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By submitting this form and payment, I agree that I am reserving a spot in the monthly bookkeeping package and that this purchase is non-refundable. I understand that I will receive a separate Engagement Letter outlining the full terms of this engagement, and that letter must be signed before any work begins.
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Choose a pricing option
- Preferred optionPackage + Onboarding$650.00/mo
- Preferred optionPackage + Onboarding + Invoice Management$800.00/mo
- Preferred optionPay Annually and SAVE! (No Invoice Management)$7500.00
- Preferred optionPay Annually and SAVE! (Includes Invoice Management)$9250.00
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Bookkeeping (Monthly Package)$0
PAY FOR THE YEAR AND SAVE! When you pay for the year, we'll waive the set-up fee and your first month's payment.
This package includes:
- Monthly reconciliation of up to 3 bank/credit card accounts in Wave (additional accounts are $150 each)
- Semi-Monthly categorization of transactions from up to 3 bank/credit card accounts, up to 300 transactions/month
- Monthly financial reports
- Quarterly Check-in Calls
- Unlimited access to ask questions
- Assistance with Form 1099 and 1096 reporting (any additional fees required per form for using a third-party filing service will be passed on directly to you with no upcharge)
If you choose the Invoice Management option, you will also receive:
- Monthly Invoicing up to 25 clients
- Follow up on outstanding invoices
With both options, there is a set-up fee added.
Minimum 3 months commitment.
If you have more accounts or more transactions per month, please email support@megkwheeler.com for custom pricing.
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All prices in USD