Explore Our Bookkeeping Packages
Monthly bookkeeping for small businesses and nonprofits in the Peru, Kokomo, and Logansport area. Everything is delivered remotely through a secure client portal — no monthly meetings required.
Monthly Bookkeeping Packages
Best for simple small businesses and nonprofits with straightforward operations.
Reconciliation: Monthly reconciliation of up to 3 bank and credit card accounts
Categorization: Recording and categorization of all transactions
Reporting: Monthly Profit & Loss Statement and Balance Sheet
Year-end support: Full year-end financial support (see details below)
Communication: Secure email / portal communication
Best for growing businesses, contractors, shops, and nonprofits needing more support and visibility. Includes everything in Essential Records, plus:
Reconciliation: Monthly reconciliation of up to 6 bank, credit card, and loan accounts
Cash flow: Monthly cash flow summary
AR / AP: Basic accounts payable and receivable tracking
1099s: Annual 1099 preparation support
Check-ins: One 15–20 minute call per quarter, as needed
*All packages have a 3-month minimum commitment.
Closing the books: Final month reconciliation and closing of the books
Year-end reports: Delivery of year-end Profit & Loss, Balance Sheet, and Trial Balance
Tax-ready export: Export of reports for your tax preparer
Adjustments: One round of reasonable adjustments
Q&A support: Up to 1 hour of support time in January/February for related questions
Important limits: this does not include preparing or filing your taxes. Requests must be received by February 15. Time beyond the included 1 hour is billed at $125/hour, approved in advance.
Add-Ons
Initial Setup / Catch-Up Bookkeeping
Payroll Processing
Sales Tax Filing
Enhanced Accounts Receivable Management
Nonprofit Fund Accounting & Grant Tracking
Extra Bank/Credit Card Accounts
Custom Financial Reports or Weekly Reporting
Tax Season Extended Support
One-Time Projects or QuickBooks Training
$750 – $1,500 one-time, quoted after free discovery call
$150 – $250/mo
$75 – $125/mo
$100 – $175/mo
+15% to package, or $125 – $200/mo custom
$75 per additional account/mo
$75 – $150/mo
$125/hour, as needed
$125/hour, 2-hour minimum
Get In Touch
If you're interested in working with us, complete the form with a few details about your bookkeeping needs. We'll review your message and get back to you within 48 hours.