Bookkeeping Made Simple and Complete

Packages designed to meet the needs of growing businesses — choose what fits you best.

Basic Package - $250/month

Includes:

  • Monthly transaction categorization

  • Bank & credit card reconciliation

  • Basic financial reporting (Profit & Loss, Balance Sheet)

  • Monthly summary reports

  • Secure client portal access for document uploads & sharing 

Standard Package - $350/month

Everything in Basic, plus:

  • Full monthly financial reporting package (Profit & Loss, Balance Sheet, Cash Flow statement)

  • Monthly Sales Tax / Quarterly Estimated Tax Tracking

  • Year-End financial summaries & analysis

Add-On: Payroll Management - $150 to $250/month

  • Up to 5 employees: $150 per mont

  • Up to 10 employees: $250 per month

  • Each additional employee: $20/employee/month

  • Includes payroll calculations, federal & state tax withholding & remittance, direct deposit setup, and required payroll tax filings

One-Time Services

  • Bookkeeping Cleanup - $300 (one-time)

    • Includes: categorizing past transactions; reconciling all bank accounts, credit cards & loans; preparing financial statements for the prior year(s); organizing records for tax filing.

  • QuickBooks / Accounting Software Setup (Price varies depending on business size-contact us for details)

    • Integration with bank/card/PayPal, training, custom configuration for your business, plus 30 days of email support.

What You Get Working With Us

  • Clear, easy-to-understand reports (no confusing jargon)

  • Reliable service so your financials are ready when you need them

  • Time back so you can focus on what you love in your business

  • Peace of mind knowing your books are done right

  • Pricing bases on typical business size; custom quotes available for clients with special needs

  • Cancel or upgrade anytime - flexible plans

  • All fees invoiced monthly unless otherwise noted

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