Bookkeeping · 7 min read
Bookkeeping Packages: What Small Businesses Should Look For
Bookkeeping packages help small businesses choose the right level of accounting support. Instead of paying for random services, a business can select a monthly package that matches its transaction volume, reporting needs, and budget. The right package can help you stay organized, avoid tax-time stress, and understand how your business is performing.
What is included in a bookkeeping package?
Higher-level packages may include payroll support, invoicing, bill pay, job costing, inventory tracking, tax planning coordination, or CFO advisory services.
- Monthly bank and credit card reconciliation
- Expense categorization and income tracking
- Financial statements
- Chart of accounts review
- Accounts payable and receivable support
- QuickBooks review
- Monthly bookkeeping reports
Basic bookkeeping package
A basic package is usually best for very small businesses with simple transactions — freelancers, consultants, and small service businesses.
- Monthly reconciliation
- Basic expense categorization
- Profit and loss statement
- Balance sheet
- Email support
Standard bookkeeping package
A standard package is better for growing businesses with more transactions — contractors, local businesses, small agencies, and professional services firms.
- Monthly reconciliation
- Accounts payable and receivable tracking
- Monthly reports
- QuickBooks support
- Payroll coordination
- Basic management reports
Premium bookkeeping package
A premium package is designed for businesses that need more active financial support — construction companies, real estate investors, nonprofits, startups, and multi-location businesses.
- Weekly bookkeeping updates
- Cash flow reports
- Job costing and class tracking
- Department tracking
- Budget vs actual reports
- CFO support and tax planning coordination
- Advanced reporting
