Tailored services to support your business needs
What We Offer
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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!
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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!
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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.
Accounts payable support
Accounts receivable support
Sales & Use Tax
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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