Trailhead
- Monthly transactions
- Up to 50
- Financial accounts
- 1
- Reports
- Quarterly
- Monthly reconciliation to statement balances
- Payroll recording, up to four runs a month
- Email support within two business days
- Month-end close by the 15th
Packages
From Trailhead to Apex
Five monthly bookkeeping packages, sized by how many transactions your business has each month. Every package includes month-end close by the 15th of the following month. A detailed quote is provided after your free consultation.
Monthly packages
Basecamp
- Monthly transactions
- 51 to 100
- Financial accounts
- Up to 2
- Reports
- Monthly
- Month-end close by the 15th
- Payroll recording, up to four runs a month
- Email support within one business day
- Quarterly 30-minute financial review call
Summit
- Monthly transactions
- 101 to 175
- Financial accounts
- Up to 3
- Reports
- Monthly
- Month-end close by the 15th
- One 30-minute strategy call each month
- Payroll recording, up to four runs a month
- Email support within one business day
Peak
- Monthly transactions
- 176 to 300
- Financial accounts
- Up to 5
- Reports
- Monthly
- Month-end close by the 15th
- One 45-minute strategy call each month
- Quarterly 90-minute business review
- Email support within one business day
Apex
- Monthly transactions
- 301 to 600
- Financial accounts
- Up to 8
- Reports
- Monthly, with a custom KPI dashboard
- Month-end close by the 15th
- One 60-minute strategy call each month
- Quarterly half-day deep-dive
- Priority email support within one business day
Above 600 transactions, multiple entities or specialized reporting: quoted individually.
Book a free consultationAll packages are done in QuickBooks Online. Your QuickBooks Online subscription is billed by Intuit directly to you. Your books need to be current and reconciled when we start; if they aren't, a separate cleanup comes first.
How pricing works
Our pricing is based on the volume of your transactions and the complexity of your financial structure. After your free consultation, you get a detailed quote for your package and any add-ons.
Not sure which package fits?
Count roughly how many transactions hit your bank and card accounts in a typical month. That number points to your package. We'll confirm it together.
Book a free consultationAdd-ons
Add what your business needs
Add-ons go on top of any package and are included in your quote.
- Payroll processing
Weekly, biweekly, semi-monthly or monthly, per employee. - Additional payroll run
Each payroll run beyond the four included in your package. - Additional financial accounts
Reconciliation and categorization for each account beyond your package. - Accounts payable processing
Vendor bill entry, coding and payment scheduling. We do not authorize bill payments. - Accounts receivable management
Customer invoicing, aging review and payment follow-up. - Class and location tracking
- Inventory tracking
- Monthly strategy call
One 30-minute call each month. Summit, Peak and Apex already include a monthly strategy call. - Form 1099-NEC and W-9s
Form 1099-NEC preparation for each contractor, and W-9 collection and follow-up. - Nebraska sales and use tax return
Your Nebraska sales and use tax return (one filing jurisdiction). - Additional sales tax filing jurisdiction
A sales tax return for each filing jurisdiction beyond Nebraska.
Work outside your package and add-ons is done only with your written approval in advance.
Behind on your books?
Cleanup comes first
Every hiking adventure has its own path, and so does every set of books. Packages start with books that are current and reconciled. If yours aren't, a separate cleanup engagement is required first.
FAQ
Package questions
How much does bookkeeping cost?
It depends on your monthly transactions and how complex your finances are. We give you a detailed quote after your free consultation.
Is payroll included?
Every package includes recording payroll activity from your payroll provider's reports, up to four payroll runs per month. Payroll processing (weekly, biweekly, semi-monthly or monthly, per employee) is an add-on.
What if my books are behind?
Packages start with books that are current and reconciled. If yours aren't, a separate cleanup engagement is required first. Ask us about it during your free consultation.
Questions? We're here.
- Phone308-675-7438
- Emailcontact@apexadvantage.pro
- LocationGrand Island, NE 68802