OUR SERVICES
Smart Financial Solutions
That Move You Forward
01.
Tax Preparation
Filing federal and state tax returns for individuals and small businesses
02.
Bookkeeping & Organizing
Providing accurate recordkeeping, account reconciliation, and monthly financial reports.
03.
Quickbooks Assistance
One time setup, training or clean up services
04.
Financial Wellness Sessions
Personalized financial checkup for individuals and families
Single session: $150
3-sesion package: $300
Session & Workshop Topics
Financial stewardship
Creating a budget
Eliminating debt
Retirement
Tithing, etc.
05.
Financial Literacy Workshops
Empowering education for both youth and adults
Our Bookkeeping Packages
*all require a 6-month minimum agreement*
Seed Package
Starting at $175 per month
✔ Up to 50 transactions/month
✔ Dedicated business bank account setup
✔ Monthly reconciliation
✔ Quarterly financial review
✔ Email support
Watering Package
Starting at $300/month
✔ Up to 120 transactions/month
✔ LLC account setup
✔ Monthly reports & reconciliation
✔ Quarterly financial check-in
✔ Email + phone support
Increase Package
Starting at $450 per month
✔ 150+ transactions/month
✔ Advanced reporting & reconciliation
✔ Strategic advisory session each quarter
✔ Priority support
✔ Custom reporting options
Important notes & Disclaimers
*all require a 6-month minimum agreement*
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Starting Price Only: - All service package rates listed above are starting prices. Final pricing may vary based on business complexity, transaction volume, and service customization.
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QuickBooks Subscription: Bookkeeping services are performed exclusively through QuickBooks. A QuickBooks subscription is required and billed separately.
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Clients may opt to have their QuickBooks subscription invoiced through their monthly I Am Beyond Bookkeeping invoice.
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Subscriptions purchased through I Am Beyond Bookkeeping may qualify for a special discount.
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QuickBooks Setup Fee: For clients who do not currently use QuickBooks, an initial QuickBooks setup and processing fee will apply, ranging between $175-$250. This one-time fee covers account creation, chart of accounts setup, and initial data import.