Flexible Plans That Fit Your Business
At Statement Accounting Services, we understand that every business is unique — which is why we offer flexible accounting and bookkeeping service plans tailored to your current stage of growth.
Whether you're a startup, scaling up, or fully established, our packages are designed to give you the financial clarity and compliance you need to succeed.
Choose from one of our three service plans below, or contact us to customize a package that fits your business needs.
Silver Package- Core Plan
$600/month
Essential Compliance for
Small Businesses & Startups
Up to 15 hours of service/ month
Included Services:
- Bookkeeping and financial reconciliation
- Bank and credit card reconciliations
(up to 2 accounts) - Monthly Profit & Loss statement
- Monthly Balance Sheet
- Flat-fee tax preparation and compliance assistance
- Additional hours: $45/hr
Cycle Items
Collect & Identify Transactions & Record Transactions
- Identify every transaction, sales and expenses, via a point-of-sale (POS) accounting software. Recommendation: QuickBooks and an Integrated POS app.
- Record company choice between accrual or cash-based accounting system, determining how transactions are recorded. (Note: Accrual accounting requires revenues and expenses to be matched and booked at the time of sale, while cash accounting requires transactions to be recorded when cash is either received or paid (I.e. from bank and credit card statements)
Gold Package- Growth Plan
$1,000/month
Financial Oversight for Growing Businesses
Up to 20 hours of service/month
Included Services:
- Bookkeeping and financial oversight
- Bank and credit card reconciliations
(up to 4 accounts)
- Monthly financial statements with cash flow analysis
- Payroll processing (up to 5 employees)
- Quarterly tax planning
- Flat-fee tax preparation and compliance assistance
- Additional hours: $50/hr
Inclusive of Core Plan
Post Transactions to General Ledger & Prepare Unadjusted Trial Balance
- Post transactions by account, to monitor account financial positions. (e.g. cash account which provides how much cash is available).
- Accounting period ending analysis intended to sere if all the numbers match up - ensuring that the total credit and debit balances are equal - and to catch mistakes that may have been made in the first 3 items.
Platinum Package- Premium Plan
$1,750-2,000/month
Comprehensive Accounting & Strategic Advisory
Up to 25 hours of service/month
Included Services:
- Advanced bookkeeping and reconciliation
- Unlimited bank and credit card accounts
- Custom financial reporting and forecasting
- Payroll processing (up to 10 employees)
- Cash flow management & business advisory
- Quarterly tax planning
- Flat-fee tax preparation and compliance assistance
- Additional hours: $80/hr
Inclusive of Core & Growth Plans
Analyze Unadjusted Trial Balance, Prepare Adjusted Journal Entries, Generate Financial Statements & Close the Books
- Analyze and prepare adjusted trial balance, Make and record journal entries
- Generate Financial Statements (e.g. income statement, balance sheet, and cash flow statements.)
- Finally, Close the Books and Performance Advisory Session with management.
FAQs
Additional Options
Secure Cloud-Based Software Access: Available upon request for easy access and collaboration.
Custom Packages: We can tailor a plan to meet your unique business requirements.
Annual Prepayment Discounts: Save more by committing to annual service upfront.
Payment Terms
Monthly Retainer: Fees are billed in advance each month.
Net 15/30 Terms: Invoices are due within 15 to 30 days of billing.
Preferred Pricing: Clients who consistently pay on time may receive special pricing.
Cancellation Policy
Either party may cancel with 30 days’ written notice. Any unpaid invoices must be resolved before termination.
Glossary of Service Terms
Retainer – Covers routine bookkeeping, reconciliation, and support
Flat Fees – For fixed-price services like tax prep or advisory
Financial Reconciliation – Ensures your records match across systems
Compliance Assistance – Includes payroll and tax compliance services such as:
- Federal/state/local tax filing
- Payroll taxes, W-2s, 1099s
- Sales tax submissions
