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.
Standard
Up To $25,000 in
Monthly Expenses
Cost Allocation = 1-3 Chk/CC Accounts
Transaction Review
Account Reconciliation
Basic Financial Reports
Email Support = Limited
Premium (Popular)
Up To $100,000 in
Monthly Expenses
Cost Allocation = 2-4 Chk/CC Accounts
Transaction Review
Account Reconciliation
Basic Financial Reports
Email Support = Limited
Enterprise (Best)
Over $100,000 in
Monthly Expenses
Cost Allocation = 5-6 Chk/CC Accounts
Transaction Review
Account Reconciliation
Basic Financial Reports
Email Support = Unliimited
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.