EXPLORE
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
Monthly Bookkeeping
Our monthly bookkeeping package is a comprehensive, done-for-you service designed to keep your finances organized and stress-free. Each month, you'll receive clear, accurate financial reports along with a personalized walkthrough. Every package includes up-to-date, compliant bookkeeping, 1099 tracking, unlimited email support, and a detailed year-end bookkeeping package to hand over to your tax professional.
The Standard package
the advanced package
Available add-ons
inquire for services
1099 compliance tracking
Monthly financial statement review video
Monthly financial statement deliverables
Organized & Compliant bookkeeping
Up to 250 transactions per month
Up to 5 banks, credit cards, sales channels, and payment processors
STARTING AT $350 PER MONTH
the Standard
the Advanced
More than 5 banks, credit cards, sales channels, and payment processors
More than 250 transactions per month
STARTING AT $550 PER MONTH
Organized & Compliant bookkeeping
Monthly financial statement deliverables
Monthly financial statement reviews
1099 compliance tracking & annual filing for up to 5 vendors
Strategy Meetings
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.
ADD-ON PRICE: $80 PER MONTH
Annual Budgeting
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
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
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
1099
Filing
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.
ONE-TIME FEE: $25 PER FORM
Cleanup Services
Our cleanup services are designed to fix inaccurate or outdated bookkeeping and get your financial records back on track. We review and correct historical data to ensure everything is accurate, organized, and ready for confident decision-making or tax filing.
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
Review & Training
We offer two powerful one-time services to support your bookkeeping needs. Our Diagnostic Review provides a thorough assessment of your books to uncover errors, inconsistencies, and areas needing improvement—complete with a clear report and expert recommendations. Our Training Package is ideal for those who want to confidently manage their own bookkeeping, offering personalized, hands-on guidance tailored to your systems and workflow. Whether you need clarity, correction, or confidence, we’re here to help.
Training support
Diagnostic review
the Diagnostic Review
Our diagnostic review is a one-time affordable deep dive that includes an in-depth review of your current set of books. We will identify inaccuracies and problem areas as well as outline our recommended plan for your bookkeeping going forward. With our short video walkthrough and our diagnostic report, you will have a good idea of what needs to be tackled in your bookkeeping first.
ONE TIME FEE - $395
You will receive a detailed report reviewing what is working and what needs to be fixed and will have an opportunity to ask detailed questions in a 40-minute virtual meeting.
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
Schedule Your Free Consultation
Not sure which service is right for you? Schedule a free 20-minute consultation so we can get to know your business, understand your needs, and help you choose the service that fits best. No pressure—just a friendly chat to point you in the right direction.
Not sure where to start?
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