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the SERVICES
Great success starts with collaborating with the right people
Are you ready to get your books in order? Our base packages can be built upon to ensure that you're receiving that exact services that you need for your business.
WHAT OUR CLIENTS ARE SAYING
We're so grateful!
"Danielle patiently navigated the remaining cleanup and has continued to save me hours upon hours each...
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Saved my books
"Danielle has completely saved the financial behind-the-Scenes of my business. I had been trying to keep up...
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I was so impressed
"I own a manufacturing company and have been using Danielle for over a year and she has been such a pleasure...
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"Danielle and Upscale Bookkeeping have been a godsend! When we first began working together, our books were a mess due to a problematic bookkeeper and a move from one financial software to another. Danielle patiently navigated the remaining cleanup and has continued to save me hours upon hours each month. Her understanding of online-based businesses is invaluable. We're so grateful!"
- Client, Facebook Review
"Danielle has completely saved the financial behind-the-Scenes of my business. I had been trying to keep up with my bookkeeping and was feeling overwhelmed by all that it entails. To be honest, my books were a complete mess before Danielle got her hands on them. Danielle not only cleaned up the current books, she went back and made sure they were in good shape for the entire year. She is organized and very professional which is reflected in her work. My business’s books are now extremely organized and easy to navigate. I felt a little resistant to hand something off in the business, but as soon as she started working on my books, I immediately felt reassured. Danielle has stayed consistent and diligent in the way she works. I feel more prepared for tax season and am so grateful to have a professional to turn to whenever I have questions. Danielle is a wealth of knowledge and is a problem solver, through and through. I can’t say enough to the weight that has been lifted since working with Upscale Bookkeeping."
- Client, Facebook Review
"I own a manufacturing company and have been using Danielle for bookkeeping for over a year and she has been such a pleasure to work with. I initially hired her to cleanup my books for tax filing as the previous bookkeeper I had worked with did not understand the online sales portion of my business, and made a mess of things. I was so impressed by her work that I hired her on for monthly bookkeeping. Danielle is responsive, knowledgeable, and personable. I appreciate that she is always proactive and get's the job done quickly... a true lifesaver for my books for my business. Thank you Danielle and Upscale Bookkeeping for all of your hard work!
- Client, Facebook Review
Shop our services
Are you ready?
Monthly Bookkeeping
Our done-for-you solution that completes your bookkeeping on a monthly basis, and delivers easy-to-understand financials each month. All monthly bookkeeping packages include: Organized and compliant bookkeeping, monthly financial delivery and walkthrough, 1099 compliance tracking,
unlimited email support, and year-end tax prep packages.
The Standard package
the advanced package
inquire for services
the Standard
- Up to 5 banks, credit cards, sales channels, and payment processors
- Up to 250 transactions per month
STARTING AT $400 PER MONTH
- Organized & Compliant bookkeeping
- Monthly financial statement deliverables
- Monthly financial statement reviews
- 1099 compliance tracking
the Advanced
- More than 5 banks, credit cards, sales channels, and payment processors
- More than 250 transactions per month
STARTING AT $600 PER MONTH
- Organized & Compliant bookkeeping
- Monthly financial statement deliverables
- Monthly financial statement reviews
- 1099 compliance tracking & annual filing for up to 5 vendors
Cleanup Services
Our historical records cleanup service for inaccurate or untouched bookkeeping records. This service typically begins the first day after your last filed return.
View the details
inquire for services
the Cleanup
- Correction of accounting software setup
- Cleanup of all bookkeeping records for cleanup period
PRICE BASED ON SCOPE OF WORK
- Completed financial statement delivery
- Annual tax filing package(s), if applicable
- Video review of updated financials; we'll review your financial statements so you can understand how the business is doing
TIMELINE DETERMINED AT REVIEW
Support & Training
Our support and training packages ensure that you get the professional help that you need while you DIY your bookkeeping. We provide training packages, video support packages, and recurring monthly support packages.
video support
Training support
RECURRING MONTHLY SUPPORT
the Training
- We will create an in-depth video series training teaching you how to complete the bookkeeping for YOUR business.
PRICING STARTING AT $545
- We will host (1) one-hour meeting to review any additional questions you have after testing out the system
- Recurring monthly support available for purchase for additional support
the Virtual Meeting
- A (1) hour Zoom meeting where we can discuss your DIY bookkeeping processes, paying yourself, reconciliations, troubleshooting QBO/Xero, or automation processes.
PRICING STARTING AT $297 PER HOUR
- Please note that this is not an in-depth training, but a general overview for your systems.
Recurring Support
- Unlimited email support throughout the month to answer DIY bookkeeping questions and trouble shooting your accounting platform.
MONTHLY SUBSCRIPTION: $97 PER MONTH
- Recurring support is available for Quickbooks Online, Xero, and DIY Bookkeeping via Excel or Google Sheets
Strategy Meetings
Prefer to review your financial statements face-to-face? Adding monthly or quarterly strategy meetings to your package ensures you get a virtual meeting with Danielle, to review your financial statements and discuss upcoming months. This add-on is for the monthly bookkeeping packages only.
MONTHLY MEETING: $80 PER MONTH | QUARTERLY MEETING: $30 PER MONTH
STRATEGY MEETINGS
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ANNUAL BUDGET
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ACCOUNTS PAYABLE
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ACCOUNTS RECEIVABLE
1099 FILING
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Annual Budget
We will prepare your company's annual budget based off of your historical records and upcoming year. The budget will be broken down on a monthly basis and will be reviewed in each of your monthly review videos. This add-on is available for monthly bookkeeping packages only.
ADD-ON PRICE: $215 - ONE TIME FEE
STRATEGY MEETINGS
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ANNUAL BUDGET
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ACCOUNTS PAYABLE
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ACCOUNTS RECEIVABLE
1099 FILING
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Accounts Payable
We manage your bill pay system and track bill payments optimal for your cash flow. We use an outside platform, Bill.com to setup the bill pay system. All bill payments must be approved by the owner prior to payments are released. Add-on available for monthly bookkeeping packages only.
ADD-ON PRICE: STARTING AT $225 PER MONTH
STRATEGY MEETINGS
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ANNUAL BUDGET
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ACCOUNTS PAYABLE
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ACCOUNTS RECEIVABLE
1099 FILING
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Accounts Receivable
We help you manage your invoicing system and follow up with your customers to collect any outstanding invoices. Add-on available for monthly bookkeeping packages only.
ADD-ON PRICE: STARTING AT $225 PER MONTH
STRATEGY MEETINGS
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ANNUAL BUDGET
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ACCOUNTS PAYABLE
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ACCOUNTS RECEIVABLE
1099 FILING
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1099 Filing
If you've paid any vendors, rents, or prizes over $600 via ACH, Zelle, or cash during the year, you may be required to file 1099s. We will file your 1099-NECs and 1099-MISC for your company by the annual deadline.
ONE-TIME FEE: $25 PER FORM
STRATEGY MEETINGS
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ANNUAL BUDGET
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ACCOUNTS PAYABLE
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ACCOUNTS RECEIVABLE
1099 FILING
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Schedule Your free Diagnostic Review
Our diagnostic review is entirely free and will help you decide where to start. This diagnostic includes an in-depth review of your current set of books to identify inaccuracies and problem areas. With our short video walkthrough you will have a good idea of what needs to be tackled in your bookkeeping first.
Not sure where to start?
SCHEDULE A CALL