Monthly Bookkeeping Packages

Stay on top of your finances by using our Monthly Bookkeeping Packages!

Welcome to the realm of Monthly Bookkeeping—a financial game-changer for businesses big and small. Say goodbye to erratic fees and last-minute rushes at the end of the financial year. Our monthly bookkeeping services offer you the peace of mind that comes with consistent, expert oversight of your financials. We’ve designed our packages to fit a variety of needs, all aimed at simplifying your life while enhancing your business operations. With fixed, predictable costs and regular financial reviews, you can focus on what truly matters: growing your business.

Tax Ready Financials

Customizable Packages

Dedicated Delivery Window

Fixed Monthly Pricing

Consistent Oversight

Monthly bookkeeping ensures that your financial records are updated and reviewed regularly. This enables timely financial decision-making and can help catch discrepancies or inefficiencies before they become bigger issues.

Predictable Price

With our fixed-rate monthly packages, you know exactly what to expect on your bill, making it easier to budget and plan for the future. No surprises, just straightforward financial management.

Focus on Growth

Outsourcing your bookkeeping tasks to experts frees up your valuable time. Instead of getting bogged down by spreadsheets and receipts, you can focus on strategic activities that drive your business forward.

Getting started is quick & easy

Schedule your consultation

Tell us about your business needs

We will send you a custom proposal

Monthly Bookkeeping Packages

Welcome to Work Smarter Bookkeeping. Our packages suit various financial needs in diverse industries. Whether a startup or growing business, we have you covered. Our different package levels help streamline your accounting. They also boost efficiency and aid data-driven choices. Packages range from Essentials to Comprehensive. Each is tailored for your specific support needs.

ESSENTIALS

$ 362* Per Month
  • SERVICES
  • Automated Bookkeeping
  • Loan Balance Monitoring
  • Reporting Snapshot
  • Annual Tax Friendly Reporting
  • Monthly Reporting Insights
  • Cash Basis Reporting
  •  
  • SUPPORT
  • 4th Friday Report Delivery
  • Unlimited Email Bookkeeping Support
  • Yearly Virtual Check-ins
  •  
  • INCLUDED TECH
  • Client Portal
  • Dext
  • Rewind
  • Uncat
Contact

EXTENDED

$ 699* Per Month
  • SERVICES
  • Automated Bookkeeping
  • Loan Balance Monitoring
  • Reporting Snapshot
  • Annual Tax Friendly Reporting
  • Monthly Reporting Insights
  • Cash Basis Reporting
  • Payroll Processing Relief
  • Monthly Reporting Insights
  •  
  • SUPPORT
  • 3rd Friday Report Delivery
  • Unlimited Email Bookkeeping Support
  • Semi-Annual Virtual Check-ins
  •  
  • INCLUDED TECH
  • Client Portal
  • Dext
  • Rewind
  • Uncat
Contact

COMPREHENSIVE

$ 1445* Per Month
  • SERVICES
  • Automated Bookkeeping
  • Loan Balance Monitoring
  • Reporting Snapshot
  • Annual Tax Friendly Reporting
  • Monthly Reporting Insights
  • Accrual Basis Reporting
  • Payroll Processing Relief
  • Monthly Reporting Insights
  • Cash Collection Services
  • Bill Pay Management
  •  
  • SUPPORT
  • 2nd Friday Report Delivery
  • Unlimited Email Bookkeeping Support
  • Quarterly Virtual Check-ins
  •  
  • INCLUDED TECH
  • Client Portal
  • Dext
  • Rewind
  • Uncat
  • BILL
  • Fathom
Contact

ESSENTIALS

$ 362* Per Month
  • SERVICES
  • Automated Bookkeeping
  • Loan Balance Monitoring
  • Reporting Snapshot
  • Annual Tax Friendly Reporting
  • Monthly Reporting Insights
  • Cash Basis Reporting
  •  
  • SUPPORT
  • 4th Friday Report Delivery
  • Unlimited Email Bookkeeping Support
  • Yearly Virtual Check-ins
  •  
  • INCLUDED TECH
  • Client Portal
  • Dext
  • Rewind
  • Uncat
Contact

EXTENDED

$ 699* Per Month
  • SERVICES
  • Automated Bookkeeping
  • Loan Balance Monitoring
  • Reporting Snapshot
  • Annual Tax Friendly Reporting
  • Monthly Reporting Insights
  • Cash Basis Reporting
  • Payroll Processing Relief
  • Monthly Reporting Insights
  •  
  • SUPPORT
  • 3rd Friday Report Delivery
  • Unlimited Email Bookkeeping Support
  • Semi-Annual Virtual Check-ins
  •  
  • INCLUDED TECH
  • Client Portal
  • Dext
  • Rewind
  • Uncat
Contact

COMPREHENSIVE

$ 1445* Per Month
  • SERVICES
  • Automated Bookkeeping
  • Loan Balance Monitoring
  • Reporting Snapshot
  • Annual Tax Friendly Reporting
  • Monthly Reporting Insights
  • Accrual Basis Reporting
  • Payroll Processing Relief
  • Monthly Reporting Insights
  • Cash Collection Services
  • Bill Pay Management
  •  
  • SUPPORT
  • 2nd Friday Report Delivery
  • Unlimited Email Bookkeeping Support
  • Quarterly Virtual Check-ins
  •  
  • INCLUDED TECH
  • Client Portal
  • Dext
  • Rewind
  • Uncat
  • BILL
  • Fathom
Contact

*Our base price for bookkeeping is $362.00 month for our services, publishing your expenses from Dext to QBO (up to 100 items), matching them in your connected bank accounts in QBO (1 bank, 1 savings, 1 credit card, and 1 loan), reconciling the 4 accounts and letting you know when your reports are ready to be reviewed. 

Let us handle your bookkeeping!

Ready to take control of your finances without the hassle? Schedule your free consultation to find out how we can streamline your monthly bookkeeping.

Schedule Free Consultation