Bookeeping Solutions

Basic Monthly Package | Entrepreneurs and Small Business

Our basic monthly package is made for small business bookkeeping. It is perfect businesses with lower monthly transactions or for entrepreneurs that need to know where their money is going.  It’s a great option for those who are able to manage accounts payable and accounts receivable.

This package includes basic bank account reconciliations along with regular monthly management reports.

•    Income and Expense management and categorization.

•    Reconciliation of one bank and credit card account.

•    Recording of 3rd party payroll into QuickBooks

•    Monthly management reports (includes Profit & Loss and Balance Sheet)

•    Includes QuickBooks Online monthly subscription.

•    Financial books maintained once per month.

•    Year-End information sent directly to your CPA.

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Bi-Weekly Package | Mid Sized Business 

 

Our Bi-Weekly Package is created with medium size businesses in mind.  It covers average monthly transaction volumes along with multiple bank reconciliations and one line of credit/loan account reconciliation ensuring that all bookkeeping duties are covered.

Some of our additional medium business bookkeeping services include:

•     Income and Expense management and categorization.

•     Reconciliation of up to three bank and credit card accounts.

•     Reconciliation of line of credit/loan account.

•     Recording of 3rd party payroll into QuickBooks

•     Monthly management reports (includes Profit & Loss and Balance Sheet)

•     Tracking of subcontractors as well as year-end 1099/1096 filing.

•     Includes QuickBooks Online monthly subscription.

•     Financial books maintained twice per month.

•     Detailed preparation of sales tax return.

Comprehensive Bookkeeping

 

This package is made for businesses in search of an extensive bookkeeping solution managing high monthly transaction volumes.  All financials are consistently updated on a weekly basis in an efficient and detail-oriented way.

Some of our additional comprehensive business bookkeeping services include:

•     Income and Expense management and categorization.

•     Reconciliation of multiple bank and credit card accounts.

•     Reconciliation of multiple loans and/or line of credit accounts.

•     Recording of payroll (includes separation of both Gross Wages and Payroll Taxes).

•     Monthly management reports (includes Profit & Loss and Balance Sheet), as well as personalized         reports for your company.

•     Tracking of subcontractors as well as year-end 1099/1096 filing.

•     Tracking of fixed assets (such as vehicles, machinery, equipment, etc).

•     Expense management.

•     Includes QuickBooks Online monthly subscription.

•     Detailed preparation of sales tax return, if required.

Preparation Package | Getting You Started

This package helps get you started.  Business owners that need a hand and professional guidance will want this package.  We help make managing your finances easy so you can stay on top of your income and expenses. 

Some of our business bookkeeping preparation services include:

 •  Initial file set up or review consultation

 •  Additional 1-hour follow up consultation

 •  A final 1-hour consultation to ensure everything is running smoothly

Additional pay-as-you-go consultations are available for continued assistance.