Running a business is very time consuming, and making sure your financial records are compliant and updated probably makes you feel overwhelmed. You didn't start a business to spend your time worrying about accurate financial statements and organizing receipts, but we did. Whether you've been operating for years or just getting started, we can be the financial experts you lean on .
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Accounting and Bookkeeping
How It Works
You express an interest in bookkeeping services. We will set up a call with you to go over your specific scenario and needs, and we provide you with a customized monthly price.
We get you up and running on cloud-based systems to manage your accounting virtually (Quickbooks Online, ReceiptBank)
MONTHLY FINANCIAL REPORTS
We record and categorize your transactions, and we provide you with monthly financial reports and insights.
Monthly Bookkeeping Packages
Our bookkeeping packages are priced based on your volume of transactions. This method helps us best estimate the time that we will spend completing your books each month.
We primarily use Quickbooks Online because of it's ease of use. We are certified as Quickbooks Proadvisors. We are also able to secure a 50% wholesale discount for new clients! Before you sign up for Quickbooks Online, reach out to us so we can secure the discount for you. It can only be obtained by Quickbooks ProAdvisors.
All of our packages include:
Weekly/Monthly recording of business transactions downloaded from your bank and credit card (CPA level)
Subscription to ReceiptBank for digitizing your paper receipts
Monthly Tax-Ready Financial Statements
Monthly Reconciled Bank/Credit Card Statements
Unlimited Tax Advice/Consulting