Our Services
We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.
Basic Monthly Bookkeeping
Monthly bookkeeping means keeping track of what already happened in your business—recording income and expenses, organizing receipts and double-checking everything against your bank accounts. It’s about keeping your records clean and accurate so you always know where your money went and are ready for tax time.
Basic Monthly Bookkeeping Includes:
- Record & categorize transactions on a weekly basis
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Reconcile bank and credit card accounts at the end of each month
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Generate financial reports on a monthly basis including the Profit & Loss, Statement of Cash Flows and Balance Sheet
Monthly Rates Start at $200/mo. Pricing is based on scope of work.
Cleanup Services
Cleanup services are like doing several months of bookkeeping all at once to get your records caught up and organized. This service brings your books up to date and can also include custom tasks based on your specific needs - like fixing errors, updating your chart of accounts, or setting up a better system going forward.
Basic Cleanup Includes:
- Catch up on months of missed transactions to bring books current
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Perform past months reconcilation of bank and credit card accounts
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Provide up-to-date reports showing a clear, accurate view of your finances
Custom Projects: We know cleanup can be a messy process! That's why we also offer custom cleanup projects tailored to your needs.
Pricing for Cleanup services is based on scope of work.
Add-On Services
Add-on services let you customize your bookkeeping package to fit your business needs. They provide extra support beyond monthly bookkeeping, helping you save time, stay organized, and gain deeper financial insight and strategy.
QuickBooks Setup
- Accounting software setup
- Customized chart of accounts creation
- Bank and payment system integration
- Data import from previous records
Bill Pay Coordination
- Streamline outgoing payments to stay on track with due dates.
- Preparation of check payments
Cash Flow Advisory
- Short-term (2-4 week) cash flow forecasting
- Guidance on prioritizing bills when cash is tight
- Out of cycle financial reports (mid-month, outside of month end)
1099 Preparation & Filing
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Collect and verify contractor information (W-9s)
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Prepare and file 1099 forms accurately and on time
Pricing for Add-On services is based on scope of work.
Hours
Monday - Friday
9:00 AM - 4:30 PM
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