Customized Services

Monthly Bookkeeping

Regular monthly bookkeeping maintains an accurate picture of the financial health of your business. Thinking of hiring? Want to expand? Maybe you’d like to work less hours and spend more time outside of work? Knowing what your business can afford is vital to making sound business decisions.

Level I

Starting at $175/month

Review & categorize each transaction
Bank & credit card reconciliation
Integration with other platforms
Monthly up-to-date reports

Level II

Starting at $300/month, all Level I +

Accounts Payable: Bill pay
Accounts Receivable: Invoicing
Inventory tracking
Sales Tax reporting

Level III

Starting at $600/month, all Level I+II

Higher volume businesses
Customized reporting
Issue tax forms (1099, K1)

Monthly package prices vary based on the number of accounts, transactions, & other customizations related to the needs of your business.

Additional Services

The Clean-Up

Have a Quickbooks account that’s never been reconciled? The purpose of a bookkeeping clean-up is to review all transactions dating back to the start of the most recently filed tax return. Transactions will be imported, corrected, and account balances will reflect real-life numbers. Your Chart of Accounts will be transformed into something that is actually applicable to your unique business income and expenses.

The Catch-Up

A bookkeeping catch-up is for the accounts that have just been a bit neglected as a result of the business owner, well, running their business instead of spending hours focused on figuring out the financial details.

We can save you time by getting your books in order and continuing to deliver a clear picture of your finances on a monthly basis.

The Set-Up

Brand-new business? Congratulations! Let’s get started the best way possible with clear, correct, and accurate accounts.

Maybe you have been in business for years, but your accounting handwritten in a notebook! Have a box of receipts? Let us set up your custom Quickbooks account accurately based on the historical data of your business.

Payroll

Managing payroll can be extremely time consuming for a business owner and it takes a special skill set to execute payroll accurately. Our payroll services include, but are not limited to:

collect & enter all employee information
review timesheet data
calculate wages, benefits, tax deductions, commissions
preparation and distribution of W-2 and 1099 forms