SERVICES & PACKAGES

We are here to support you, handle business behind the scenes and be a champion for the growth and success of your business.

Basic Bookkeeping Package

The basic bookkeeping package includes income and expense tracking on a monthly basis for all business-related accounts and point of sales systems.

We enter, categorize, reconcile and review your financial information to produce clean and accurate monthly financial reports.

A QuickBooks Online subscription is required. If one is needed, we offer discounts here.

Includes:

  • Organizing your accounts (no matter how messy or behind you are!)

  • Setting up/inputting everything into Quickbooks Online

  • Categorizing your expenses and income

  • Tracking transactions and keeping you current

  • Ensuring clean financial statements that include a Balance Sheet and Profit & Loss report

  • Working with your tax professional to streamline tax filings

  • Unlimited email and text support

  • QuickBooks Online subscription discount for 12 months

Price:

Monthly or quarterly retainer, dependent upon average annual income and monthly transactions.

Rather than a "one-price-fits-all" pricing system, we determine the monthly cost based on your unique business style and needs.

Add-on Services

  • Whether you’ve been trying to do it yourself or you’re starting fresh, we can get your books up-to-date.

    Pricing depends on the complexity of your accounting tasks and the length of time (ex: prior years or starting fresh from Jan. 1 of the current year)

  • Are you tired of creating, sending and managing invoices? Let us handle this for you. We will create and send invoices either weekly, bi-weekly, or monthly. This also includes sending follow-up communications for outstanding invoices past your payment terms.

  • We partner with Bill.com to securely manage and pay all your bills. This platform enhances security, giving you complete control over what gets paid and when.

  • Want to process yourself? We can help you with a one-time set-up which includes a discount on Gusto packages. Gusto includes efficient onboarding procedures for new hires and timesheet tracking for employees.

    When we handle your payroll, we:

    • Process based on your terms (weekly, bi-weekly, semi-monthly, monthly)

    • Onboard any new employees or contractors

    • Review quarterly payroll filings

    • Help you stay compliant

    • Can help with employee benefits (paid time off, 401K & HSA contributions, etc.)

    Pricing based on pay frequency and number of employees.