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Services

Your personalized bookkeeping package is priced monthly and includes services discussed during our consultation. Schedule a free consultation where we will create a customized package that best fits your business needs.

Full Bookkeeping Services

Full Bookkeeping Services

For the business owner who wants regular updates about their financials  

  • Unlimited email support from your Account Manager

  • Monthly financial reporting (Income Statement, Balance Sheet, Statement of Cash Flows)

  • QBO Plus subscription

  • Hubdoc receipt management software subscription

Quarterly Bookkeeping

Quarterly Bookkeeping

For the small business looking to stay compliant while starting their business  

  • Limited email support from your Account Manager

  • Quarterly financial reporting (Income Statement & Balance Sheet)

  • QBO Plus subscription

  • Hubdoc receipt management software subscription

Startup Bookkeeping Services

Startup Bookkeeping

For new businesses who want to hit the ground running

  • QuickBooks Online account setup

  • Customized Chart of Accounts

  • One hour meeting with QuickBooks Certified Proadvisor

  • Receipt management setup

Bookkeeping histoical clean up

Historical Clean Up

For the business that needs a bit of catching-up

  • Bring bookkeeping current to present

  • Customized Chart of Accounts

  • Finalized financial statements of historical data

  • One hour meeting to review financials

Additional bookkeeping services

Additional Services

Customize your package further with these options

Full Bookkeeping Services
Quarterly Bookkeeping
Startup Bookkeeping
Historical Clean Up
Additional Services
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