Our Services
A bookkeeping business provides peace of mind to clients by taking the complexities of financial record-keeping and compliance off their plate. With streamlined systems, expert knowledge, and a focus on accuracy, a bookkeeping business supports clients’ financial health, drives business efficiency, and allows for proactive financial planning.
Basic Service
$299 per month
Basic Bookkeeping Service Package
Our Basic Bookkeeping Service Package is designed to handle your essential financial tasks, giving you peace of mind and more time to focus on growing your business. This package covers the foundational bookkeeping needs for small businesses, freelancers, and startups, ensuring that your financial records are organized, up-to-date, and compliant. Here’s what’s included:
Monthly Transaction Recording: Accurate entry of income and expenses, ensuring a clear record of your financial activities.
Account Reconciliation: Regular reconciliation of bank and credit accounts to ensure your books match your financial statements.
Financial Statement Preparation: Monthly preparation of basic financial reports, including profit and loss and balance sheet statements, giving you a clear picture of your business’s performance.
Expense Categorization: Organizing expenses into appropriate categories for easier analysis and tax preparation.
Receipt Management: Tracking and organizing digital copies of receipts for compliance and easy retrieval.
Invoice Management: Creating and sending out invoices to support client interactions for ease of payments.
Customer Support: Access to our team for questions or guidance on managing your finances.
Intermediate Service
$399 per month
Intermediate Bookkeeping Service Package
Our Intermediate Bookkeeping Service Package is ideal for businesses that need more detailed financial management and analysis beyond basic transaction tracking. This package is designed for small to mid-sized businesses that require regular insights to support growth and decision-making. Here’s what’s included:
Advanced Transaction Recording: Detailed tracking and categorization of income, expenses, and other financial transactions for more nuanced reporting.
Monthly Account Reconciliation: Comprehensive reconciliation of bank, credit card, and loan accounts to ensure accuracy across all financial statements.
Customized Financial Reports: Monthly and quarterly financial reports, including profit and loss, balance sheets, and cash flow statements, tailored to your specific business needs.
Accounts Payable and Receivable Tracking: Monitoring of outgoing payments and incoming revenue, with reminders and organization for more timely cash flow management.
Budgeting Assistance: Support in setting up and maintaining a basic budget to help monitor spending and make informed financial decisions.
Expense Tracking and Analysis: In-depth categorization and tracking of expenses to identify trends, control costs, and optimize spending.
Tax-Ready Financials: Preparation of financial records in a tax-ready format for easier tax filing, minimizing last-minute scrambling.
Quarterly Review Meetings: Dedicated time to review financial performance, identify growth opportunities, and address any questions.
Payroll Management: Creating and sending 1099 documents to independent contractors to keep in compliance with reporting requirements.
The Intermediate Package is perfect for growing businesses that need reliable, regular financial insights to make proactive, data-driven decisions. Contact us to find out how our intermediate service can help your business thrive!
Advanced Service
$799 per month
Advanced Bookkeeping Service Package
Our Advanced Bookkeeping Service Package is tailored for established businesses that require comprehensive financial management, detailed analytics, and proactive support. This package is ideal for businesses looking to maintain strong financial health, plan strategically, and prepare for growth. Here’s what’s included:
Full-Service Transaction Management: Detailed tracking and categorization of complex transactions, including multi-entity consolidations, intercompany transactions, and specialized accounting needs.
Weekly Account Reconciliation: Frequent reconciliation of bank accounts, credit cards, loans, and merchant accounts to ensure up-to-the-minute accuracy in all financial statements.
Comprehensive Financial Reporting and Analysis: Customized, in-depth reports on profit and loss, balance sheets, cash flow, revenue streams, and expense breakdowns, with trend analysis and KPI tracking for business insights.
Accounts Receivable and Payable Management: Full management of invoicing, collections, vendor payments, and bill tracking to optimize cash flow and ensure timely transactions.
Inventory Management and Cost Analysis: Advanced tracking of inventory levels, cost of goods sold (COGS), and profitability analysis by product line or service category.
Budgeting and Forecasting: Detailed budgeting and financial forecasting to support strategic planning, expense management, and investment decisions.
Job Costing and Project Tracking: For businesses with multiple projects or departments, we track expenses, revenue, and profitability by project, providing insights into each area’s performance.
Tax Compliance Support and Preparation: Preparation of tax-ready financials, liaising with tax advisors, and staying updated on tax compliance to ensure your business is prepared year-round.
Monthly Strategy Meetings: Regular meetings with your dedicated financial expert to review reports, address key issues, identify growth opportunities, and refine financial strategies.
Year-End Payroll and Tax Filing Assistance: Preparation of year-end tax forms, including 1099s, to simplify tax filing and ensure compliance.
Our Advanced Package is ideal for businesses that need a fully integrated bookkeeping partner to help manage financial complexities and provide actionable insights. Contact us to learn how our advanced service can elevate your business!
