Monthly Bookkeeping Service

We genuinely care about making life easier for our clients so you can spend more time doing what you love while we handle your Accounting, Bookkeeping, and Tax Preparation needs. All services are customized to your specific needs taking into consideration a variety of factors including, but not limited to, the number and type of accounts, transaction volume, reporting needs, etc.
  • Monthly Bookkeeping Service

  • Cost Allocation
  • Transaction Review
  • Account Reconciliation
  • Basic Financial Reports
  • Email Support
  • Data Entry
  • Custom Financial Reports
  • Priority Processing
  • Training Discounts
  • Year End Tax Advice
  • STANDARD

  • Up to $25,000 in monthly expenses

  • 1-3 Chk/CC Accounts
    Cost Allocation
  • Transaction Review
  • Account Reconciliation
  • Basic Financial Reports
  • Limited
    Email Support
  • Data Entry
  • Custom Financial Reports
  • Priority Processing
  • Training Discounts
  • Year End Tax Advice
  • PREMIUM

  • Up to $100,000 in monthly expenses

  • 2-4 Chk/CC Accounts
    Cost Allocation
  • Transaction Review
  • Account Reconciliation
  • Basic Financial Reports
  • Limited
    Email Support
  • Data Entry
  • Custom Financial Reports
  • Priority Processing
  • Training Discounts
  • Year End Tax Advice
  • ENTERPRISE

  • Over $100,000 in monthly expenses

  • 5-6 Chk/CC Accounts
    Cost Allocation
  • Transaction Review
  • Account Reconciliation
  • Basic Financial Reports
  • Unlimited
    Email Support
  • Data Entry
  • Custom Financial Reports
  • Priority Processing
  • Training Discounts
  • Year End Tax Advice

Additional Services Available

With monthly bookkeeping service
Document Management

App setup,  integration and training to securely store and organize statements, bills and receipts to make your business audit proof.

Financial Reports

Monthly reports of your choice via e-mail (for example: Profit and Loss, Balance Sheet, Accounts Receivable, Accounts Payable, etc)

Tax Referrals

We can collaborate with your tax preparer or we connect you to one of our tax preparation partners.

Rush Delivery

Have your business be at the front of the line every month.  Monthly work completed within 3 business days of receiving all information needed.

Advisory Sessions

Virtual meetings to help you understand your books, answer questions and discuss ways to improve your workflows and increase growth.

Accounting Software Setup

We can setup a new accounting file and offer a discount in new subscriptions.

Let’s Take a Few Minutes and Find a Perfect Bookkeeping Solution for Your Business!

I have worked with dozens of small businesses to help them with their bookkeeping needs. In doing so, I’ve realized many businesses don’t know where they stand financially, or where they are going and they are missing out on the power of having their finances up to date and accurate to align them with their growth goals.

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  • Phone Call
  • Zoom
  • Skype
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What is your industry?
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What services are you looking for?
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  • Monthly Bookkeeping
  • Catch-up/ Clean-up Bookkeeping
  • QuickBooks Online Setup
  • QuickBooks Online Training
  • Multiple/ All of the Above
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What accounting software are you using?
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  • QuickBooks Online
  • Xero
  • Nothing Yet
  • Other (specify below)
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