Bookkeeping Packages

Basic

  • Expense categorization (up to 25 transactions/month)

  • Account reconciliation (1 bank account and 1 credit card )

  • Financial statements by the 10th of the month

  • Quarterly consultation

  • Timely and direct communication with your bookkeeper

Basic Plus

  • In addition to the Basic Package

  • Expense categorization (up to 100 transactions/month)

  • Account reconciliations (up to 5 total)

  • Monthly consultations

Premium

  • In addition to the Basic Plus package:

  • Guaranteed financial statements by the 5th of the month

  • Unlimited account reconciliations

  • Bi-weekly consultations

  • Quarterly estimated tax payments

  • Accounts Payable (up to 50 vendors)

  • Sales Tax Payments and Compliance

  • 25% off your annual business tax filing

Optional Add-ons:

  • Payroll setup & management

  • Accounts Payable

  • Accounts Receivable

  • Custom Packages available

At Our Place Financial, we know that running a small business comes with unique challenges. That's why we’re here to simplify your financial management.

Our expert bookkeeping, tax strategy, and tax preparation services ensure your finances are organized, tax-efficient, and ready for growth. With our support, you can make informed decisions, focus on scaling your operations, and take your business to the next level.

Let us manage the numbers so you can concentrate on what matters most—growing your small business.