How to Package Your Bookkeeping Services Guide

Think about the services which are necessary for you to offer in each tier to get the perfect outcome for your client. Have you fallen behind on your bookkeeping and need to catch up? Accounting for Startups: The Ultimate Guide Our catch-up bookkeeping packages start at just $1,500 per year and can be customized to fit your specific needs. Microsoft Excel can make simple accounting tasks more accessible.

The Kruze team also makes time for client communications and monthly Zoom calls for clients in our premium pricing tiers who want to connect on their financials. We actually want to talk to our clients (although we also understand if they are too busy to to talk – building a startup is a lot of work!). With millions of https://kelleysbookkeeping.com/professional-bookkeeping-services-belay/ venture capital dollars at stake, we do find that most of our clients DO want to talk with our team on a regular basis. So, doing a recurring call, making sure we are keeping up with questions, is really powerful. The higher priced bookkeeping packages provide time for the founder to connect with the accounting team.

Wisconsin bookkeeping and consulting firm with affordable rates

Next, give some thought to what kind of discount, if any, you’re willing to offer. At the same time, you don’t want to price yourself out of the market. As you can imagine, her business was running her instead of her running her business. We started to put boundaries in place so she no longer worked with clients who treated her like an employee and didn’t respect her.

• Tracking business expenses is an integral part of maintaining a small business, and as a small business owner, you can’t afford to ignore it.
• CoraCloud is not only extremely efficient but also very affordable and simple to use.
• When is it better to pay yourself a salary vs. dividends as the owner/manager of a corporation?
• I’ll bet your clients place higher value on the outcome – not the tasks.
• Spending even 10 hours per month on these items would cost you $500 monthly using the same model above.

This allows them to make better decisions and remain compliant with their taxes. I recommend value pricing instead of the fixed fee model. Some bookkeepers add in profit margin as a buffer for the unexpected. Remote, drop off or onsite bookkeeping services weekly, monthly, quarterly, semi- annually, annually. Customers find our service 10x faster and more convenient than other outsourced bookkeeping options thanks to our AI-powered process and self-service finance dashboard. The Zeni dashboard gives you 24/7 access to real-time data, including vital metrics like your startup’s net burn, cash on hand, operating expenses, and cash zero date.

$400 per month

We’ll take you step-by-step through the process of completing bank reconciliations for your business. In this day of electronic banking, many people believe completing a… The Giersch Group has offices in Milwaukee, Brookfield, and Madison, Wisconsin. We have some clients who pay a half percent of revenue, and some who pay more than 3% of revenue, but most fall in the 1-2% range. Where your price falls in that range depends on your priorities. Straight bookkeeping (our monthly reporting package) is more in the 1% range.

Of the three, the fixed pricing model seems to be the most popular among clients. Fixed fee bookkeeping packages enable a client to know precisely how much he’ll pay per month. This allows for better cash flow planning while ensuring that no unexpected additional payments pop up within that period.

experience workflow software that helps make sure nothing falls through the cracks.​

Explore the features and benefits of using Excel for small business accounting. Accountants are known for wearing pocket protectors and spending their days working in Microsoft Excel. When we work with you, your enterprise gets updated and accurate books of accounts. You can access the information at your convenience and make more informed decisions concerning your Bookkeeping. We deliver Peace-of-Mind and free you from financial stress while delivering the results you need to manage your business effectively.

Is your freelance or in-house bookkeeper meeting your needs? Our bookkeeping service delivers consistent quality and enterprise-level financial reporting (and never takes a vacation). Many entrepreneurs outsource their bookkeeping because of the technical nature of financial accounting.

GOLD PACKAGE – from $1500/ month

A fully detailed service package is a time saver, avoids repetitive queries, and is more efficient in boosting your revenue and target market. If you need to track accounts receivable or segment level bookkeeping, let us know. Join over 25,000 US-based business owners who have streamlined their finances and have grown their businesses with Bench.

• People, in general, make decisions by comparing one option against another.
• This not only leads to additional costs, it also can result in mistakes.
• Prioritize outcome and benefits instead of tasks and time.
• Kruze Keeper can automatically get those transactions into QuickBooks without an accountant having to touch it.
• An advanced bookkeeper will help to create processes that drive efficiencies which means that bookkeeping, sales, and related processes can be done in a shorter time, saving money that way.

The flat-rate pricing model is an excellent alternative to hourly rates. With this model, you charge a set fee for a specific service. For example, you might charge a flat rate for general bookkeeping services, with any additional service at an additional cost. CPAs have designed the bookkeeping services that LYFE Accounting offers to small businesses.