Services & Pricing
Well-Balanced Bookkeeping provides a wide variety of monthly plans & additional services to suit the needs of your small business.
***Please note that these packages are for illustrative purposes only. We can work from these and tailor a plan around your specific needs.***
Boutique Plan
Perfect for start-ups and small businesses with up to 50 transactions monthly and 1-2 financial accounts (bank, credit card, loan)
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Account Reconciliations
Bank accounts, credit card accounts, loan accounts
Entry and categorization of expenses and income into accounting software
Monthly Financial Statements
Balance Sheet
Income Statement
General Ledger
Statement of Cash Flow
General business advice and consulting
Tax Time Liaison with your CPA
Cloud-Based accounting software subscription (Quickbooks Online-Essentials or lower plan)
Starting at $350 Monthly
($325 if prepaid annually)
Standard Plan
Perfect for Small Businesses with up to 100 transactions monthly and 1-5 financial accounts (bank, credit card, loans), and needs cash or modified-accrual accounting
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Account Reconciliations
Bank accounts, credit card accounts, loan accounts
Entry and categorization of expenses and income into accounting software
Monthly Financial Statements
Balance Sheet
Income Statement
General Ledger
Statement of Cash Flow
General business advice and consulting
Tax Time Liaison with your CPA
Cloud-Based accounting software subscription (Quickbooks Online- Essentials or lower plan)
Monthly accrual expense calculations and journal entries (if needed)
Starting at $475 Monthly
($450 if prepaid annually)
Corporate Plan
Perfect for growing businesses with up to 300 transactions monthly, 1-8 financial accounts, and full-accrual accounting
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Account Reconciliations
Bank accounts, credit card accounts, loan accounts
Entry and categorization of expenses and income into accounting software
Monthly Financial Statements
Balance Sheet
Income Statement
General Ledger
Statement of Cash Flow
General business advice and consulting
Tax Time Liaison with your CPA
Cloud-Based accounting software subscription (Quickbooks Online-Essentials or lower plan)
Monthly accrual expense calculations and journal entries (if needed)
Revenue Recognition for accrual-based accounting
Starting at $650 Monthly
($625 if prepaid annually)
DIY -Monthly Checkup
Perfect for the DIY business owner who needs a little help along the way. (NOTE: all transactions are recorded by client)
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Monthly or quarterly review of transactions and journal entries
Suggestions on re-classifications or adjusting journal entries.
Review of bank, loan and CC reconciliations
Review of balance sheet and income statement
30 minute Financial Review call each month
$100 Monthly
Add-Ons
These services will be added to the monthly plans at additional cost
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Sales tax filings
Quickbooks Online complete setup (one-time fee)
Accounts Payable (bill pay) and Accounts Receivable
Payroll Processing and 1099s
Behind Cleanup- are you months or years behind on your accounting? Let us help you get back on track
Custom Pricing
(Please setup an appointment to discuss)
