Package Overview

We tailor our bookkeeping services around your unique business, budget, goals, and processes. Our bookkeeping services are more cost-effective and secure than hiring a traditional, in-house bookkeeper. Whether you’re a small start-up or an established business, we offer customized pricing specifically for you.

We utilize QuickBooks, the leading small business bookkeeping software, to help your business stay organized, focused, and prepared for the future.

 

This package is Ideal for:

  • Single owner/operator businesses

  • Up to 3 bank/credit card accounts

This package is Ideal for:

  • Emerging businesses/start-ups

  • Up to 6 bank/credit card accounts

  • Prepare monthly Balance Sheet and Profit & Loss statement

  • Monthly Reconciliation of checking and saving accounts

  • Reconciliation of credit card accounts

  • Enter receipts and deposits

  • Make adjusting journal entries

  • Monthly 1hr virtual meeting to discuss financial statements and anything else that's on your mind.

This package is Ideal for:

  • Established businesses

  • Up to 12 bank/credit card accounts

Add Ons

  • We will prepare your US payroll to meet US employment tax requirements.

  • Calculate and track accrued vacation and sick time or other benefits

  • Online portal to access to paychecks and year end forms

  • Payables management using Dext (formerly Receipt Bank)

  • Client invoice creation

  • Prepare monthly client statements/receivable reports

  • Expense Reimbursements

  • New Company LLC Formation Services

  • Software setup and training of software package.

  • Sales Tax Filing/Management

  • Historical Clean Up

  • Advisory

  • Job Costing