Packages

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Small Business Bookkeeping

for businesses with less than $25K monthly revenue or expenses

Up to 100 transactions per month

Monthly/Quarterly Cash Basis Bookkeeping

Reconciliation of up to 4 accounts

Email & Phone support

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Medium Business Bookkeeping

for businesses with $25K-$150K monthly revenue or expenses

Up to 200 Transactions per month

​Monthly Cash Basis bookkeeping

Reconcile up to 6 Accounts

Email & Phone Support

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Large Business Bookkeeping

for businesses with more than $150K monthly revenue

Up to 300 Transactions per month

Monthly or more frequent Cash Basis Bookkeeping Reconcile up to 8 accounts

Email & Phone Support

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Additional Services

Personalize your monthly Package to get exactly what you need!

Payroll

  • Provide payroll services using the payroll software and time management tools of your choice.
  • Assist with onboarding employees and setting up direct deposit.
  • Ensure compliance with your industry’s requirements.

Clean up & Catch Up

  • Review & assess your current books to determine what/how much work needs to be completed to get your business up to date
  • Complete back work from your business’s last tax filing
  • Correct any inaccurate information that is essential to getting your books back on track

Accounts Receivable

  • Manage invoicing your clients/customers
  • Set you up with Intuit Payments so your clients/customers can pay you from their inbox
  • Ensure payments are received in a timely manner and categorize any income

Accounts Payable

  • Manage your outstanding bills owed to vendors or suppliers
  • Timely business bill pay services to avoid late fees
  • Detailed A/P reports plus processing, verifying and reconciling invoices

Job Costing

  • Set up your QBO so that we can code every transaction to a specific job
  • Provide reports that assist in understanding job profitability and cost of doing business
  • Allow you as a business owner to more accurately charge for your services

Class Tracking

  • ​Implement systems to effectively track income and expenses based on location, property, department, event, product/service, etc.
  • Easily compare how various business components are performing financially
  • Financial reports based on class categories that allow you to evaluate project profitability