What You Get from Us
Bookkeeping Service
Our services are designed to manage statements, categorize transactions, and prepare financials. Using QuickBooks, Xero, etc., we ensure secure storage and seamless workflow with ShareFile, Dropbox, and Asana.
Payroll Setup
Managing payroll promptly and accurately can be overwhelming. We ensure compliance with changing regulations, manage employee data, and provide real-time analytics for smooth operations.
Tax Ready Financials
Ease tax season stress. Our experts handle taxes from individuals to corporations. Trust us for accurate filing, planning, and resolution. Your taxes are in capable hands.
Are you tired of being bogged down by accounting tasks?
Let us take the weight off your shoulders. Imagine waking up to all your financial insights delivered straight to your inbox, with a dedicated bookkeeper ready to provide personalized support whenever you need it. Say goodbye to late nights and weekends spent crunching numbers. It’s time to simplify your business finances and get back to doing what you love.
All features of the Essential & Advanced Package Included, plus covers up to 500+ transactions per month
Handle up to 200 transactions monthly with efficiency.
Handle up to 200 transactions monthly with efficiency.
Detailed insights delivered every week for better financial oversight.
Get 15 hours of expert administrative help each month.
Expert help to improve and manage your budget effectively.
Manage payroll for all employees without limits.
Regular tax planning sessions to optimize your financial strategy.
Access to ongoing assistance and guidance via emaRound-the-clock assistance via email and phone.ail.
Regular updates and planning sessions every month.
- 3+ Bank Accounts
- 3+ Credit Cards
Premium Bookkeeping & Support Package
Best for businesses with revenue above $150,000, this package offers comprehensive services for sophisticated financial management and long-term success.
This is for you if:
- Your accounting needs have become increasingly complex and require tailored solutions.
- You’re seeking increased oversight and control over your financial processes to ensure accuracy and compliance as your business grows.
- You need expert advice to navigate high-level financial challenges and opportunities.
Advanced Bookkeeping & Support Package
Perfect for businesses with revenue up to $150,000, this package provides the tools and expertise to manage your growing financial needs effectively.
This is for you if:
- You need detailed financial analysis to guide your business strategies.
- You're looking for advanced bookkeeping to handle increased transaction volumes.
- You want to enhance financial transparency and optimize cash flow.
All features of the Essential Package Included, plus covers up to 500 transactions per month.
Handle up to 100 transactions monthly with efficiency.
Handle up to 100 transactions monthly with efficiency.
Receive personalized assistance in selecting the ideal subscription plan for your business with QuickBooks Online, Wave, Xero, Quicken, or any other cloud-based software. We’ll also handle the complete setup, including configuring the software and designing a customized chart of accounts tailored to your unique needs.
Receive dedicated assistance for 10 hours monthly.
Personalized support for refining and optimizing budgets.
Efficient payroll management for up to 10 employees.
Strategic tax planning sessions every quarter.
Continuous assistance available anytime via email.
Detailed review of financials via video every month.
- Two Bank Accounts
- Two Credit Cards
Covers up to 100 – 200 transactions per month.
Ensure your accounts are balanced and error-free.
Detailed tracking and categorization of incomes and expenses.
Detailed financial reports delivered by the 15th of each month.
5 hours per month of essential administrative assistance.
Personalized financial reports for board meetings and strategic planning.
Efficient payroll management for up to 5 employees.
Expert tax guidance and support throughout the year.
Access to ongoing assistance and guidance via email.
Regular meetings scheduled every quarter for updates and planning.
- One Bank Account
- One Credit Card
Essential Bookkeeping & Support Package
Ideal for small businesses with revenue up to $50,000, this package offers fundamental support to keep your finances organized and simple.
This is for you if:
- You need help tracking your income and expenses accurately.
- You're looking to streamline your bookkeeping process and save valuable time.
- You want to ensure your financial reports are precise and compliant.
Additional Solutions
Intense Bookkeeping Consultation
ONE-HOUR CONSULTATION
- Personalized bookkeeping consultation.
- Dive into your current setup to answer questions.
- QBO software training included.
- Expert advice on best practices.
- Identify efficiency and compliance processes.
Diagnostic Review
ONE-TIME ASSESSMENT
- Receive written feedback on your bookkeeping's current state.
- Get recommendations for accuracy and compliance.
- Prices vary from $150 to $300 based on complexity.
Back-Office Support
ESTABLISHING ESSENTIAL ADMINISTRATIVE SYSTEMS AND PROCESSES
- Invoicing and Bill Pay
- Expense Reimbursements
- Inventory Management
- Payments
- POS and ERP Integrations
Clean Up Projects
CATCH-UP BOOKKEEPING BRINGING BOOKS UP-TO-DATE FROM LAST FILED TAX RETURN
- Includes QBO account setup if needed.
- Required before starting monthly bookkeeping.
- Cost calculated as a percentage of estimated monthly rate.