Find the Right Monthly Bookkeeping Plan
How It Works
1. Complete a short Monthly Bookkeeping Assessment
Tell me about your business, accounting needs, and current setup.
2. Receive your personalized recommendation.
3. Review your recommendation before purchasing your plan.
4. Purchase your plan and complete your onboarding.
Every business is different, which is why I offer three bookkeeping plans based on your bookkeeping needs and monthly activity.
All services are provided virtually using an accounting program that fits your business needs.
If you already have a program in place, I’ll review it for compatibility before recommending the right monthly plan.
Essential Bookkeeping
Starting at $400/mo
Ideal for: Solopreneurs, startups, and service-based small businesses.
Includes:
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Up to approximately 100 Monthly Transactions
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Monthly Bookkeeping and Reconciliations
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Monthly Financial Reports, including:
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Profit and Loss Statement
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Balance Sheet
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Businesses with payroll, sales tax, inventory or more complex bookkeeping needs may require a higher service plan.
Monthly Bookkeeping Plans
Final pricing is based on monthly activity, account complexity, reporting needs, and the accounting program being used.
Need to catch up before starting monthly bookkeeping? I'll help you get your books organized first. Explore my Cleanup Services.
Starting at $700/mo
Growth Bookkeeping
Ideal for: Growing businesses with employees or sales tax requirements.
Includes everything in Essential, plus:
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Up to approximately 200 Monthly Transactions
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Monthly Payroll Recording
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Sales Tax Tracking and Reporting Support
We record payroll information in your bookkeeping records. Payroll processing must be completed through a third-party payroll provider.
Professional Bookkeeping
Starting at $1,000/mo
Ideal for: Established businesses with higher bookkeeping activity and reporting needs.
Includes everything in Growth, plus:
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Up to approximately 350 Monthly Transactions
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Support for More Complex Bookkeeping Needs
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Additional Financial Reports and Business Performance Insights
Performance summaries are provided for informational purposes only and should not be considered CPA, tax, or legal advice.
BILLING POLICY
Monthly services are billed monthly in advance.
Cleanup and Accounting Software Setup Services are one time projects, and payment is required before work begins.
All services are subject to clearly defined service scope limits.
If additional work is needed beyond the selected service, we’ll discuss any recommended changes and pricing before that work is performed.
Vaughn Financial Services provides bookkeeping services only. CPA and legal services are not provided.