Services We Offer
Monthly services
- Recording transactions
- Reconciling bank statements
- Month-end adjusting journal entries
- Preparing financial statements
Add-ons
- Receipt Management
- Invoicing customers
- Bill pay & accounts payable
- Payroll
- Sales tax filing
- Monthly video reporting of financial statements
Clean ups
- Organizing receipts of past years
- Reconciling past months/years
- Producing Financial Reports for past tax years
- Working with your Accountant to complete taxes for previous year
**Custom pricing based on the scope of job
Packages
Our value priced packages guarantee outstanding personal and accurate service with no surprise fees and are customized to meet your business needs. You and your business get the attention you deserve every month.
Basic
- Accounts Set-up
- Monthly QBO subscription
- Monthly classifying and reconciling (up to 2 accounts/75 transactions)
- Business financial reports presented annually
- Email/text support
Starting at $225/ month
Plus
- Accounts set up
- Monthly QBO subscription
- Bi-Weekly classifying and reconciling (up to 4 accounts/200 transactions)
- Business financial reports presented quarterly
- Email/text support
Starting at $350 / month
Pro
- Account set up
- Monthly QBO subscription
- Weekly bookkeeping
- Weekly classifying and reconciling (4 +accounts/200+ transactions)
- Business financial reports presented monthly
- Email/text support
Starting at $500 / month
**All packages have options to add receipt management, invoicing, billing, payroll services and 1 hour monthly video call to review financial monthly reports.
