Our Services
Standard bookkeeping package
Don't wait until it is crunch time to review your business financials. Don't overpay on your taxes and miss deductions. Our standard bookkeeping package will ensure your books are up to date and accurate. We can further customize your service package with any add-on services that would be beneficial for your business.
Monthly tracking of income and expenses
Classifying all entries in Quickbooks Online
Reconciliation of your business accounts including bank, credit cards, and loans.
Monthly preparation of financial statements including balance sheet and profit and loss.
Annual Reconciliation including year-end financials to make tax filing simple and seamless.
Email, text, phone support
Add-On Services
Historical Clean-up/Catch up work
Accounts Payable Management
Accounts Receivable Management
Sales Tax Filing
Payroll Setup & Support
Class/Job Tracking
Legal Services
What’s included?
Quickbooks Online Support
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Transaction + Expense Recording
We will record and classify all of your business banking transactions to the correct bookkeeping account to ensure your expenses and deductions are accurate. We reconcile your bank accounts monthly to confirm that your reports are correct. We can link your bank account to directly import to Quickbooks! This allows us to classify expenses as soon as they are reported. We will ensure all of your transactions are coded correctly for tax time so you don't miss out on any more deductions!
Financial Reporting
We offer monthly cash basis reporting for all our clients. This includes a profit & loss and balance sheet. These reports offer you insight into the financial standing of our business. They can allow you to make sound decisions regarding business investments as well. We'll automatically send these reports to you at the end of each month. Further reporting can be requested if needed.
Add-on Services
Historical Clean-Up
If you have signed up for the Basic Bookkeeping Package but you have fallen behind on your bookkeeping, this is sometimes needed to get you caught up. We are happy to offer historical clean-up services for the time period you specify. Pricing will depend on the clean-up time period and the number of accounts and transactions involved.
AR & AP Management
Do you struggle getting your client invoices out timely? Or recording your customer payments so you have accurate customer balances? If invoicing your clients takes up all your time, let us handle it for you. We will set you up with Intuit Payments so clients can pay their invoices right there from their inbox! Or maybe you find it difficult to keep up on bill payment and often wonder how much you really owe to vendors. Need someone to stay on top of your business bills? We can tackle that too!
Sales Tax Filing
Is your business subject to sales tax? Do you feel unsure if your monthly or quarterly sales tax reports are correct? Do you fear an audit? Or would you just like to take this compliance piece off your plate? We can help!
Payroll + 1099 Tracking
Do you have employees? We offer payroll services for you and your employees. We partner with Gusto to provide superior services. We'll also track + file your payroll liabilities for you.
Do you have subcontractors? We can track their payments as well and issue 1099s at year end.
Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll reports every month and quarter.
Job Costing or Class Tracking
Nothing is more important than understanding job profitability. If you feel like you are losing money on every job, or you would like to understand which services are most profitable, job costing is right for you! We will set up your QBO account to allow us to classify each and every transaction to a specific job. When you are ready to review your project list, we can send you financials providing your project profitability so you can make decisions on how to quote future jobs or reward staff for meeting goals!
Legal Services
Is your business fully legal and compliant? Are you covered against liability? Do you need a partnership agreement or to register for tax ID numbers? Our partner team of legal experts can review your situation and determine how you can make sure your business is protected. They make business setup and compliance simple!
Pricing
starting at
$299
For businesses with up to $25,000 in monthly revenue or expenses.
starting at
$499
For businesses with $25,000 - $150,000 in monthly revenue or expenses.
starting at
$997
For businesses with up greater than $150,000 in monthly revenue or expenses.
How does it work?
1
Schedule a Discovery Call
Fill out the form below and we’ll schedule a time to talk about your business, your needs and how I can help you reach your goals. Once we determine the right services for you, I will put a proposal together for your review.
2
Onboard as a New Client
After we decide together the best package for your business needs and goals, you will get access to our client portal where you will have resources to make onboarding as a new client simple. In the portal, you will be guided through everything you need to do so we can get you on the right track to financial success!
Don't worry...we fully expect to do all the heavy lifting but there are some things we need from you to get started.
3
Kick Back and Relax
With out team at your fingertips, you no longer need to stress or worry about your business's financial health. Enjoy running your business and lean on us when you need it!
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