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
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
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
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
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 Services
Customize your package further with these options
-
Accounts Receivable/Invoicing
-
Accounts Payable/Bill Pay
-
Sales Tax Payment
-
Custom Reporting