Monthly Bookkeeping Packages
Perfect for small E-Commerce and Short-Term Rental businesses getting started with organized, reliable bookkeeping.
Includes:
• Up to 50 monthly transactions
• 1–2 bank & credit card reconciliations
• Transaction categorization of income and expenses
• Monthly financial reports
• Client follow-up and bookkeeping questions
Ideal for growing E-Commerce and Short-Term Rental businesses that need consistent, accurate, and organized financial records.
Includes:
• Everything in Starter Bookkeeping
• Up to 200 monthly transactions
• Multiple bank & credit card reconciliations
• Accounts payable & accounts receivable review
• Detailed monthly bookkeeping review
Designed for established E-Commerce and Short-Term Rental businesses needing comprehensive bookkeeping support and clearer financial insights.
Includes:
• Everything in Growth Bookkeeping
• Up to 400 monthly transactions
• Comprehensive bank & credit card reconciliations
• Cash flow reporting and practical financial insights
• More frequent bookkeeping review
Payment & Onboarding
After you request a package, we'll confirm the scope of work, answer any questions, and provide payment instructions to begin your bookkeeping service.
Payment Options: PayPal and Wise.
CPA-Ready Handoff
Starting at $100 — One-Time
Preparing for tax season or handing your books over to a CPA? Our CPA-Ready Handoff helps ensure your financial records and supporting documentation are organized and ready for professional review.
Includes:
• Final bank & credit-card reconciliation
• Review of balance-sheet accounts
• Updated Profit & Loss and Balance Sheet
• Trial Balance
• Year-end adjusting-item list / open items
• Supporting reconciliation schedules
• CPA/accountant handoff summary
• Organized documentation for tax-season review
Important:
Designed to help your CPA or tax professional review your books efficiently. Tax preparation, tax filing, and CPA services are not included.
What's Included in Our Bookkeeping Services
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Review and categorize business income, expenses, transfers, and other financial activities.
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Compare bank and credit card records with accounting entries to identify and resolve discrepancies.
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Identify missing receipts, invoices, and supporting documents needed for accurate bookkeeping.
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Review records for duplicate entries, uncategorized transactions, and potential bookkeeping errors.
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Review vendor bills, customer invoices, outstanding balances, and related bookkeeping records.
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Prepare monthly financial reports, including Profit & Loss and Balance Sheet statements. Cash Flow reporting is included in the Professional Bookkeeping package.
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Communicate questions, request clarification, and provide updates regarding bookkeeping progress.
Optional Bookkeeping Services
QuickBooks Online (QBO) Setup & Configuration
Catch-Up & Cleanup Bookkeeping
Additional Transaction Processing
E-Commerce Bookkeeping Setup
Airbnb & Short-Term Rental Bookkeeping Support
Custom Financial Reporting
Historical Transaction Research
Optional services are available upon request and quoted separately based on your specific needs, transaction volume, business complexity, and service requirements.
Services Not Included
The following services are outside our standard bookkeeping packages:
Tax Preparation & Filing
Tax or Legal Advice
CPA Services
Audit & Attestation Services
Payroll Tax Filing
Investment Advice
Bill Payment or Client Fund Transfers
Financial Advisory or CFO-Level Services
These services are not provided as part of our bookkeeping packages. Clients may consult appropriately licensed professionals for services outside our scope.
Getting Started & Pricing
To get started, we review your bookkeeping needs, accounting records, transaction volume, number of accounts, and supporting documents.
Your final pricing will be determined based on:
Monthly transaction volume
Number of bank and credit card accounts
Business complexity
Bookkeeping condition and cleanup requirements
Services requested
Client Requirements
Provide secure QuickBooks Online (QBO) access.
Provide copies of bank and credit card statements, with sensitive information appropriately redacted. Ellance Solutions will never request online banking passwords, login credentials, or MFA codes.
Submit relevant receipts, invoices, and supporting documents.
Respond to bookkeeping questions and clarification requests promptly.
All pricing will be confirmed and agreed upon before work begins.