Monthly Packages

Freelancer Freedom

Freelance service providers have a lot to keep track of: expenses, income, mileage, self employment taxes... The Freelancer Freedom monthly package offers bookkeeping assistance to sole proprietors and independent contractors for an affordable monthly rate. Zephyr Bookkeeping will record all your deductible expenses, reconcile your bank accounts (up to two) and prepare monthly Profit & Loss reports.

Freelancer packages start at $150 per month. This includes reconciliation for bank and credit card accounts, assisting with your revenue workflow, helping you keep track of business vs. personal expenses, and providing monthly financial statements.

Online Retailer

Have trouble reconciling your PayPal account or Square payouts every month? The Online Retailer monthly package will offer clients peace of mind by making order out of e-commerce chaos. Zephyr Bookkeeping will reconcile income transactions and expenses against bank accounts and help you track your cost of goods sold. This monthly package has several add-on options and always includes preparation of financial reports so you can see exactly how your business is doing.

Online retailer monthly packages start at $350 per month and include three accounts for bank feed management and reconciliation. Additional accounts are $50 per month. This package also includes tracking merchant processor or online commission fees and entering sales receipts for online sales.

Custom Monthly retainers

Want us to handle more? No problem! Monthly retainer packages are customized to each client's needs. The following additional services can be added into any basic monthly package:

Zephyr Bookkeeping does not provide direct payroll services, tax preparation or tax filing. Zephyr Bookkeeping does not provide customer service or human resources. Zephyr bookkeeping does not provide accounts payable or accounts receivable processing.

One-time Services

Software Selection and Setup

There are so many options for online accounting software, e-commerce providers and mobile application integration. We can discuss your business, the industry standards, and decide what options are best for you. Zephyr Bookkeeping can assist with the installation and set-up processes to get your company started.

The price for software setup services is a flat rate that depends on how big your company is and how far back the data being entered goes. Additional options for setup include: adding in accounts receivable or accounts payable, uploading additional customer or vendor profiles, additional bank accounts requiring reconciliation, setting up integrated applications.

Clean Up Services

Are your books a mess? Have they been that way for years? Zephyr Bookkeeping will clean up transactions, account reconciliations, e-commerce deposits, or general ledger transactions. This one-time service is estimated on what and how many accounts you request work on and billed hourly.

Checkups

Looking for someone to double check the data entry for your business? Zephyr Bookkeeping can review your books and find the small mistakes that add up to big problems down the road. Quarterly or yearly checkups include cleaning up undeposited funds accounts, general ledgers, and forced reconciliations.

Checkup prices depend on the type and size of your business.

Time to Train

Want to do it yourself or train your staff? Zephyr offers training on how to create estimates/invoices, apply payments to customers, categorize expenses and track inventory.

Training is always recommended when switching to a new software and is conducted over webinar or video conferencing. When using Zephyr Bookkeeping for converting to a new software, the first two hours of training is offered at 25% off.

Estimates

Pricing is available in both hourly rates and monthly retainer packages. An estimate will be provided after discussing your needs and the scope of service. Estimates are good for 30 days. Prices can be negotiated and Zephyr Bookkeeping can work within your budget. Payment plans can be made available when discussed in advance.