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Services.

Our services are adaptable to suit your business's unique requirements. Whether you're embarking on a new venture or seeking to reclaim valuable time in your day, we provide tailored solutions to fulfill every aspect of your business needs.

Monthly Bookkeeping Services

Tier 1: Peace of Mind

This service tier will bring your books into compliance by ensuring accurate categorization of every transaction. We provide this Peace of Mind to business owners by offering the following:

Basic Bookkeeping Services Services:

- Updating of Bank Feeds (1 bank account & 1 Credit Card)

- Recording & Categorizing of  Income & Expenses

- Bank Reconciliations

- Loan Reconciliations

- POS Processing & Breakout

- Tax Prep

- Documentation Gathering

- QBO Reviews

- Financial Reports & Tax Packet

- CPA Partnership 

Tier 2: Clarity

This service tier, inclusive of tier 1 above, provides clarity that will allow your books to accurately reflect revenue and expenses across multiple levels. We provide this Clarity to business owners by providing the following:

*Additional bank accounts or credit cards

 

Services:

-Project Tracking

-Location Tracking: 

-Class Tracking

Pricing:

Tier 1- Basic Bookkeeping starting at $225 per/month

*The price is more accurately determined after a quick review or discovery call.

Tier 2- Starting at $265 per/month

Additional Services: 

- *Payroll Processing & Management 

- *Accounts Receivable (Invoice Generation) 

- *Accounts Payable (Bill Pay)

Clean Ups & Catch Ups

Are your financial records lagging behind, trailing months or even years? Whether you're seeking a loan, catching up on taxes, or simply need to assess your financial standing, fret not! With a thorough review, we swiftly identify your catch-up requirements and spring into action.

Once equipped with all necessary documentation, we embark on the journey of restoring order to your books by:

- Historically Updating the Bank Feeds 

- Recording & Categorizing the Expenses and Reviewing for Accuracy 

- Income Tracking 

- Historically Reconciling the Bank Accounts and Reviewing of Discrepancies 

- Loan Reconciliations

- Tax Prep Review 

- Profit and Loss Review & Corrective Suggestions 

- Balance Sheet Review & Corrective Suggestions 

- QBO Review

- Financial Reports & Tax Packet 

- CPA Partnership 

 

**Pricing is determined by the scope of work, number of accounts, transaction, and frequency. 

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