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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 option
    Package + Onboarding$650.00/mo
  • Preferred option
    Package + Onboarding + Invoice Management$800.00/mo
  • Preferred option
    Pay Annually and SAVE! (No Invoice Management)$7500.00
  • Preferred option
    Pay Annually and SAVE! (Includes Invoice Management)$9250.00

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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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. 

  • Total payment
  • 1xBookkeeping (Monthly Package)$0
    -+

All prices in USD

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