Fixed Fee or Hourly Pricing

Seamless Onboarding & Transition

Bookkeeping

Help Desk

Catch-Up Services

We offer a variety of fixed fee monthly bookkeeping pricing packages that can suit any business, small or large. While these packages act as a general guideline to let you know where you might fit in, each package can be customized based on your needs. Please contact us for a complimentary assessment and a custom quote.

Need catch-up bookkeeping services?

If you’re behind on your books, tell us about your situation get in touch and we’ll see how we can help.

Services Include

Accounts| Payable Sales| Tax Filing| Cheque Preparation| Bank Reconciliations| Credit Card Reconciliations

Bookkeeping Help Desk| Expense Management| Online Access| Document Management |Revenue Tracking

Optional Services

Payroll & Payroll Tax Filing| Financial Statements| Inventory Management| Fixed Asset/Amortization | Tracking Year-End Accounting Prep

Invoicing & Accounts Receivable| Electronic Payment Workflow| KPI & Cashflow Reporting| Migration Services| App Software Selection

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Shipping & Your InfoUpgrade Your Order & Save!
Shipping
Payment
ItemQuantityPrice
Starter Plan
1
$400.00
Bronze Plan
1
$750.00
Silver Plan
1
$1200.00
Bookkeeping Services
1
$1700.00
Order Summary
ItemQuantityAmount
Starter Plan1$ 400.00
Order Total
$0.00
Bookkeeping FAQs

What is a Transaction?
We estimate your monthly fee based on transaction volume. For example, a supplier’s invoice to you which you need to pay would be reflected as 2 transactions: 1 for the entering of the bill, and 1 for producing a corresponding cheque / payment. If you’re not sure, don’t worry. We can help you assess your transaction volume.


Do you offer desktop or cloud accounting services?
We work with a number of desktop and cloud-based accounting applications. We can either carry-on and transition to our services with your existing software, or plan a migration path to another solution that may better fit your needs during our onboarding process.


How do you collect documents from your clients?
We have a number of options depending on your company's situation. If you have a large amount of paper documents that we need to get started, we will arrange for those to be delivered to our office and then returned to you. For ongoing bookkeeping, we can implement a very simple and easy to use document management workflow that is cloud-based which allows you to upload documents by email, web browser, scanner, or smartphone. We also have a tool to securely download your bank and credit card statements automatically every month without the need for you to regularly login. Should this be required, we can help set this up for you.

Once we have your information, leave the rest to us!


Are there custom packages available?
Absolutely, we can work with you to design a package and workflow that meets your requirements. The above is just a template that most businesses use. You may wish to retain certain functions and/or include additional tasks. If you fill out our custom pricing quote form, we can better determine your monthly cost.


My business activity fluctuates greatly. Are there hourly rates available?

Yes. While many clients choose fixed fee pricing, we can do hourly engagements as well. Please contact us for more information.

Ready to talk? Ask us anything!

855-446-5050

www.cartercapitalpllc.com

Carter Capital PLLC ™

7313 Downman Road. Suite A

New Orleans, LA 70126

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Carter Capital, PLLC ™