Spring Branch, Texas, United States

(949) 422-6012

(949) 422-6012

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    • Home
    • Why My Company
    • About Us
      • About Us
      • Happy Clients
    • Services
      • Bookkeeping
      • Training
      • Cleanup / Catch Up
      • On Demand
    • Contact
  • Home
  • Why My Company
  • About Us
    • About Us
    • Happy Clients
  • Services
    • Bookkeeping
    • Training
    • Cleanup / Catch Up
    • On Demand
  • Contact
Patrice Diana Bookkeeping

Customized Bookkeeping System for every client

 Every client has different needs and we tailor our services to fit those needs.  You may just want some initial QuickBooks training to get you going, or you may be ready to turn everything over and let us take the reins.  You may want to see updated information every Monday morning, or you may be happy with a set of monthly reports after each month closes.  We talk to you, get to know your business, and help you determine which level of bookkeeping is best for your needs and your budget. 

Flat Fees or Hourly

 Some businesses are better suited to hourly rates, while others fit in nicely with a flat fee program.  We know that a business's bookkeeping needs can fluctuate, and we like to give you a monthly number you can count on.  If you have a specific budget for your bookkeeping, we will help design a plan that best suits you.  Our plans are based on several factors, including (but not limited to), number of bank and credit card accounts, how often you need updates, reporting needs and other specifics.  Regardless of your needs, we are here for you. 

Bronze Package

Silver Package

Silver Package

                       Monthly prices starting at $225  

 

  • Monthly reconciliation (1 checking, 1 credit card)
  • Basic Financial statements
  • Limited email support
  • Client creates invoices
  • Client enters deposits
  • Client issues vendor payments
  • Free online filing cabinet
  • Tax time support

Find out More

Silver Package

Silver Package

Silver Package

                        Monthly prices starting at $500


  • Monthly reconciliation (1 checking, 1 Saving, 2 credit cards)
  • Financial statements
  • Sales Tax compliance assistance
  • Email support within 48 hours
  • Phone support or Team-Viewer meetings by appointment
  • Assistance with invoicing
  • Assistance with deposits
  • Client issues vendor payments
  • Discounts on 3rd party applications
  • Free online filing cabinet
  • Tax time support

find out more

Gold Package

Silver Package

Gold Package

                        Monthly prices starting at $1,000 


  • Bi-weekly bookkeeping  (2 checking, 1 Saving, 2 credit cards)
  • Customer invoicing / payments
  • Vendor bill entry/record payments
  • Sales Tax assistance & filing
  • Monthly reconciliation
  • Detailed financial statements
  • Unlimited email support 
  • Scheduled phone support / Team-Viewer meetings
  • One 3rd party add-on included
  • Free online filing cabinet
  • Tax time support

Find out more

Need help now but not ready for a full-time bookkeeper?

See our On Demand Services for more specific assistance

On Demand Services

Complete Pricing Detail

Complete Pricing Detail (pdf)

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