Packages

Below is just a sampling of our Package offerings. All clients start with a free consultation where we customize and tailor a plan specific to the individual needs of your business while respecting your budget.

Basic

Starting at $250/month, includes:

  • QuickBooks Online Discount

  • Receipt Management Assistance

  • Monthly Account Reconciliation (up to 1 account/ 50 transactions)

  • Quarterly Profit Reports

  • Quarterly Financial Management Reports

  • Unlimited Email Support

  • 30 Minutes Phone/Video Support per Quarter

  • Basic QuickBooks Training

Premium

Starting at $550/month, includes

  • QuickBooks Online Included

  • Receipt Management Application

  • Monthly Reconciliation- up to 5 accounts/250 transactions

  • Monthly Financial Management

  • Monthly Profit Reports

  • Unlimited Email Support

  • Phone/Video/In-person Monthly or Quarterly Review

  • Enhanced and On-Going QuickBooks Training

  • Liaison with Accountant at Year-End

  • Budget Assistance and Tracking

Extended

Starting at $350/month, includes:

  • QuickBooks Online Included

  • Receipt Management Application

  • Monthly Reconciliation- up to 3 accounts/ 150 transactions

  • Monthly Profit Reports

  • Monthly Financial Management Reports

  • Unlimited Email Support

  • Phone/Video/In-person Monthly or Quarterly Review

  • Enhanced QuickBooks Training

  • Liaison with Accountant at Year-End

Just starting out?

Just starting out? Income not high enough to afford a bookkeeper (Yet!!)?  Have the time to care for your own books but not the know-how?   We can train you!  We offer discounted QuickBooks Online memberships and in-depth training for start-ups and small business owners.   

Need more details? Contact us.

We are here to assist. Contact us by phone, email or via Facebook.

(617) 816-1475  

info@bookkeeperbytrade.com

Boston, MA

© 2020 Bookkeeper by Trade

  • Facebook - Black Circle