Customized Bookkeeping Packages

for Real Estate Portfolios or Businesses

Streamlined financial management with tailored solutions to fit your needs—choose from Essentials, Accelerator, or Legacy packages.

Bookkeeping

Essentials Package

$399/mo

  • Support for 1-2 bank accounts and 1 credit card account (up to 50 total transactions per month).

  • Monthly transaction classification and account reconciliations.

  • Quarterly financial statements to track your business performance.

  • End-of-year financial package for seamless tax preparation.

Bookkeeping

Accelerator Package

$549/mo

Includes everything from the Essentials Package, plus:

  • Support for up to 5 total accounts (up to 250 transactions per month).

    Integration with 1 payment gateway (e.g., PayPal, Venmo, Stripe).

  • Customized and automated financial reports tailored to your business needs.

Bookkeeping

Legacy Package

$799/mo +

Fully Customized:

Includes everything from the Accelerator Package, plus options such as:

  • Support for 6+ accounts and/or over 250 monthly transactions.

    Integration with multiple payment gateways for comprehensive tracking.

  • Payroll management for seamless employee and contractor payments.

  • Weekly transaction classification for up-to-date financial records.

  • Monthly depreciation of fixed assets for accurate reporting.

  • Monthly performance reporting for consistent business insights.

  • Monthly review of loans to track balances and ensure accurate reconciliation.

To Add Bookkeeping - Legacy Package Schedule a Zoom