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Monthly Bookkeeping Packages

At Sea to Summit Bookkeeping, our services are designed to meet businesses at every stage of their financial journey. Whether you're just getting organized or need strategic financial guidance, our bookkeeping packages provide reliable support as your business grows.

Each package builds on the previous level, allowing you to scale your financial management as your business climbs toward new goals.

Services

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Basecamp Tier

The Basic Bookkeeping package is ideal for small businesses that need reliable monthly bookkeeping and clear financial reporting.

Services Included

  • Transaction categorization to ensure accurate financial records

  • Bank and credit card reconciliations completed each month

  • Monthly bookkeeping review to verify accuracy

  • Chart of accounts setup and cleanup for organized reporting

  • QuickBooks rules setup and maintenance to streamline bookkeeping processes

Monthly Financial Statements

Each month you will receive professionally prepared financial reports including:

  • Profit and Loss Statement

  • Balance Sheet

  • Cash Flow Statement

Additional Support

  • Month-end close of all accounts

  • Email support for bookkeeping-related questions

$350.00 every month
Summit Tier

The Summit package is designed for growing businesses that need more hands-on financial management, including help with invoices, vendor payments, and deeper financial reporting.

This package includes everything in Basecamp, plus the following services:

  • Accounts Payable Management

    • Entering vendor bills

    • Tracking payment due dates

    • Scheduling vendor payments

  • Accounts Receivable Management

    • Creating and sending invoices

    • Tracking incoming payments

    • Applying payments to customer accounts

  • Financial Planning & Reporting

    • Budget preparation

    • Budget vs actual analysis

    • Custom management reports

    • Class or department tracking (if applicable)

  • Additional Support

    • One monthly review call (30 minutes)

    • Priority email support

$700.00 every month
Peak Advisory Tier

The Peak Advisory package provides comprehensive financial management and strategic insight for businesses that want deeper financial planning and operational support.

This package includes everything in Basecamp and Summit, plus the following services:

Financial Forecasting

  • Cash flow forecasting with a 3–6 month rolling forecast

    Inventory Management

  • Inventory tracking and management within QuickBooks Online

    Payroll Processing

    Payroll is processed directly through QuickBooks Online Payroll and includes:

  • Payroll runs

  • Direct deposit setup and management

  • Payroll journal entries

  • Payroll tax filings within QuickBooks

  • W-2 and 1099 processing

    Vendor Compliance

  • 1099 vendor tracking

    Year-End Preparation

  • Year-end bookkeeping preparation for your tax professional

    Strategic Financial Support

  • Monthly financial strategy call (60 minutes)

  • Quarterly financial review

    Additional Support

  • Priority support for bookkeeping questions and requests

$1,400.00 every month

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Standalone & Add-On Services

  • Accounts Receivable Management

    $116 per month

    • Invoice creation
    • Payment tracking and application

  • Accounts Payable Management

    $116 per month

    • Vendor bill entry
    • Bill tracking and payment management

  • Budget and Forecasting Services

    Starting at $250 (one-time)

    • Budget planning
    • Financial forecasting

  • Live Bookkeeping Assistance

    $50 per session

    A guided bookkeeping session designed for business owners who want assistance while managing their books.

    Each session includes:

    • 45–60 minute screen-share video call
    • Guided bookkeeping support

  • Hourly Bookkeeping

    $70 per hour

    Ideal for short-term projects or businesses that need help catching up on their books.

    Services may include:

    • Catch-up bookkeeping
    • Cleanup of existing books
    • One-time bookkeeping support

  • Not Sure Which Package Fits Your Business?

    Every business is at a different stage of its financial journey. If you're unsure which package is right for you, we can help guide you toward the best solution.

    Schedule a consultation to get started.

Free Consultation

Frequently Asked Questions

  • I provide monthly bookkeeping services exclusively in QuickBooks Online. As a Certified QuickBooks ProAdvisor with over 6 years of experience, I handle transaction categorization, bank reconciliations, financial statements, accounts payable and receivable, and more. I work fully remotely with small businesses across the country.

  • Start by scheduling a free consultation call. I’ll learn about your business, review your current financial situation, and recommend the right package for you. Most clients are fully onboarded within one to two weeks.

  • Each month I categorize your transactions, reconcile your bank and credit card accounts, and deliver clean financial statements including a Profit & Loss, Balance Sheet, and Cash Flow Statement, all through QuickBooks Online. You’ll always know where your business stands financially.

  • You can reach me through the contact form on this page, by email at sea2summitbk@gmail.com, or by phone at (305) 796-9144. I respond within one business day.

  • I offer flat monthly pricing starting at $350/month for our Basecamp Tier, $700/month for Summit, and $1,400/month for Peak Advisory. I also offer standalone and add-on services for specific needs. Schedule a free consultation and I’ll find the right fit for your business.

  • Simple, collaborative, and straightforward. I connect your accounts to QuickBooks Online so your transactions sync automatically with no paperwork hassle. I communicate proactively, keep you informed, and am always available to answer questions. You focus on running your business; I’ll handle the books.

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