Bookkeeping

Bookkeeping is a crucial component of operating a business. Beyond compliance, bookkeeping provides the financial insight a small business owner needs to navigate the success of their business. Our team of bookkeepers are ready to help manage your books allowing you to focus on operating your business. Here a some of our starting bookkeeping packages:

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Bookkeeping Packages

Price:

starting at: $199/month

starting at: $349/month

starting at: $499/month

Package Description:

Our compliance package is tailored to maintain your books quarterly in order to stay on track for Tax compliance.

The Bronze package is for the small business owner that is growing their business and needs to have their finger on the pulse of the business. 

The Silver package is for established businesses that carve their path to success by relying on weekly financial updates throughout the month.

# of Bank/Credit accounts:

2

4

6

# of transactions per month:

up to 50/mo.

up to 250/mo.

up to 325/mo.

Bank/Credit account reconciliations:

Quarterly

Monthly

Weekly

Account verification and compliance:
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We will verify your book balances against your bank statements to ensure your balances are 100% accurate. Also, we review all transactions to ensure they are categorized to the appropriate general ledger accounts.

Quarterly

Monthly

Weekly

Financial Reporting:

Quarterly - Basic Reporting

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Basic Reporting includes an Income Statement and Balance Sheet only

Monthly - Basic Reporting

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Basic Reporting includes an Income Statement and Balance Sheet only

Weekly & Monthly - Management Reporting

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Management Reporting includes an Executive Summary highlighting financial trends that may have occurred, Cash Summary, Income Statement, Balance Sheet, A/R Aging, and A/P Aging.
Dedicated Bookkeeper:
Dedicated Accountant:
Client Advisory Meeting

Quarterly Advisory Meeting

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Advisory Meetings are a chance to meet with your accountant and discuss the financial health of your business. In these meetings, we will present your financial reports, discuss goals, and answer your questions.

Monthly Advisory Meeting

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Advisory Meetings are a chance to meet with your accountant and discuss the financial health of your business. In these meetings, we will present your financial reports, discuss goals, and answer your questions.
Apps Included: