Services

We understand that every business is unique, so let us tailor our services to meet your business's bookkeeping needs.

 
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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

  • 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

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Premium Services - $500+/month

Ideal for Well-Established Businesses

  • 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

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Standard Services - $300+/month

Ideal for Established Small Businesses

  • 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

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Customized Bookkeeping Services

Every plan can be customized, these are add-on services that are available for your convenience.

  • 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

  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!