- Record Income/Expense
- Categorize Transactions
- Bank and Credit Card Reconciliation
- Monthly Financial Statements
- Quickbooks Online Subscription Management
- Accounts Receivable
- Accounts Payable
- Receipt Management
- Custom Reports
- Free Consultation – Let’s start here to discuss your current processes and pain points. There’s no commitment.
- Review/Proposal/Engagement – We will discuss this during consultation.
- Set-up – To get started on the software.
- Catch-up – Because you haven’t had time.
- Clean-up – To get historical data on the right track.
Looking for a monthly service package that will best fit your needs?
We have three plans that can be customized to work best for you.
Basic Bookkeeping Services
Starting at $350/month
Purpose: Get your books up to date and ready to be easily reviewed.
We take care of categorizing expenses and payments to make sure your books are clean and ready to go.
Result: Organized bookkeeping and peace of mind knowing that you no longer have to worry about sorting, organizing and storing receipts for ‘later’. Expenses are consistently categorized and information is up to date.
Premier Bookkeeping Services
Starting at $500/month
Purpose: Truly understand your business’s financial performance.
Accurate and up-to-date bookkeeping and financial statements are only half the battle. The other half is customization of your records so that you understand them.
Result: Clear, actionable financial reporting. Peace of mind knowing that you are armed with the information you need to make informed decisions.
Elite Bookkeeping: Interpret and Advise
Starting at $700/month
Purpose: Trend data, forecast and review, you now understand the areas in which to concentrate to make more money.
You have a clearer picture of how much you are investing in your business. We begin budgeting and forecasting. You can begin to build a strategy to have your money start working harder for you and see where to focus energy on cost saving and opportunity to generate revenue.