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Services & Pricing

💡 Pricing Notice:
All listed services are customized based on business size, complexity, and service needs. Package rates may vary. Final pricing is provided after a free discovery call and needs assessment. First-month retainers required for ongoing engagements.

Services Offered

Core Bookkeeping Services

For small business owners who want consistent, accurate books they can actually understand. Whether monthly or quarterly, we keep it clean.

✅ What’s Included:

  • Transaction Categorization:
    Classify income and expenses correctly to ensure reporting accuracy

  • Bank & Credit Card Reconciliation:
    Match transactions to account statements so nothing slips through the cracks

  • Monthly or Quarterly Financial Reports:

Receive Profit & Loss, Balance Sheet, and General Ledger reports with a summary

  • Customized Chart of Accounts Setup
    Tailor categories to your business model so your books reflect how you operate

  • Expense & Revenue Tracking
    Know what’s going out, what’s coming in, and spot trends with confidence​

Payroll Services

For businesses with teams—employees or contractors—who need compliant, painless payroll management.

✅ What’s Included:

  • Payroll Processing (Weekly, Biweekly, Monthly)
    Accurate payments, tax deductions, and filings handled from start to finish

  • Direct Deposit & Payroll Tax Filing
    Fast payment and on-time submissions to IRS and state agencies

  • W-2 and 1099 Preparation
    Year-end employee and contractor forms ready when they need them

  • New Hire Setup
    Support onboarding with forms, pay schedules, and system coordination

  • Quarterly and Year-End Payroll Reports
    Stay informed on payroll costs, liabilities, and deductions

Accounting Tech Setup & Training

Perfect for businesses moving to cloud systems or maximizing what they already use—Xero, Sage, QBO, or others.

✅ What’s Included:

  • Initial System Setup
    Configure accounts, automation rules, and reporting features

  • Workflow Customization
    Tailor invoices, bank feeds, reconciliation, and expense tracking

  • Platform Migration Support
    Move cleanly from spreadsheets or old systems into your new platform

  • One-on-One Training
    Teach business owners how to read their reports, categorize correctly, and stay ahead

  • Tutorial Videos & Resource Kits
    Optional guides for ongoing learning, team onboarding, or internal clarity

Tax Support (Non-Prep)

For clients who need to stay tax-ready year-round—with a certified tax preparer.

✅ What’s Included:

  • Sales Tax Filing & Remittance
    Stay compliant with monthly/quarterly filings and payment tracking

  • Quarterly Estimated Tax Calculations
    Help sole proprietors and freelancers avoid tax season surprises

  • Year-End Financial Reviews
    Deliver organized records to tax preparers or CPAs—reducing stress and confusion

  • Support for Tax Document Gathering
    Help clients track deductible expenses, categorize properly, and prepare forms

Virtual CFO Lite

For business owners who want more than bookkeeping—they want strategy, insights, and financial clarity.

✅ What’s Included:

  • Cash Flow Forecasting
    Predict your inflows and outflows to plan ahead with confidence

  • Budget Planning & Variance Analysis
    Track goals against reality and adjust with insight—not guesswork

  • KPI Dashboard Setup
    Visual financial tracking customized for your business type

  • Monthly Strategy Sessions
    One-on-one breakdowns to guide growth, spending, and decision-making

  • Profitability Consulting
    See what’s working, what’s draining resources, and how to level up

Catch-Up & Clean-up Services

For businesses buried in paperwork, disconnected accounts, or months (even years) of neglected books—this service gets you back on track. Fast.

✅ What’s Included:

  • Historical Transaction Recording
    Reconstruct and accurately record missed transactions from prior periods

  • Bank & Credit Card Reconciliation
    Align all accounts with actual balances, identifying missing or duplicate entries

  • Chart of Accounts Restructure
    Reorganize messy or generic categories into a structure that supports clarity and growth

  • Undeposited Funds & Clearing Accounts Review
    Tidy up floating transactions and reconcile intermediary accounts

  • Error Correction & Duplicate Removal
    Identify and fix miscategorized expenses, duplicate entries, or reconciliation issues

  • Software Cleanup & Optimization
    Tidy up in Xero, Sage, or QBO—remove outdated items, standardize workflows

  • Catch-Up Reports & Year-End Prep
    Deliver up-to-date profit & loss, balance sheet, and general ledger ready for tax season or CPA handoff

 

⚠️ Ideal Clients for This Service:

  • Business owners who haven’t touched their books in months

  • New entrepreneurs starting fresh after DIY accounting

  • Clients switching platforms or advisors (Excel → QBO, etc.)

  • Startups needing clean books for investors, grants, or bank loans

 

 

Note: Priced as a flat project, tiered based on how far behind they are (3 months, 6 months, 12+), or as an hourly service with a diagnostic first. 

Let's Talk Pricing

Your business isn’t cookie-cutter, and neither are your numbers. That’s why we tailor each package to match your size, complexity, and growth goals. We don’t do guesswork—we build clarity into every quote.

 

First-month retainers are required for ongoing services. Final pricing is provided after a free discovery call and needs assessment. Ready to see how Integrity Financial fits your vision?

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Let’s map out your bookkeeping strategy—no pressure, just clarity. See package examples below:

  • Foundation Package

    800$
    Every month
    +$800 Retainer
    For startups, side hustlers, or solo entrepreneurs who want simple, streamlined bookkeeping they can trust.
     
    • Monthly or Quarterly Bookkeeping
    • Chart of Accounts Setup
    • Financial Reporting (P&L, Balance Sheet)
    • Expense Tracking
    • Access to Cloud-Based Software (Xero, Sage, QBO)
  • Best Value

    Growth Package

    1,000$
     
    +$1,000 Retainer
    For growing small businesses ready to scale, outsource payroll, and stay tax-ready year-round.
     
    • All Foundation Package features
    • Full-Service Payroll (Employees + Independent Contractors)
    • Sales Tax Filing Support
    • Estimated Tax Planning
    • Year-End Financial Review
    • Monthly Check-Ins & Advisory Touchpoints

  • Legacy Package

    1,500$
     
    +$1,500 Retainer
    For high-impact businesses that want the full suite—including strategic support and financial oversight
     
    • All Growth Package Features
    • Catch-up and Clean-Up Bookkeeping
    • Budgeting and Forecasting
    • KPI Dashboards & Visual Reporting
    • Monthly Virtual CFO Session
    • Profitability Consultation
    • Accounting Platform Migration & Training
Pricing Plans

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