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Our Services

1

Ruby Package

$275 per month

  • Up to 3 hours a month; remote

  • 1 bank account reconciliation

  • Review of catagorized profit & loss for month

  • Administrative services (compliance filing & other extraordinary administrative duties)

2

Sapphire Package

$350 per month

  • Up to 5 hours a month; remote

  • 1 bank account reconciliation (no entry)

  • 1 credit card reconciliation (with entry)

  • Review of catagorized profit & loss for month

  • Administrative services (compliance filing & other extraordinary administrative duties)

3

Diamond Package

$600 per month

  • Up to 7 hours a month; remote

  • 1-2 bank account reconciliation (no entry)

  • 1-2 credit card reconciliation (with entry)

  • review of catagorized profit & loss for month

  • Administrative services (compliance filing & other extraordinary administrative duties)

See our full list of services here!

**PLEASE NOTE**

If time exceeds agreed upon package, fees per hour are $80 and outlined in your engagement letter. 

Our Services

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Our family-owned account service has been serving the community for the last 18 years. Our team has grown and includes experienced CPAs and dedicated support to provide both personal and professional financial services.

​203-619.1532

 

 

2911 Dixwell Avenue Hamden, CT 06518 

© 2025 KLS Book Management Co.

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