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Choose your pricing plan

  • Startup Essentials Package

    599$
     
     
    • Business entity formation (LLC, Corporation, etc.)
    • California SOS Statement of Information
    • EIN (Employer Identification Number) application
    • Business Plan
    • Fictitious Business Name Application if appliable
    • Research for Specialty Licenses/ Permits if appliable (1 HR)
    • Add-ons: Registered agent services: $99/year
    • Add-ons: Customized operating agreement/bylaws: $150
    • Add-ons: Customized employee handbooks & Hiring Packets $150

  • Bookkeeping Essentials

    299$
    Every month
     
    • Basic Bookkeeping 1 Account
    • Categorizing Banking Transactions
    • Monthly Account Reconciliation
    • Monthly P&L Financial Report
    • Payroll for up to 3 employees (if applicable)
    • Basic HR Guidance
    • Monthly 30 Minute Phone Meeting
    • Add-ons: Payroll for more employees: $15/employee per month
    • Add-ons: QuickBooks Setup $TBD
    • Add-ons: Payroll Setup $TBD

  • Business Growth Package

    499$
    Every month
     
    • Comprehensive Bookkeeping 2 Accounts
    • Weekly Financial Reports (profit/loss, balance sheet, etc.)
    • Payroll Management for up to 10 employees
    • Comprehensive HR Support
    • Quarterly Tax Preparation & Filing
    • Customized employee handbooks & Hiring Packets
    • Business Consulting (1 strategic session per quarter)
    • Weekly 1 Hour Phone Meeting
    • Add-ons: $12/employee per month

  • Plan Add-ons

    0$
     
    Free Plan
    • Dispatch Services
    • Additional Financial Accounts
    • Quarterly Tax Preparation & Filing
    • Weekly/Daily Finacial Reports
    • Business Consulting Sessions
    • Cash Flow Analysis
    • Customized Employee Handbooks
    • HR Support (Employee Management)
    • QuickBooks Integration
    • Website Setup
    • Misc Help with projects
    • Customized employee handbooks & Hiring Packets

  • Custom to You

    0$
     
    Free Plan
    • Accounting & Bookkeeping
    • HR Services
    • Tax Filing
    • Financial Planning
    • Business Consulting
    • Business Startups
    • Custom Forms & Handbooks
    • Payroll & Accounting Setup

BOOKKEEPING VS ACCOUNTING

Bookkeeping

Definition:
Bookkeeping is the process of recording daily financial transactions in an organized manner. It’s primarily focused on the day-to-day maintenance of financial records.

Tasks Involved:

  • Recording transactions (sales, purchases, receipts, payments) in accounting software or ledgers.

  • Categorizing transactions (e.g., expenses, income, assets, liabilities).

  • Maintaining accurate ledgers for accounts payable (bills) and accounts receivable (customer payments).

  • Managing payroll (often included as part of bookkeeping for small businesses).

  • Reconciling bank statements to ensure accuracy.

Purpose:
Bookkeeping ensures that the company has an up-to-date, accurate record of its financial activities, which is essential for tracking cash flow and preparing for higher-level accounting tasks.

 

Accounting

Definition:
Accounting involves analyzing, summarizing, interpreting, and reporting financial data to provide insights into the financial health of the business. Accounting is a more strategic function than bookkeeping and often includes tax and compliance services.

Tasks Involved:

  • Preparing financial statements (balance sheet, income statement, cash flow statement).

  • Analyzing financial data to inform business decisions (e.g., profitability, cash flow, budgeting).

  • Filing taxes and ensuring compliance with government regulations.

  • Financial forecasting and budgeting.

  • Managing audits (both internal and external).

  • Preparing management reports and advising on financial strategy.

Purpose:
Accounting is used to understand the overall financial health of the company, ensure tax compliance, and provide actionable insights for growth, investment, or operational efficiency.

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