
About
Our Bookkeeping Premium package offers a comprehensive, high-touch solution for businesses that need advanced financial support and hands-on management. This package includes everything in the Bookkeeping Essentials and Bookkeeping Extras packages:
Monthly Transaction Categorization *upgraded to weekly
Bank & Credit Card Reconciliations
Financial Statement Preparation
Secure Cloud-Based Record Keeping
Email Support
Monthly Review Meeting *upgraded see below
Accounts Payable (AP) Data Entry *upgraded see below
Basic Cash Flow Reporting
Plus Premium Features:
Full Accounts Receivable Management – Complete invoicing, payment tracking, and customer follow-up to keep your receivables on track.
Accounts Payable Tracking & Bill Pay – End-to-end management of vendor bills, approvals, and payments.
Journal Entry Accounting – Accurate posting of manual entries to maintain a clean and compliant general ledger.
Custom Cash Flow Reporting – Tailored cash flow insights based on your unique business needs and goals.
Third-Party Integration Support – Assistance integrating with platforms like CRMs, eCommerce systems, or payroll tools.
Weekly or Semi-Monthly Review Meetings – Flexible, recurring check-ins to keep your financials aligned with business performance.
Priority Support – Fast-track response times and direct access to your bookkeeping team.
Perfect for established or scaling businesses that need full-service financial oversight and real-time insights.
Pricing Note: The rates listed reflect our standard hourly pricing. We also offer a Salary Guarantee Amendment within 30 days post-onboarding, which can transition billing to a flat-rate model, if you choose to accept it. This option provides the same high-quality services at a discounted rate of 10–25% off, depending on the scope and continuity of services requested.