At Elm Rose Premier Services, we provide reliable bookkeeping and business support designed to help individuals and small businesses stay organized, compliant, and financially clear. Our goal is simple: to keep your records accurate and up to date so you can focus on running your business.

​

All Packages Include:

✔ Accurate monthly bookkeeping
✔ Secure online client portal
✔ Bank/credit card reconciliations
✔ Quarterly financial summaries (management-use only)
✔ Year-round support

 

Packages

Can-Do Bookkeeping – $250/year

A budget-friendly option for self-starters.

• Access to a Google Doc + coding guide to record your own transactions

• Step-by-step instructions to keep your books organized throughout the year

• Email support for setup questions

• Bonus: If your books are up to date and properly coded, you’ll receive $100 off your Schedule C tax return

Ideal for freelancers, sole proprietors, and side businesses who want a low-cost solution with tax savings.

 

Starter Plan – $175/month

For freelancers, contractors, and side businesses (up to 50 transactions per month).

• Income & expense tracking

• Bank reconciliation (1 account)

• Basic quarterly financial summary

• Email support

 

Business Plan – $350/month

For growing businesses (up to 150 transactions per month).

• Complete income & expense tracking

• Bank reconciliation (up to 3 accounts)

• Monthly financial summaries

• Contractor payroll assistance (up to 5 contractors)

• Quarterly check-in meeting

 

Premier Plan – $600/month

For established businesses (up to 300 transactions per month).

• Complete bookkeeping management

• Bank reconciliation (up to 5 accounts)

• Quarterly financial summaries

• Contractor payroll assistance (up to 15 contractors)

• Quarterly tax estimate preparation

• Priority support & scheduling

 

Elite Business Plan – $850–$1,200/month

Designed for larger businesses, multi-location operations, or higher transaction volume.

• Monthly bookkeeping for up to 500 transactions (custom quote for additional)

• Full payroll processing (up to 20 contractors, handled through third-party platforms)

• Quarterly & annual financial summaries (P&L, Balance Sheet, Cash Flow)

• Priority support with same-day response

• 1 annual business return included (S-Corp, Partnership, or C-Corp)

• 1 annual personal return for owner(s) included

• Custom chart of accounts tailored to industry needs

 

Add-On Services

• Additional transactions: $50 per 100

• Payroll add-on: starting at $75/month (processed via secure third-party platforms; no client funds are held by Elm Rose Premier Services)

• Catch-up bookkeeping: $200 per month needing cleanup

• Custom reports or industry-specific tracking: Quote provided

​

Important Notes & Disclaimers

• Elm Rose Premier Services employs qualified tax/bookkeeping preparers at different experience levels and is NOT a CPA firm and does not provide attestation or assurance services.

• All financial reports are for management purposes only and should not be considered audited, reviewed, or compiled financial statements.

• Payroll services are coordinated using secure third-party providers; Elm Rose Premier Services does not hold or disburse client funds directly.

• Client data is protected with secure, encrypted systems in compliance with IRS and state requirements.