin time and more time I can spend helping you and your business.
Flat fee billing means predictable cash flow and expenses for you!
Monthly Maintenance
I have three tiers (conveniently labeled by frog size) which are organized by bookkeeping services, not the volume/complexity of your books, so a larger company on tier one might pay the same amount as a smaller company on tier two.
Tier 1 (Peeper)
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Monthly bank and credit card reconciliations (monthly book closing)
Quarterly tax payments
Unlimited help via phone and email (available during business hours)
1 check-in session a month (includes P&L, Balance Sheet Reports, A/R and A/P Aging Reports )
Expense and income categorization
1099 management annually
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Tier 2 (Wood Frog)
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A/R services including invoicing customers/clients, sending monthly statements, recording payments and deposits, and sending paid invoices
Project tracking and percent completion invoicing
2 check-in sessions a month
Simple budgets and projections
Inventory reconciliation
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At bookkeeper’s discretion, Tier 1 services may be done quarterly.
Nothing is set in stone. If you’d like to negotiate, let me know and we’ll see if we can work something out!
Tier 3 (American Bull Frog)
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Full A/P services
More complex reporting
Budgeting and projecting
Daily entering of sales summary
Inventory management and reports (limits based on volume of inventory may apply)
Weekly check-in sessions
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Catch Up
I offer a holistic approach to catch up. Being behind on bookkeeping or taxes can trigger shame and anxiety, and this is something I keep in the forefront of my mind when working with you.
Once we get you caught up, we do some analysis: how did you get behind and how to you make sure it doesn’t happen again? What systems can we build that best works for you, your business, and your brain chemistry?
Any clean up of 12 months or more has a minimum $800 fee which covers the first 8 hours of work, any additional hours are charged at $75/hour.
Occasional clients with uncomplicated books (single person service businesses taxed as a sole-proprietorship) will have a lower minimum of $300, but this is at the bookkeeper’s discretion.
Consulting
Already comfortable with doing your own bookkeeping, but have a few questions? I offer a 2-hour consulting session (either in-person or virtual) where you can ask questions about best practices, software, and general financial management. This is also a good option for businesses who are just starting out and don’t yet need recurring bookkeeping help, but want to get off on the right foot. This is a flat fee of $200.
System Set-Up, Integration, and Optimization
Whether you’re starting your business, expanding, or just looking to make things more efficient. I can help you integrate with point of sale machines, bill payment systems, external payroll software (such as Asure or Paychex).
For clients who are anticipating monthly maintenance, bookkeeping set up is rolled into the flat monthly fee. For all other businesses, they should book a consulting session and any additional time required is charged at $75/hr.