Bookkeeping

Year-round accounting you need

You went into business to do what you do best. So did we. We are here to support your business by letting you focus on growing and maintaining your business by being your accounting solution.

Our Plans

No two businesses are alike. Sometimes you only need someone helping our occasionally. Sometimes you need a fully-integrated, responsive accounting staff. We want to provide only what you need. These three packages demonstrate our flexibility and allowance for customization in your accounting needs. 

Essential

Starting at $500/mo.

Transaction Entry

Bank and Credit Reconciliation

Month-End Close

Financial Statements

Accounts Payable

Accounts Receivable

Payroll Processing

Management Reports

Weekly Snapshot

Project Tracking

Cash Flow Forcast

Budget vs Actual

Professional

Starting at $1,000/mo.

Transaction Entry

Bank and Credit Reconciliation

Month-End Close

Financial Statements

Accounts Payable

Accounts Receivable

Payroll Processing

Management Reports

Weekly Snapshot

Project Tracking

Cash Flow Forcast

Budget vs Actual

Premier

Starting at $1,500/mo.

Transaction Entry

Bank and Credit Reconciliation

Month-End Close

Financial Statements

Accounts Payable

Accounts Receivable

Payroll Processing

Management Reports

Weekly Snapshot

Project Tracking

Cash Flow Forcast

Budget vs Actual

Looking for more?

Check Out Our Virtual CFO

How It Works

Consultation

During your initial consultation with one of our bookkeeping specialists we will

  • Better understand your business and how you operate
  • Identify your challenges and needs
  • Prepare a proposed engagement

Onboarding

Your onboarding will be conducted directly with your dedicated bookkeeping team including bookkeeping specialist(s) and manager. It will include

  • Introduce you to your bookkeeping team
  • Set your company up in our portal
  • Acquire only the necessary access to your financial systems
  • Set up any new or addtitional technology

Recording

Our engagement will include the schedule of how often we will

  • maintain your financial records based on the information provided to us.
  • pay your bills
  • send invoices
  • respond to additional needs as they arise

 

During this time you will

  • provide required information to maintain
  • focus on growing your business

Reporting

  • Monthly Standard Financial Statements (Balance Sheet, Income Statement, and Cash Flow Statement)

  • Make more informed decisions with additional reporting on assets, projects, budget vs actual, and cash flow forcasting
  • Take your reporting to the next level with expert planning and analysis using our Virtual CFO.

Industries we work with

Retail

 

Professional Services

Real Estate

 

Manufacturing

 

Others

 

Bookkeeping Technology Partners

QuickBooks

Xero

Sage