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-BOOKKEEPING PRICING PLANS-

All Plans Include

  • Transactions Entered Monthly
  • Bank/Credit Card Reconciliations
  • Month End Financial Reports
  • Unlimited Support
  • Sales Tax Filing
  • Communication with your CPA or Tax Preparer

Optional Add On’s

  • Full Service Payroll
  • Budgeting
  • Transactions Entered Weekly
  • Upgraded reporting and analysis
  • Accounts Payable/Bill Pay
  • Monthly financial consulting

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0$ /month

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Bank Transactions/ Credit Card Transactions

How many monthly transactions do you average per month on your bank statements?

Please include total between all organization credit cards.

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Payroll

Would you like to add Simplified Payroll via Gusto ($39 per month + $6 per employee per month)

Would you like to add Payroll services via Gusto?

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Payroll Price Estimator

$39 per month + $6 per employee per month

Any employees who received tips. All tips (Cash and Credit Card) are required to be reported by organizations with tipped employees.

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Budgeting

Would you like to include our annual budgeting services?

Simply put, having a budget and sales projections on paper is step one to tracking and achieving goals and managing costs. We will assist you in developing your budget. We'll input it and update it as needed throughout the year.

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Setup Fees (One Time)

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Purchasing

Free up time by having us enter and pay bills! You'll upload all of your bills via email or a bill pay app we use, we'll make sure they are input, you'll approve, and a check will be printed and sent out to the vendor.

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Bill Pay Price Estimator

All prices include a subscription to a bill pay software.

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Sales

This includes any software outside of your accounting software you record and track sales/donations (Shopify, Ebay, Donation Software, Practice Management Software, etc).

For most organizations to reduce fees, we recommend a monthly entry of sales/donations in QuickBooks Online as specific sales reports are available in your Point of Sale System. However, If you'd like Daily or Weekly sales entered on the books, please indicate. If you have a Point Of Sale that directly integrates with QuickBooks Online, we should be able to import each sale into QBO without an increase in our monthly fees.

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Bank Accounts/ Credit Card Accounts/ Loans

Business Checking, Savings, Money Market, PayPal. This helps us determine how many accounts we'll need to reconcile each month.

Please include each individual card that has activity on the card.

This includes lines of credit, car loans, bank loans, etc that need to be reconciled each month.

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Final Estimated Quote Amount

The final estimated price is :

/month

Quote Summary From The Trellis Club

DescriptionInformationQuantityPrice
Discount :
Total :/month

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