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SERVICES

We offer a FREE Consultation!

This is a no-obligation discovery call to go over your goals and needs. From there we will help you choose a customized monthly plan that fits your business bookkeeping needs. 

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*A one-time $300 set-up fee applies for all new clients.*

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Basic Services 
$200+/month 
Ideal for Start-Up, DIY, and Micro Businesses 

  • Account set-up

  • Recording and classifying of up to two checking/saving/credit card accounts

  • Up to 50 transactions per quarter

  • Reconciliation of accounts quarterly

  • Financial Statements quarterly

  • Limited email support

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Standard Services 
$400+/month 
Ideal for Established Small Businesses

  • Account set-up

  • Recording and classifying of up to three checking/saving/credit card accounts

  • Up to 100 transactions per month

  • Reconciliation of accounts monthly

  • Financial Statements monthly

  • Unlimited email support

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Premium Services 
$600+/month 
Ideal for Well-Established Businesses 

  • Account set-up

  • Recording and classifying of up to five checking/saving/credit card accounts

  • Up to 200 transactions per month

  • Reconciliation of accounts monthly

  • Financial Statements quarterly

  • Unlimited email support

Add on Services 

Here are services that you can add to any monthly plan. 

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  • Accounts Receivable assistance/management

  • Accounts Payable assistance/management

  • Payroll assistance

  • Inventory tracking/management

  • Quickbooks Online software set-up 

  • Catch-up work (get your books up-to-date)

  • Receipt management

  • Not on the list? Always enquire about other services your business requires. 

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*FirstStep Bookkeeping offers bookkeeping services and does not give tax advice nor file annual tax returns. The services we offer keep your business books in order to then hand them over to your CPA or tax preparer at year-end. As a member of the QuickBooks Online Pro-Advisor program, we exclusively use QuickBooks software to ensure affordability. Intuit, QuickBooks, and QuickBooks Pro-Advisor have registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement. 

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