Our Services

Expert bookkeeping services for small businesses, startups, and growing companies. Lotus Bookkeeping offers ongoing bookkeeping, catch-up services, payroll and financial reporting with accuracy and transparency.

Bookeeping Services

  • Keep your business running smoothly with our reliable monthly and weekly bookkeeping packages.

    We handle:

    • Daily transaction entry

    • Bank and credit card reconciliations

    • Accounts payable & receivable tracking

    • Transaction Recording

    • Balance sheets and cash flow statements

  • Behind on your bookkeeping? We can quickly bring your records up to date no matter how overdue.

    Our process includes:

    • Organizing months (or years) of past transactions

    • Correcting errors in your accounts

    • Reconciling books with bank statements

    • Preparing clean, tax-ready financial records

  • We go beyond data entry, we help you understand your numbers. Our reports provide a clear view of your financial health so you can make confident decisions.

    We deliver:

    • Profit & Loss Statements

    • Balance Sheets

    • Cash Flow Reports

    • Software Setup & Process Optimization

  • Take the stress out of payroll with our accurate and compliant processing service.

    We handle:

    • Employee salary processing

    • Tax withholding and deductions

    • Compliance with payroll regulations

    • Payroll Support: Record and reconcile payroll entries

  • While we don’t file your taxes, we ensure your books are perfectly organized for your tax professional saving you time, money, and stress.

    We provide:

    • Year-end reconciliations

    • Detailed transaction records

    • Organized, tax-ready financial statements

    • Sales Tax & 1099s

Our packages are created for small businesses, startups, and growing companies who want accurate, hassle-free bookkeeping without the stress of hiring in-house staff.

Our Pricing Packages

Basic Monthly Bookkeeping Package

Starting at $300–$500/month

✔ Includes:

• 1 bank account

• 1 credit card account

• Up to 75 transactions per month

Additional Services:

If your business requires loan tracking, invoicing, or payroll services managed by Lotus Bookkeeping, additional fees may apply based on your specific needs.

Mid-Level Bookkeeping Package

Starting at $500–$1,500/month

✔ Includes:

• 1 bank account

• 1 savings account

• 1–3 credit card accounts

• Payroll and invoicing managed by Lotus Bookkeeping up to 5 employees/vendors

• Accounts Payable (A/P) and/or Accounts Receivable (A/R) – pricing based on transaction volume

Top-Level Bookkeeping Package

Starting at $1,500–$3,500/month

✔ Includes:

• Multiple bank and savings accounts

• 3–9 credit card accounts

• Payroll and invoicing managed by Lotus Bookkeeping 5-25 employees/vendors

• Accounts Payable (A/P) and Accounts Receivable (A/R)

• Sales tax filing (quarterly or yearly, based on your schedule)

• Inventory tracking and management

Cleanup/Catch-Up Services to Current Month

Pricing varies based on:

• The number of months behind

• Average monthly transaction volume

• Payroll and vendor transactions that need to be entered

A custom quote will be provided after an initial review of your books.

Please Note: I understand that every business is unique, and the pricing listed above serves as a general guide. Services and rates are customized to fit the specific needs of your business.

All packages include:

• Two monthly overview calls

• Unlimited email support for questions or clarification

Pricing may be adjusted as your business grows. A formal evaluation will be conducted every six months to ensure your package continues to meet your needs.

Business Setup Package

Starting at $500

✔ Includes:

• QuickBooks subscription setup

• Customized company settings

• Chart of Accounts setup

• Bank and credit card account integration

• Customized invoice templates

Optional Add-On:

• Payroll setup available starting at $200 + $10 per employee/vendor

Remote Training – Starting at $100/hour

Get personalized, one-on-one training via Zoom with screen sharing for a fully interactive experience.

On-Site Option (Local Only):

Prefer in-person support? I can come to your business or office for an additional $50 travel fee.

Custom Packages Available

Every business is different if you don’t see exactly what you need here, we can create a custom bookkeeping plan tailored to your unique requirements and budget.

Contact us now to get your free consultation and custom quote.