Bookkeeping Services
Our bookkeeping experts ensure you have the financial accuracy and visibility to focus all your energy on your business without worrying about your books.
Monthly Bookkeeping
Your books and business financial reports will be tax compliant and up to date.
Guaranteed!
Clean Ups
We have catch-up and clean-up solutions for any set of books. We will get you back up and running in no time.
1:1 Support
You have a dedicated bookkeeper and access to our expert team to answer any questions you have.
Services
- Bookkeeping software subscription (If you need to open a new file, we can provide a discounted rate not available directly to you!)
- Initial onboarding (Maybe a one-time fee depending on the estimated time to accomplish)
- Monthly account reconciliation
- Monthly preparation of 3 Financial Statements (Balance Sheet, Income Statement, and Statement of cash flows)
- 1-hour video conference monthly, as requested to discuss and review the financial statements, answer any questions/comments you might have
- Receipt and critical document management (separate fee) - At tax time, you’ll have everything in one place for your CPA
- Unlimited email support at no additional charge with 48 hours or less turnaround
- Collaboration with a CPA or financial professional at tax time if requested (We’ll help you work with them, so you have support)
Additional Services
- Historical cleanup (will be dependent on how many months/years back)
- Accounts Payable
- Accounts Receivable, Invoicing
- Budgeting
- Benchmarking
- Forecasting
- Additional accounts
- Custom reports
- Additional video conferencing
- Special requests, let us know what you need
