Services

Bookkeeping Services

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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. 

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*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

• Up to two checking/saving/credit card accounts

• Up to 50 transactions per quarter

• Reconciliation of accounts quarterly

• Preparation of Financial Statements quarterly

• Limited email support

Premium Services - $500+/month

Ideal for Well-Established Businesses

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• Account set up and monthly subscription to QBO

• Recording and classifying  of up to five checking/saving/credit card accounts monthly

• Reconciliation of accounts monthly

• Up to 200 transactions per month

• Preparation of Financial Statements monthly

• Unlimited email support

Standard Services - $300+/month

Ideal for Established Small Businesses

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• Account set up and monthly subscription to QBO

• Recording and classifying of up to three checking/saving/credit card accounts monthly

• Reconciliation of accounts monthly

• Up to 100 transactions per month

• Preparation of Financial Statements monthly

• 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

• Accounts Payable assistance/management

• Payroll assistance

• Inventory tracking/management

• Quickbooks Online software set-up

• Catch-up work - get your books up-to-date

• Receipt management

First Steps - How it works

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1. Contact via website, email, or phone.

2. We send you a questionnaire to fill out on your business.  

3. Set-up a free consultation/discovery call to talk about your businesses needs. 

4. We review your books to see the full picture - a diagnostic review.

5. You receive a customized quote unique to your business.

6. Review and sign the engagement letter.

7. Start the onboarding process!