Our Services
Bookkeeping Services You Can Rely On
Monthly Bookkeeping Services
We offer three different plans for monthly bookkeeping services. All three plans include recording financial transactions, monthly reconciliations and financial statements as well as unlimited email support.
| Basic | Plus | Premium | ||
|---|---|---|---|---|
| Initial Setup | ||||
| Initial Setup | ✔ | ✔ | ✔ | |
| Transactions recording | ||||
| Transactions recording | ✔ | ✔ | ✔ | |
| Monthly Reconciliations | ||||
| Monthly Reconciliations | ✔ | ✔ | ✔ | |
| Monthly closing entries | ||||
| Monthly closing entries | ✔ | ✔ | ✔ | |
| Monthly financial statements | ||||
| Monthly financial statements | ✔ | ✔ | ✔ | |
| Unlimited email support | ||||
| Unlimited email support | ✔ | ✔ | ✔ | |
| Communication with your CPA or accountant | ||||
| Communication with your CPA or accountant | ✔ | ✔ | ✔ | |
| Invoicing (Accounts Receivable) | ||||
| Invoicing (Accounts Receivable) | ✔ | ✔ | ||
| Bill Pay (Accounts Payable) | ||||
| Bill Pay (Accounts Payable) | ✔ | ✔ | ||
| Payroll | ||||
| Payroll | ✔ | |||
| Class tracking | ||||
| Class tracking | ✔ | |||
Clean Up Services
Are you behind on your books? We offer catch-up services to get your books up to date and ready for tax filing. Our clean up service starts at $75 per hour – a retainer of 6 hours will be required.
Additional Services
The following services can be added to any of the monthly bookkeeping package. Pricing is subject to assessment on a per client basis.
- Accounts Payable - We will enter all vendor bills and process payments, if needed.
- Accounts Receivable - We will generate invoices and e-mail your customers via QuickBooks Online.
- Payroll - Coming soon! We are partnered with Gusto to help you with your payroll needs.
- Tax Return - Enjoy great discounts on tax return preparation through our partnership with Halon Tax.