Which package is the best fit for you?
STANDARD
Starting at $399
Billed monthly
Perfect for the new entrepreneur who’s ready to stop bootstrapping and start outsourcing
Record & Categorize
[Up to 50] Transactions
Reconcile Bank Account(s), Credit Card(s) and Loan(s)
[Up to 2 accounts]
Generation of Financial Reports, Including Balance Sheet, P&L, and Cash Flow Statement
[Quarterly]
Email Support
[Response within 1 week]
Virtual Meetings +
[Annually]
PREMIUM
Starting at $650
Billed monthly
Perfect for the growing entrepreneur with a 1-2 year old business, who needs a little more support and feedback
Record & Categorize
[50 - 100] Transactions
Reconcile Bank Account(s), Credit Card(s) and Loan(s)
[2-3 accounts]
Month-End Adjusting Entries & Closing
Generation of Financial Reports, Including Balance Sheet, P&L, and Cash Flow Statement
[Monthly]
Advanced & Customized Financial Reporting
Email Support
[24-hour response time]
Virtual Meetings +
[Quarterly]
Year-End Preparation for Tax Filing
THE WORKS
To Be Determined
Billed monthly
Perfect for busy business owners who need completely hands-off help and strategic financial partnership to keep growing their business
Record & Categorize
[100 - 250] Transactions
Reconcile Bank Account(s), Credit Card(s) and Loan(s)
[3-5 accounts]
Month-End Adjusting Entries & Closing
Quickbooks Online Subscription Included
Generation of Financial Reports, Including Balance Sheet, P&L, and Cash Flow Statement
[Monthly]
Advanced & Customized Financial Reporting
Email Support
[24-hour response time]
Phone Call Support
Virtual Meetings +
[Monthly]
Year-End Preparation for Tax Filing
Budgeting
Asset Analysis
A la Carte options
Don’t quite see what you need? Or need something a little more customized?
No problem! We’ve got you covered.
Ask us about adding any of these “a la carte” options* to add to and perfect your business bookkeeping plan:
Accounts Payable (A/P)
Entering Vendor
Invoices
Preparing checks
Bill payment
Expense tracking
1099 Preparation
Accounts Receivable (A/R)
Create and send
customer invoices
Statements
Invoice follow-up
Quickbooks Extras
New Software Setup +
Training
Data Review
Data Migrations into
and out of QB
Payroll
Full Payroll Services
Payroll Taxes
Payroll Support +
Troubleshooting
Administrative
Document Scanning
Data Entry and Migrations
More Extras
Budget Assistance
Clean-up Work +
Reconciliation Catch-
up
Loan Management
Job Costing
Class Coding
Inventory Tracking
And more!
Did you know that 40% of small business owners say that
bookkeeping and taxes are the WORST part of owning their own business?
Not only that, but a heartbreaking 82% of businesses fail as a direct result of mismanaging their
cash flow!
Your business is your passion - just like bookkeeping is mine.
You DESERVE:
To have a successful and profitable business for the long haul
To have more fun in your business (and outsource the boring stuff!)
And to have an experienced financial partner that will work alongside you to help you
protect and grow your business
How We Help You:
Really (REALLY) out of date records?
We’ll catch you up
Hopelessly scrambled accounts and reports?
We’ll clean it up
Still working out of 27 unorganized spreadsheets?
We’ll get you set up in Quickbooks
No time to get your business tax-ready?
We can have you CPA-ready by January in
most cases!