Service Package: Growing Trunk

For the growing small business
$585.00/month and up

(Up to 130 Transactions)
Bank Reconciliation
(2 Checking, 1 Savings, 1 PayPal)
Credit Card Reconciliation
(up to 3 Accounts)
Monthly Reports
Prepare Balance Sheet and Profit & Loss Statement
Monthly Client Support
Email/Phone and Client Meet-Up (Once Monthly)
Reconciling State Sales Tax
Entering Principal and Interest for any Loan Payments
Updating Industry Specific Reports as requested by the Client
Reviewing A/R for Overdue Accounts and Emailing of Report, if needed
Year-End Tax Package
Note: Remote Pricing using QuickBooks Online Product

Add QuickBooks Online Product Monthly
(QuickBooks Online Subscription may have periodic sale pricing - Ask for Details!)

QuickBooks Online (Essentials)
+$26.95 Per Month

(Up to 3 simultaneous users. May work for some businesses, please ask for details)

QuickBooks Online (Plus)
+$39.95 Per Month

(Up to 5 simultaneous users, Inventory, 1099, Purchase Orders, Etc.)

All packages are listed at starting prices for Remote Bookkeeping Services using QuickBooks Online Product.
Pricing Model shows where most generally fall into for pricing.
Prices may vary depending on transaction details and volume.
Prices are subject to change without notice.

Extra Services can be added to any package for an additional charge and agreed upon in advance by Oak Tree Owl Bookkeeping and the client.

Payroll Services can be added to any package for an additional charge starting at $150/month. Payroll will be processed through a 3rd Party Payroll Company.