Services
We understand that every business is unique, so let us tailor our services to meet your business's bookkeeping needs.
Bookkeeping Services
We offer a FREE Consultation!
This is a no-obligation discovery call to go over your goals and needs. From there we will help you choose a customized monthly plan that fits your business bookkeeping needs.
*A one-time $300 set-up fee applies for all new clients.*
Basic Services - $150+/month
Ideal for Start-Up, DIY, and Micro Businesses
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Account set-up and monthly subscription to QBO
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Up to two checking/saving/credit card accounts
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Up to 50 transactions per quarter
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Reconciliation of accounts quarterly
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Preparation of Financial Statements quarterly
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Limited email support
Premium Services - $500+/month
Ideal for Well-Established Businesses
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Account set up and monthly subscription to QBO
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Recording and classifying of up to five checking/saving/credit card accounts monthly
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Reconciliation of accounts monthly
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Up to 200 transactions per month
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Preparation of Financial Statements monthly
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Unlimited email support
Standard Services - $300+/month
Ideal for Established Small Businesses
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Account set up and monthly subscription to QBO
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Recording and classifying of up to three checking/saving/credit card accounts monthly
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Reconciliation of accounts monthly
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Up to 100 transactions per month
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Preparation of Financial Statements monthly
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Unlimited email support
Customized Bookkeeping Services
Every plan can be customized, these are add-on services that are available for your convenience.
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Accounts Receivable assistance/management
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Accounts Payable assistance/management
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Payroll assistance
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Inventory tracking/management
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Quickbooks Online software set-up
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Catch-up work - get your books up-to-date
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Receipt management
First Steps - How it works
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Contact via website, email, or phone.
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We send you a questionnaire to fill out on your business.
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Set-up a free consultation/discovery call to talk about your businesses needs.
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We review your books to see the full picture - a diagnostic review.
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You receive a customized quote unique to your business.
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Review and sign the engagement letter.
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Start the onboarding process!