services and pricing
Simple Savings Bookkeeping is happy to offer a wide range of bookkeeping services. I know your business is as unique as you are. These packages can be booked as is, or you can reach out to me for the Simple Savings Platinum package. (Hint: that one is my favorite because it is totally customized to YOUR needs!)
Simple Savings Bronze
The perfect choice for smaller businesses and those just starting out!
Annual Revenue up to $200K
Enter Transactions Monthly
Monthly Reconciliation of up to 2 Accounts (Checking, Savings, Credit Cards, PayPal, etc.)
Quarterly Reporting, including Profit & Loss and Balance Sheet
Unlimited Email Support
Simple Savings Silver
Great for medium-sized and growing businesses!
Annual Revenue up to $500K
Enter Transactions Monthly
Monthly Reconciliation of up to 5 Accounts (Checking, Savings, Credit Cards, PayPal, etc.)
MONTHLY Reporting, including Profit & Loss and Balance Sheet
Unlimited Email Support
PLUS Custom Monthly Reporting
Simple Savings Gold
Our Best Package! Perfect for larger and established businesses!
Annual Revenue over $500K
Enter Transactions WEEKLY
Monthly Reconciliation of up to 8 Accounts (Checking, Savings, Credit Cards, PayPal, etc.)
MONTHLY Reporting, including Profit & Loss and Balance Sheet
Unlimited PHONE and Email Support
Custom Financial Reporting ON DEMAND
PLUS Payroll (some limitations apply)
PLUS End of Year 1099 and W2 Preparation
Simple Savings Platinum
This is the ideal choice no matter what size your business is! Speak with us to customize a package based on your business needs!
Services Based on Your Business Needs
One Monthly Price Includes Everything You Need
Add on Services
In addition to the above packages, we offer several add on services to customize packages to your needs.
Prices for the following services may vary based on your individual business requirements.
Bookkeeping Cleanup
Whether you are behind on your bookkeeping for a couple months or a couple years, we can get your books caught up. Available as a standalone service or at a discounted rate when purchased along with a monthly bookkeeping package.
QuickBooks Online Company Setup
We can setup your company within Quickbooks Online and get you ready for recording transactions. Available with or without bookkeeping packages. Discounted Quickbooks Online subscriptions also available.
Accounts Payable
We can manage your A/P to make sure you don’t get behind. This includes setting up and maintaining vendors, entering bills, and bill pay services through third party apps.
Accounts Receivable
Let us help you make sure you get paid for your hard work! Includes aging reports, maintaining customer records, online invoicing, and sales tax filing.
Payroll Services
Your employees need to be paid, but payroll is a hassle. Let us take care of maintaining employee records, time sheets, pay stubs, direct deposit, year end reporting, and help with filing payroll taxes.
Inventory Management
Using third party applications, we can perform light inventory management to make sure that you don’t run out of the products you need.
Job/Class Tracking
Sometimes you need to know exactly what costs are involved in a specific job or for a certain event or department. We can track these costs to help you understand more about the financial health of your business.
Quickbooks Online Training
If you’d like to take on a bit more of the bookkeeping work yourself after all, I can help you with that, too. I’m happy to help train you and get a system set up so you know how to handle things.