Monthly BOOKKEEPING PLANS

We are here to help you turn your financial chaos into tax ready books to generate sustainable profits. 

Our monthly bookkeeping plans is designed to fit your business needs, budget, and compliance reporting whether you are a startup organization or in expansion mode. We work with nonprofit organizations and non-inventory service-based small businesses.

We use QuickBooks Online and QuickBooks Desktop for Windows software integrated with other apps to update your books. Check out our detailed getting started process to understand what to expect when you choose to work with us.

*An account is defined as a bank account, credit card account, loan and/or merchant accounts. Sales tax reporting for more than 2 states are subject to an additional fees per month per state.*

Goshen Bookkeeping Premium Plan.png

File Review/Setup/Onboarding
($250 one-time fee)

Weekly Data Entry
(5 accounts*)

Unlimited Invoicing
with Job Costing

Unlimited Bill Pay

Sales Tax Reporting
(1 State Covered*)

Accounts Reconciliations

Monthly Financial Reports

Ad Hoc & Special Reports

Bi-Weekly Reports Review Call

Documents Management

Completion/delivery - 10th of following month

Audit Prep/ Tax Prep Support (20 hours included)

Phone response via appointment within 4hrs

Unlimited Email Support

Goshen Bookkeeping Growth Plan.png

File Review/Setup/Onboarding
($250 one-time fee)

Weekly Data Entry
(3 accounts*)

Invoicing with Job Costing
(Max 20/month)

Bill Pay (Max 15/month)

Sales Tax Reporting
(Add $200/month*)

Accounts Reconciliations

Monthly Financial Reports

X

Monthly Reports Review Call

Documents Management

Completion/delivery -10th of following month

Audit Prep/ Tax Prep Support (10 hours included)

Phone response via appointment within 8hrs

Unlimited Email Support

Goshen Bookkeeping Startup Plan.png

File Review/Setup/Onboarding
($250 one-time fee)

Data Entry
(Add $300/month)

X
X

X

X
X

Accounts Reconciliations

X

X

X

X

Completion/delivery - 20th of following month

Audit Prep/ Tax Prep Support (Add $75 per hour)

Phone response via appointment within 24hrs

Unlimited Email Support


CLEAN-UP/CATCH-UP BOOKKEEPING

Are you behind on your bookkeeping? Need some spring cleaning? Want a fresh start on getting your books in order to file your tax return? We can help you whether you are 5 years, 1 year, or a couple of months behind!

  • Initial QuickBooks file review

  • Data entry of all revenues and expenses into QuickBooks Online or QuickBooks Desktop software

  • Revamp chart of accounts and import customers and vendors lists

  • Reconcile bank, credit card and/or merchant accounts

  • Progress reports on the status of work using Asana

  • Financial reports to present to your management team

  • Apps integration with QuickBooks Online or QuickBooks Desktop for Windows software

  • QuickBooks troubleshooting or quick tuneup of your data

  • One hour training on how to do maintain accurate record keeping process for your business or nonprofit

  • Personal Sharefile folder to upload documents to us


Ufuoma came into a very transitional period and jumped right in. She has wonderful skills for working with the school administration both professionally and personally. She is prompt, accurate and a take charge help! We have enjoyed her as part of our Day School family and appreciate her willingness to work in excellence as our bookkeeper. We have learned a lot from her as she showed us “better ways” to operate our program! We’re certainly glad she helped us!
— Cathy Von Burg, Assistant Director, The Day School