Green Hazel Bookkeeping

Welcome

Packages

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Start growing your business today

ALL YOUR SPA’S BOOKKEEPING NEEDS, MANAGED IN ONE SOLUTION

Service/Scope of Work
Features

Included with Package
Not Included with plan
  • Bank/Credit Card Reconciliation
  • Loan Reconciliations
  • Categorize Transactions
  • Financial Review
  • Financial Reporting
  • Setup and Modifiy Chart of Accounts for Management Needs
  • Bookkeeper Access
  • Electronic Document Storage
  • Client Portal
  • Coordination with Your Preferred CPA or Tax Advisor

Startup
Stark

Financial Ignition: Ideal for new businesses and solopreneurs
Packages
  • Up to 2 bank/credit cards
  • Up to 1 loan
  • Up to 50/Month
  •  
  • Basic Monthly profit/loss report explanation Profit and Loss Standard report, set to display by month.
  • One time fee $200
  • Email Support
  •  
  •  
Get Started

Bussiness
Boost

Growth Accelerator: Perfect for emerging small businesses
  • Up to 3 bank/credit cards
  • Up to 2 loans
  • Up to 100/Month
  • Quarterly
  • Monthly Profit/Loss report Profit and Loss Standard report, set to display by month. May include comparisons to previous periods or budgets.
  • One time fee $150
  • Email Support/Monthly Call
  •  
  •  
Recommended
Get Started

Profit
Pulse

Performance Optimizer: Designed for established businesses
  • Up to 4 bank/credit cards
  • Up to 3 loans
  • Up to 200/Month
  • Quarterly
  • Detailed monthly financial reports Profit and Loss Standard Report with a breakdown of revenue and expense categories. Balance Sheet Summary report set to display by month.
  • One time fee $100
  • Priority Email Support/Bi-Weekly Call
  •  
  •  
Get Started

Financial
Command

Strategic Navigator: Ultimate solution for growing enterprises
  • Up to 5 bank/credit cards
  • Up to 5 loans
  • Up to 400/Month
  • Monthly
  • Comprehensive monthly financial reports explanation Profit and Loss Standard Report, Balance Sheet Summary Report, and Cash Flow Statement. May also include General Ledger report, Customer, job, and sales reports, Vendor reports, banking reports.
  •  
  • Priority Email Support/Bi-Weekly Call/Ongoing Support
  •  
  •  
Get Started

Startup
Stark

Financial Ignition: Ideal for new businesses and solopreneurs
  • Bank/Credit Card Reconciliation
    (Up to 2 bank/credit cards)
  • Loan Reconciliations
    (Up to 1 loan)
  • Categorize Transactions
    (Up to 50/Month)
  • Financial Reporting
    Basic Monthly profit/loss report explanation Profit and Loss Standard report, set to display by month.
  • Setup and Modifiy Chart of Accounts for Management Needs
    (One time fee $200)
  • Bookkeeper Access
    (Email Support)
  • Electronic Document Storage
  • Client Portal
  • Coordination with Your Preferred CPA or Tax Advisor
Get Started

Bussiness
Boost

Growth Accelerator: Perfect for emerging small businesses
  • Bank/Credit Card Reconciliation
    (Up to 3 bank/credit cards)
  • Loan Reconciliations
    (Up to 2 loans)
  • Categorize Transactions
    (Up to 100/Month)
  • Financial Review
    (Quarterly)
  • Financial Reporting
    Monthly Profit/Loss report Profit and Loss Standard report, set to display by month. May include comparisons to previous periods or budgets.
  • Setup and Modifiy Chart of Accounts for Management Needs
    (One time fee $150)
  • Bookkeeper Access
    (Email Support/Monthly Call)
  • Electronic Document Storage
  • Client Portal
  • Coordination with Your Preferred CPA or Tax Advisor
Recommended
Get Started

