Tailored services to support your business needs

What We Offer

  • Basic

    Standard monthly bookkeeping which is everything you need for annual taxes and to get a pulse on how your business is doing:

    • Categorizing transactions

    • Reconciling accounts

    • POS sales journals and integrations

    • Payroll integrations

    • Monthly adjusting entries

    • Monthly reporting

    • Someone to ask questions to throughout the month when things come up!

  • Intermediate

    For clients who want a deeper dive into how their business is doing, maybe you’re planning for growth, trying to boost revenue, or just want a more in-depth look:

    • Everything in the basic bookkeeping package

    • Customized monthly management reports which can include:

      • Inventory management reports

      • Customer analysis

      • Who owes you money

      • Year over year and month over month comparisons

      • And more!

  • Advanced

    Best suited for clients who want a business partner to brainstorm things and want the opportunity to have focused discussions on certain aspects or growth points of their business:

    • Everything in the intermediate package

    • Monthly management meeting via zoom to review your management report and any other items

FAQs

What if I need some extra guidance?

We provide the below add-on services to make sure your finances are covered.

  1. Accounts payable support

  2. Accounts receivable support

  3. Sales & Use Tax

  4. Payroll

What if I need something not listed above?

We do offer hourly services on a client by client basis with existing clients getting priority for certain one-off tasks like loan applications, workers comp audits, etc. If you’re in need of clean up or QuickBooks set up please reach out to schedule a consult and we’ll let you know if we have availability!

You can also book an office hours appointment directly from the website! There you can ask any bookkeeping or QuickBooks related question on a one-off basis.

Ready for bookkeeping bliss?

There’s no commitment, pressure, or obligation. We want to help you reach your financial goals with ease.

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