BookSmart Bookkeeping

Bookkeeping Services for new, young and growing businesses:

Books Setup

Ideal for new businesses that are brand new or open less than a year. Includes setting up your chart of accounts; enrolling bank feeds; creating initial transactions; and posting all transactions to date. Accounting software subscription not included.

Starting at $150.

Books Health Assessment

For Active Businesses. Unsure about how your books reflect your business? Begin with a Health Assessment of your business books. Includes four hours of discovery and books review. You’ll receive an Assessment Report and a complimentary quote for Clean Up and Bookkeeping services.

Books Health Assessment $250.

Books Clean Up

For Active Businesses. Messy books? Looking to change bookkeepers? We’ll get your books cleaned up and ready for monthly services, whether you choose to use BookSmart or another bookkeeper. Available after completing BookSmart’s Health Assessment. Price based on quote provided.

Starting at $200.

Monthly Bookkeeping Services

Includes monthly reconciliations and financial reports; quarterly review meeting; and annual budgeting and advisory meeting. A la carte pricing available for additional services. Available after completing BookSmart’s New Business Books setup or Books Clean Up.

Starting at $150/month.

Bookkeeping Consultation

Great for general bookkeeping questions, a specific question for your business, or if you are looking for a bookkeeper. Schedule a consultation to meet with BookSmart Bookkeeping.

First Consultation (30 min) FREE

Follow-Up Consultation $60 / hr

BookSmart Business Solutions

Looking to make strategic decisions for your business, or seeking a second opinion before you take your next step? Do you need an analysis of your financial position or better understanding of your options to achieve your goals?

BookSmart can serve as your strategic advisor to help you make informed business decisions.

Consultation

$75 / hour

Retainer, Monthly

Includes 5 hours per month.

Minimum 4 months.

$250 / month

Retainer, Annual

Includes 60 hours of consultation.

Minimum 1 year.

$2,100 / year