Services
We look forward to tailoring a service plan just for you.
Bookkeeping
Monthly, Quarterly, or Annual Book Updates: bank feed processing, bank reconciliations, record payroll, light A/R & A/P, accrue expenses, record simple CPA adjustments, review financial statements for consistency & provide reports. Basic QBO setup. Owner collaboration. See Controller Services for Financial Oversight and high level collaboration.
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Controller & Managment
Advanced QBO Setup with tailored Chart of Accounts, QBO Cleanup, Payroll Processing & Administration, A/R & A/P Management, Compliance - Excise or Sales Tax, 1099 filings, statement of information, state employment/department of revenue & other filings/registrations, CPA/Officer/Board Member/Other Collaboration & Book Adjustments for Financial Statement Preparation, Tax Advice (coming soon), Budgets/Projections, CAM Reconciliations. Financial Oversight.
Training & Business Consulting
QBO & Bookkeeping/Accounting Training for you or your staff. Business launches and entity consultations.
Service Plans
These are examples. We look forward to tailoring a plan just for you.
Monthly Bookkeeping (Includes 3.5 hours)
350$Every monthKeep your financial statements up to date on a monthly basisÂ- Bank Feed updates & Account Reconciliations
- Some A/R & A/P for the accounting process
- Revenue recognition (if applicable)
- Record Payroll & Reconcile Payroll Liabilities
Monthly Bookkeeping + (Includes 5 hours)
550$Every monthMonthly bookkeeping + monthly or semi-monthly payroll processing for up to 5 employeesÂ- Same as monthly but with controller services.
Quarterly Updates (Includes 6 hours)
600$Every 3 monthsFor businesses who fall somewhere in between monthly and annual needsÂ- Same as monthly but with a discount for less admin time
Annual Updates (Includes 12 hours)
1,200$Every yearFor businesses with light activityÂ- Same as monthly but with a discount for less admin time
QBO Support
100$Every monthOncall support to help you learn and partially manage your books.Â- For those who prefer to handle some of their own bookkeeping
- For those who want to strengthen their accounting knowledge.
Light Bookkeeping
250$Every monthFor simple books with a low volume of transactions and minimal support needed.Â- Includes monthly reports and reconciliations.
Cleanup or Setup
500$ÂCleanup or setup of new company file.Â- Get your financial statements looking nice and organized.