Bookkeeping (Monthly Package)

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By submitting this form and payment, I agree that I am reserving a spot in the Bookkeeping Monthly Package and that this purchase is non-refundable. I understand that I will receive a separate Agreement outlining the full terms of this engagement, and that letter must be signed before any work begins.

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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)

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