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
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Unlimited email support from your Account Manager
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Monthly financial reporting (Income Statement, Balance Sheet, Statement of Cash Flows)
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QBO Plus subscription
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Hubdoc receipt management software subscription
Quarterly Bookkeeping
For the small business looking to stay compliant while starting their business
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Limited email support from your Account Manager
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Quarterly financial reporting (Income Statement & Balance Sheet)
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QBO Plus subscription
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Hubdoc receipt management software subscription
Startup Bookkeeping
For new businesses who want to hit the ground running
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QuickBooks Online account setup
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Customized Chart of Accounts
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One hour meeting with QuickBooks Certified Proadvisor
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Receipt management setup
Historical Clean Up
For the business that needs a bit of catching-up
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Bring bookkeeping current to present
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Customized Chart of Accounts
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Finalized financial statements of historical data
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One hour meeting to review financials
Additional Services
Customize your package further with these options
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Accounts Receivable/Invoicing
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Accounts Payable/Bill Pay
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Sales Tax Payment
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Custom Reporting