Profit
Pulse

Performance Optimizer: Designed for established businesses
  • Bank/Credit Card Reconciliation
    (Up to 4 bank/credit cards)
  • Loan Reconciliations
    (Up to 3 loan)
  • Categorize Transactions
    (Up to 200/Month)
  • Financial Review
    (Quarterly)
  • Financial Reporting
    Detailed monthly financial reports Profit and Loss Standard Report with a breakdown of revenue and expense categories. Balance Sheet Summary report set to display by month.
  • Setup and Modifiy Chart of Accounts for Management Needs
    (One time fee $100)
  • Bookkeeper Access
    (Priority Email Support/Bi-Weekly Call)
  • Electronic Document Storage
  • Client Portal
  • Coordination with Your Preferred CPA or Tax Advisor
Get Started

Financial
Command

Strategic Navigator: Ultimate solution for growing enterprises
  • Bank/Credit Card Reconciliation
    (Up to 5 bank/credit cards)
  • Loan Reconciliations
    (Up to 5 loans)
  • Categorize Transactions
    (Up to 400/Month)
  • Financial Review
    (Monthly)
  • Financial Reporting
    Comprehensive monthly financial reports explanation Profit and Loss Standard Report, Balance Sheet Summary Report, and Cash Flow Statement. May also include General Ledger report, Customer, job, and sales reports, Vendor reports, banking reports.
  • Setup and Modifiy Chart of Accounts for Management Needs
  • Bookkeeper Access
    (Priority Email Support/Bi-Weekly Call/Ongoing Support)
  • Electronic Document Storage
  • Client Portal
  • Coordination with Your Preferred CPA or Tax Advisor
Get Started

Please note: These packages are designed to provide a general overview of our services. The specific services included in each package may vary depending on your individual needs and the complexity of your business.

Find My Ideal Package

Get Discounts for Multi-Location
or Long-Term Contracts

Optional Service Enhancements & Fees

Optional
Package Enhancements		 Services Fee
Accounts Receivable (Prepare Invoices) – up to 50 invoices/month
Starting at $150
Accounts Payable (Process Bills) – up to 50 bills/month
Starting at $150
Annual 1099 Preparation & Filing
$20 each
Electronic W9 Collection
$50/month
JOB COSTING (Per Entity)
• Annual Revenue up to $1M
$300/month
• Annual Revenue up to $3M
$500/month
• Annual Revenue up to $5M
$700/month
Optional Quickbooks
Online Services		 Services
Fee
Bookkeeping Cleanup
Consultation Required
Bookkeeping Catchup
Consultation Required
QuickBooks Online Training
$75/hr
QUICKBOOKS ONLINE SETUP
• Basic
One time fee $500
• Intermediate
One time fee $750
• Complex
One time fee $1000

Can’t find the bookkeeping package that fits your business needs?

We offer a free consultation to discuss your specific requirements & create a customized package that meets your needs & budget.

Find My Ideal Package

FAQs

Many businesses are starting to outsource their bookkeeping needs to lower their costs. Having industry experts can help you set up your books, maintain your records, and guide financial reporting. Unfortunately, there are so many things that business owners don’t know when it comes to getting their books ready for tax season. This can result in money being left on the table. Hiring Green Hazel Bookkeeping is a great way to lower your stress, save money, and gain insight into the health of your business’s finances.

There are NO long term contracts. Every package is month to month. We want both parties to be free to make changes if ever needed. We believe we can be considered an asset to your business once we earn your trust. Our services speak for themselves.

If you’re running a small business, it’s likely that you’re juggling numerous tasks, including managing your finances and keeping track of your books. However, the constant need to monitor every detail throughout the day can consume valuable time and energy, diverting your attention from other essential aspects of your business.

While you might manage for now, it could distract you from more critical responsibilities. That’s where we can help. Partnering with us allows you to concentrate on growing your business while we take care of your bookkeeping needs.

Absolutely! We work with CPA firms all over the United States. We get your books ready so you don’t have to pay higher bookkeeping fees. Your current CPA/tax preparer will be grateful to have accurate bookkeeping records to work with when preparing your tax returns. Since tax services are not within my scope, I defer to the expertise of your current CPA and collaborate closely with them to ensure your financial needs are fully met.

It is good practice to separate bookkeeping duties from tax preparation duties.

See all FAQs