Bookkeeping should not just be about coming up with a bottom line number so you can pay taxes on an annual basis (as required by law)…

 

It's about knowing what's really going on in your business right now… what will happen on the road ahead… so you can effectively manage your business and achieve maximum success and profits!

 

If that's what you want for your business, then we have a bookkeeping package to fit your needs now, and as you grow!

 

Entrepreneurial Growth Service Package

 

Who this is for

This package is ideal if your business has a high volume of transactions or more than four bank and credit card accounts. You have some momentum in the growth of your business and want proactive, professional services, tools and support to help propel your business to the next level.

 

What's Included

  • Monthly transaction tracking for accuracy
  • Payables management (paying your bills)
  • Receivables management (staying on top of what clients owe you)
  • Monthly financial reporting
  • Year-end informational tax form prep & filing (1099s) as required by law
  • Monthly Cash Flow tracking and forecasting
  • Financial results analysis and strategy meetings
  • As-needed QuickBooks Online training
  • As-needed email and telephone support

 

Results you can expect

A professional team approach to leverage what your financial information means so you can use it to increase profits and maximize your business growth and efficiency.

 

Flat Rate Service fees start at $775 / mo


Classic Bookkeeping Service Package

 

Who this is for

This package is designed for established businesses that want to take a more proactive approach to managing and monitoring their financial performance. You want to lighten your administrative burden when it comes to keeping up with the numbers, so you can redirect your focus to managing and growing your business.

 

What's Included

  • Monthly transaction tracking for accuracy
  • Payables management (making sure your bills get paid)
  • Receivables management (staying on top of what clients owe you)
  • Monthly financial reporting
  • Year-end informational tax form prep & filing (1099s) as required by law
  • Basic Cash Flow tracking
  • Financial results analysis meetings
  • As-needed QuickBooks Online training
  • As-needed email and by-appointment telephone support

 

Results you can expect

The assistance and tools you need to stay informed about your business's health and direction. The ability to start working ON your business, instead of just in it.

 

Flat Rate Service fees start at $425 / mo


Compliance Service Package

 

Who this is for

This package is ideal for startup businesses that have a small volume of monthly transactions, and take care of their own invoicing and bill payments. If you want a bare-bones approach to your bookkeeping at this early stage, this is for you.

 

What's Included

  • Monthly transaction tracking for accuracy
  • Monthly financial reporting
  • Year-end informational tax form prep & filing (1099s) as required by law
  • As-needed email support

 

Results you can expect

Up-to-date financial records throughout the year, and less stress at tax time.

 

Flat Rate Service fees start at $175 / mo


Standalone Services

 

Bookkeeping Health Checkup

This service is a complete health check-up to assess the accuracy of your bookkeeping records and identify any issues that may need to be corrected for accurate reporting and management. If something doesn't seem quite right with your existing bookkeeping records or systems, then you probably need this service.

 

Bookkeeping Records Update & Cleanup

Have your bookkeeping records been neglected and need updating? Did you have a checkup done on your bookkeeping records and there are some important issues that need to be fixed and/or cleaned up to produce accurate financial reports? Then you probably need the help of a professional. This service is not inexpensive, but it will save you from getting into even more trouble with the IRS or get blindsided by unexpected financial problems. You'll get the solutions you need to get back on track and a clear road map to follow, to build healthy financial habits going forward.

 

Bookkeeper Review Service

If you prefer to have your bookkeeping done in-house, but it's not being handled by a professional bookkeeper, this service helps you save money by assuring that your financial records are accurate and clean. We review your bookkeeping on a monthly or quarterly basis and make any corrections needed for accuracy. We will also advise and train you or your staff to improve on areas of weakness.

 

Software Conversion from Desktop to Online

Are you using QuickBooks Pro, Premier or Quicken desktop software, but want to get the convenience of QuickBooks Online?  We can help you convert your existing bookkeeping records to QuickBooks Online for anytime, anywhere convenience to help streamline your financial records and workflow.

 

New Bookkeeping System Setup

Have you been using spreadsheets to keep your books, but know an online bookkeeping system would be easier and more convenient?  Or worse yet, are you not yet keeping a formal set of books for your new business, but know you need to do something about it soon? Then we can help you choose the best online bookkeeping program for your situation and budget, and get you set up. We'll work with you to get set up right, whether you decide to keep doing the books yourself, or hire us to take care of it for you.

 

Which Services are Right for YOU?

Contact us and we will take your unique needs into consideration and customize the package that best fits your situation.

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