BreezePoint Bookkeeping Pricing

Packages For Every Stage of Business

“Just Get It Done” package

Compliance

For the business owner who just wants 100% accurate books completed monthly, a completed tax prep package ready the end of each January, and legal compliance

$199/mo

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Standard Chart of Accounts
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Monthly Close date - end of each month
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Standard Monthly Reporting
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Interactive Financial Dashboard - access your data 24/7.
No bookkeeping required
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Direct access to your bookkeeper & team via our secure client portal
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Tax Ready Year end Package each January
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Unlimited Support
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optional add-on for 1099 filing

"I want more" package

Growth Support

Our most popular package:
for the owner who wants everything in the Compliance package PLUS enhanced reporting, support & knowledge they need for growth

$259/mo

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Customize your Chart of Accounts
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Faster Monthly Close - 20th of each month
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Standard Monthly Reporting
PLUS Financial Analysis
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Standard Visual Metrics Dashboard
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Interactive Financial Dashboard - access your data 24/7.
No bookkeeping required
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Direct access to your bookkeeper & team via our secure client portal
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Summer Annual Business Review
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Integration with your Gusto Payroll subscription and our accounting software
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Tax Ready Year-end Package each January
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Unlimited Support
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optional add-on for 1099 filing
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"Momentum" package

All Inclusive

For owners ready to really scale with more done-for-you services and business advisory meetings (best choice for S-Corps)
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$399/mo

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Customize your Chart of Accounts
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Fastest Monthly Cclose - 15th of each month
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Custom Monthly Reports with Financial Analysis

Custom Visual Metrics Dashboard
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Interactive Financial Dashboard - access your data 24/7.
No bookkeeping required
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Direct access to your bookkeeper & team via our secure client portal
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Spring & Fall Business Advisory meetings
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Gusto Payroll subscription and s-corp owner payroll administration*
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Quarterly accountable plan administration (s-corps owner reimbursement plans)
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We coordinate your tax ready year-end package directly with your tax preparer
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Unlimited Support
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1099 filing included
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Why separate your Bookkeeping and Tax Prep?

Because oversight protects your business.

"The moment you believe one person can handle everything with your business accounting, is the moment you've lost.

Your bookkeeper keeping clean books isn't doing advertising.
Your CPA saving thousands on taxes isn't reconciling credit cards.
Your fractional CFO isn't giving you personal finance tips.

These are different brains doing different jobs.
Like asking your dentist to do heart surgery.
The good ones REFUSE to do everything.
The great ones tell you exactly what they DON't do.
The best ones introduce you to others who fill the the other roles." ~Kimberly Green, Sam's List