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Skipper Legacy Bookkeeping
Bookkeeping Services for Small Businesses
and Households
Affordable Bookkeeping Services for Small Businesses—No Long-Term Contracts
| ESSENTIAL LEDGER | GROWTH ADVANTAGE |
PROFIT MASTER
|
ELITE FINANCIAL
|
LEGACY CFO-ALIGNED
|
Plan Features | $275 Monthly | $550 Monthly | $1100 Monthly | $1600 Monthly | $2400 Monthly |
Monthly Bookkeeping Full Report Package | Monthly Bookkeeping Full Report Package | Bi-weekly Bookkeeping Custom Report Package | Weekly Bookkeeping Custom Report Package | Daily Bookkeeping Custom Report Package | |
Expert Bookkeeping Services | X | X | X | X | X |
Accounting Basis | Cash | Cash | Cash/Accrual | Cash/Accrual | Cash/Accrual |
Account Reconciliation Frequency | Monthly | Monthly | Bi-weekly | Weekly | Daily |
Number of Transactions | Up to 200 Monthly | Unlimited | Unlimited | Unlimited | Unlimited |
Accounts | Up to 3 | Up to 3 | Up to 5 | Up to 5 | Up to 5 |
AR/AP | Review | Manage | Manage | ||
Number of Vendor Bills | Up to 40 | Up to 80 | Up to 200 | ||
Bill Pay Frequency | Twice Monthly | Weekly | Weekly | ||
1099 Filings | x | x | |||
Payroll Management | Bi-Monthly Up to 25 Employees | Bi-Monthly Up to 25 Employees | |||
Receipt Management | Review | Review | Manage | Manage | Manage |
Assistance Via Email or Text | x | x | x | x | x |
Unlimited Assistance Phone Calls | x | x | |||
Unlimited Document Storage | x | x | x | x | x |
In-Person Review/Coaching/Meeting Includes Travel, Hotel and 8 hour workday | $2900/Per Session | $2700/Per Session | $2500/Per Session | $2300/Per Session | $2100/Per Session |
Quickbooks (or leading software) Intial Setup | $550 | $800 | $1150 | $1600 | $2000 |
Addon - Invoicing & Receivables | On Demand $75 an Hour | On Demand $75 an Hour | Included | Included | Included |
Addon - Vendor Billing for each set of 40 over initial | $250 | $250 | $80 | $80 | $80 |
Addon - Additional Accounts | $115 Per Month/Account | $115 Per Month/Account | $85 Per Month/Account | $85 Per Month/Account | $85 Per Month/Account |
General HR Consulting (Employee Relations/Conflict Resolution/Policy Guidance) | $75 an Hour | $75 an Hour | $75 an Hour | $75 an Hour | 8 Hours Included, $65 and Hour After |
General Notary Services (Texas Clients Only) | $3 Per Stamp/ Signature | $3 Per Stamp/ Signature | 10 a Month Included | 10 a Month Included | Unlimited |
Internal Controls & Fraud Protection | Custom Pricing | Custom Pricing | Custom Pricing | Included | Included |
Loan & Investor Readiness (Non-Advisory) | Custom Pricing | Custom Pricing | Custom Pricing | Inlcuded | Inlcuded |
Simple Financial Forcasting & Budgeting | Custom Pricing | Custom Pricing | Custom Pricing | Included | Included |
Add-on: Vitrual Assistant | Custom Pricing | Custom Pricing | Custom Pricing | Custom Pricing | Custom Pricing |
Up to 3
X
Disclaimer:
Please note that while Skipper Legacy Bookkeeping provides essential bookkeeping services, we are not licensed Certified Public Accountants (CPAs). As such, we cannot perform certain tasks that are legally reserved for CPAs, such as:
Conducting audits or reviews of financial statements
Offering formal tax advice or preparing complex tax returns
Representing clients in front of the IRS for tax matters
Providing legal or complex financial consulting services
For these specialized services, we recommend consulting with a licensed CPA or tax professional. We work closely with trusted CPAs and other financial experts to ensure your business receives comprehensive financial support.
Skipper Legacy Bookkeeing is insured, bonded and background checked.
