Services
How we help you
Every business is unique and so are your bookkeeping needs. In our discovery call, we will discuss those needs together. We will then create your personal proposal for the way forward. We only offer custom and transparent value-based pricing, fixed monthly fees, no hourly rates.
Are you ready to schedule your free discovery call?
Full-service Bookkeeping
No more staring at receipts and wondering how to do your books. We handle all your ongoing bookkeeping needs and provide you with accurate monthly or quarterly financial statements. You will always be informed about your business’ health, prepared for any audits, and ready to file your taxes.
Monthly and Quarterly Bookkeeping includes
- Bank account and credit card reconciliation
- Recording, classifying and posting transactions
- Adjusting entries
- Customized Chart of Accounts
- Preparation and review of financial statements
- Month-end/Year-end close for your tax preparer/CPA
- Unlimited support
Historical Cleanup/Catchup
Have you fallen behind on your bookkeeping? Or maybe your books are just a mess? Is tax time around the corner? We are here to get your books cleaned up or caught up so you can have peace of mind.
Cleanup/Catchup includes
- Full diagnostic review of books
- Bank account and credit card reconciliation
- Recording, classifying and posting transactions
- Adjusting entries
- Preparation and review of financial statements
- Report of findings with expert recommendations
DIY Bookkeeping
For the business owners that do their own books. We are here to support you and help out if you encounter any problems.
DIY Bookkeeping includes
- Review of books
- Bank account and credit card reconciliation
- Email, phone or virtual support
Add-on services
We’re happy to offer additional services as part of other packages or as a standalone solution.
Available services
- Annual filing of 1099s
- Sales tax filing
- Accounts Payable
- Accounts Receivable
- Payroll
