Harbor Point Tax Advisors
Bookkeeping Service Tiers
From Basics to Full-Service, We’ve Got Your Books Covered.
Foundation
Under $250K Revenue
0 Employees
Monthly
Starting at $250
-
Minimal Transactions Categorized
-
Month-End Reconciliation
-
Basic Reporting
Startup Businesses
ESSENTIALS
Up to $250K Revenue
0–2 Employees
Monthly
Starting at $450
Includes everything in Essentials, plus:
-
Transaction Categorization
-
Bank Reconciliations
-
Monthly P&L & Balance Sheet
-
Basic Support
Solo Owners & Startups
Growth
$250K–$750K Revenue
3–10 Employees
Monthly
Starting at $750
Includes everything in Essentials, plus:
-
Payroll Management
-
Expense Tracking
-
AR & AP Support
-
Tax-Ready Books
Solo Owners & Startups
Small Business Teams
Comprehensive
$750K–$2M+ Revenue
10–25 Employees
Monthly
Starting at $1,250
Includes everything in Growth, plus:
-
Cash Flow Monitoring
-
KPI Reporting
-
Strategy Calls
-
Audit-Ready Books
Solo Owners & Startups
Established Companies
Enterprise
Advisory
$2M+ Revenue
25+ Employees
Monthly
Custom Quote Starting at $2,500
Includes everything in Comprehensive, plus:
-
Controller Oversight
-
Advanced Reporting
-
Tax Planning
-
Dedicated Advisor
Complex Organizations
Base Fee: $150 / Month | $25–$40 Per Employee
Payroll Add-On
✔ Payroll Processing
✔ Compliance Monitoring
✔ W-2 & 1099 Filing