Management Services
Monthly Bookkeeping
Tier 1
$99
- Up to 25 Transactions
- 1 Bank + 1 Credit Card/Liability Account Managed Monthly
- Effortless Data Entry: We enter and reconcile all your bank and credit card transactions.
- Clear Financial Picture: You'll gain a comprehensive understanding of your business health with monthly income statements and balance sheets.
- Dedicated Bookkeeper Support: Get fast and friendly assistance from your bookkeeper.
Tier 2 - Most Popular
$325
- Up to 125 Transactions
- Up to 5 Bank + 5 Credit Card/Liability Account(s) Managed Monthly
- Effortless Data Entry: We enter and reconcile all your bank and credit card transactions.
- Clear Financial Picture: You'll gain a comprehensive understanding of your business health with monthly income statements and balance sheets.
- Dedicated Bookkeeper Support: Get fast and friendly assistance from your bookkeeper.
- Quarterly Management Reports
Tier 3
$650
- Up to 400 Transactions
- Up to 12 Bank + 12 Credit Card/Liability Account(s) Managed Monthly
- Effortless Data Entry: We enter and reconcile all your bank and credit card transactions.
- Clear Financial Picture: You'll gain a comprehensive understanding of your business health with monthly income statements and balance sheets.
- Dedicated Bookkeeper Support: Get fast and friendly assistance from your bookkeeper.
- Quarterly Management Reports
- Proactive insights: Receive efficiency analysis reports to identify
Tier 4
Get a quote
- 400+ Transactions
- TBD Bank + Credit Card/Liability Account(s) Managed Monthly
- Effortless Data Entry: We enter and reconcile all your bank and credit card transactions.
- Clear Financial Picture: You'll gain a comprehensive understanding of your business health with monthly income statements and balance sheets.
- Dedicated Bookkeeper Support: Get fast and friendly assistance from your bookkeeper.
- Quarterly Management Reports
- Proactive insights: Receive quarterly efficiency analysis reports to ide
Additional Services
Full Charge Bookkeeping Service
Full Charge Bookkeeping Service
Full Charge Bookkeeping Service
- Client Invoicing
- Accounts Receivables
- Collections
- Vendor Payments
- Accounts Payable
- Bank and Credit Card Reconciliation
- Data Entry and Bank Feed Management
- General Ledger / Payroll Entry
- Sales Tax Payments and Returns
- Inventory Management
- Fixed Asset Management
- Payroll including all Tax Filings
- Purchase and Sales Orders
- Journal Entries
Accounting Services
Full Charge Bookkeeping Service
Full Charge Bookkeeping Service
- Cash Flow / Budgeting
- Financial Analysis
- Property Tax Forms and Filing
- Meals and Liquor Taxes
- Sales Tax Filings
- State Corporation Commission Filings
- Payroll Tax Filings
- 1099 and W2's
- Financial Statements and Reports
- Non Profit Accounting
- Monthly, Quarterly Year End Review
- Prepare All Reports Needed for CPA at Year End for Tax Purposes and Audit
Financial Reporting
Financial Reporting
Financial Reporting
- Income Statement
- Balance Sheet
- Cash Flow
- Ledger Reconciliations
Additional Services
Financial Reporting
Financial Reporting
- Software and Setup
- Initial Setup for New Companies
- Chart of Accounts Setup
- Generation of Customized Invoices and Credit Memos
- Software - Installation and Set-up
- Transition from Desktop to Cloud-Based Services
- Securing Client Data Using Backup Procedures
- Process Payroll through any Platform