BOOKEEPING SERVICES
Packages indicate price points for typical levels of service. Your customized package will be based on your specific business needs.
Followed by your 45 minute consultation, I will customize a package that includes options and pricing tailored to fit your business needs.
Services outlined in your bookkeeping package are at a fixed monthly cost.
Bi-annually we will review your package to make sure it continues to meet your business needs.
30 Day Notice of Service Cancelation is Required.
No Long Term Contracts.
Contact ME to Schedule your Complimentary Consultation!
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SERVICE OPTIONS
Monthly Bookkeeping
**Quarterly Bookkeeping Starting at $250 per month**
Core Package
– Recurring –
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Best for businesses with revenue: under $150,000
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QuickBooks Online account set up and monthly subscription
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Hubdoc (cloud-based financial document storage) account set up and monthly subscription
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Monthly recording, classifying and reconciling of up to 3 Bank/Credit Card accounts
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Up to 150 transactions
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3 Monthly Financial Reports (explained for clarity)
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Unlimited Email Support
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No Contract (30 days notice required to cancel)
Starting at $295/per month
Standard Package
– Recurring –
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Best for businesses with revenue: under $350,000
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QuickBooks Online account set up and monthly subscription
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Hubdoc (cloud-based financial document storage) account set up and monthly subscription
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Monthly recording, classifying and reconciling of up to 4 Bank/Credit Card accounts
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Up to 250 transactions
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3 Monthly Financial Reports (explained for clarity)
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Unlimited Email Support
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No Contract (30 days notice required to cancel)
Starting at $495/per month
Premium Package
– Recurring –
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Best for businesses with revenue: over $350,000
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QuickBooks Online account set up and monthly subscription
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Hubdoc (cloud-based financial document storage) account set up and monthly subscription
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Monthly recording, classifying and reconciling of up to 5 Bank/Credit Card accounts
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Up to 400 transactions
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3 Monthly Financial Reports (explained for clarity)
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Unlimited Email Support
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No Contract (30 days notice required to cancel)
Starting at $695/per month
Add-On Services
**Available to add on to your custom package**
Sales Tax Filing
Accounts Payable
1099 Tracking & Filing
Accounts Receivable
**DO YOU HAVE BOOKKEEPING AND/OR ADMINISTRATIVE TASKS THAT YOU DETEST KEEPING UP WITH?
LET’S TALK ABOUT JUST HOW EASY IT CAN BE TO LET ME HANDLE THEM PESKY TASKS FOR YOU!**
setup a meeting
Setup & Training
**Offer: 10% Off with Monthly Bookkeeping Services Added**
Startup & Catchup
– One-Time Projects –
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Your books are nonexistent. You need a professional to create a QuickBooks Online account for you and get your financials up-to-date! Price varies depending on how far back in time you need to go.
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Offer: 10% Off with Monthly Bookkeeping Services Added.
Starting at $350/per month
QBO Setup & Training
– One-Time Projects –
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Your a new business owner and you need a professional to create a QuickBooks Online account for you and help you feel confident in tackling your books yourself from there on!
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Offer: 10% Off with Monthly Bookkeeping Services Added.
Starting at $450/per month
Historical Record Amendment
**Offer: 10% Off with Monthly Bookkeeping Services Added**
Clean Up
– One-Time Projects –
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You are a bit behind!
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I update, fix and organize your books for the past year.
Let me help you clean up your books to set you up for success
Price varies based on how extensive the cleanup is and how current your books are.
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Offer: 10% Off with Monthly Bookkeeping Services Added.
Starting at $350/per month
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Rescue
– One-Time Projects –
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Help! Your books are currently a mess, giving you headaches and stressing you out because your not sure what your doing.
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Let me help you get them up-to-date and tax-ready! So you can begin to see the financial health of your business at any given time.
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I’m here to help! Whether you continue working with me or decide to tackle the books yourself from there!
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Offer: 10% Off with Monthly Bookkeeping Services Added.
Starting at $450/per month
Annual Tax Preparation
**Offer: 10% Off with Monthly Bookkeeping Services Added**
Tax Prep
– One-Time Projects –
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Yearly tax preparation for both individuals and businesses.
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Note: I will be taking new tax clients for the 2023 filing season. Please join the waitlist and I will reach out to you with my availability.
Starting at $250/Individual & $450/Business
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Join the waitlist!
READY TO GET STARTED?
ONBOARDING DETAILS
Take a look at what the on boarding process will look like, given we are a good match for each other:
Step 1:
Free Consultation
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Complete the short “Discovery Form” survey upon scheduling a Free Consultation
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I ask simple questions to get to know your business before the consultation
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We will do a phone or video consultation, whichever you prefer!
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All decision makers/owners must be present for the consultation
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Read-only access to current records and Financial/Bank Statements may be requested
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If all goes well on your end and mine, a Proposal will be presented after my initial analysis.
Step 2:
Engagement Letter
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Once the Proposal is approved/signed, an Engagement Letter will be presented
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This is a written agreement between Sungold Accounting, LLC and your company. It will define the scope of work to be performed
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Must be signed by all owners/partners and retainer fee or first month’s payment received before starting work
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NO CONTRACTS – month-to-month, with 30 days notice (on both ends!)
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Monthly payments automatically deducted
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Fees are TAX-DEDUCTIBLE!
Step 3:
Setup & Maintenance
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Already use QBO? Great! All I would need is an invite for access
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New to QBO? No problem, we can handle the setup/migration for a one-time fee and determine the best software billing option for your company.
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Once set up, transactions will be pulled from your bank daily and then matched and reconciled on a weekly or monthly basis
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You will be given a list of instructions of what I need on a monthly basis for things to run smoothly on my end
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At Quarter or Month-end, I will send a pre-recorded video analysis of your financial reports