Bookkeeping Service
We offer comprehensive monthly bookkeeping to maximize your understanding throughout the year and compliance come tax time.
Essential Starter
Core Financial Management:
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Monthly bank/credit reconciliation
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Basic chart of accounts maintenance
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Transaction categorization
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Support & Communication:
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Email support (48-hour response)
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Basic how-to guidance
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Reporting Package:
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Annual financial statements and Schedule C at tax time​​
Starting at $200/mo
Professional Growth
Core Financial Management:
​
-
Monthly bank/credit reconciliation
-
Basic chart of accounts maintenance
-
Transaction categorization
-
Digital receipt storage
​
Support & Communication:
​
-
Monthly consultation focused on growth and optimization
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Email support (24-hour response)
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Quarterly account cleanup
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Basic how-to guidance
​​
Reporting Package:
​
-
Monthly income statement (P&L), balance sheet, cash flow statement, accounts receivable, and accounts payable
-
Annual financial statements and Schedule C at tax time
​​
Technology:
​​
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Online setup
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Secure document storage
Starting at $700/mo
Premium Business
Core Financial Management:
​
-
Monthly bank/credit reconciliation
-
Basic chart of accounts maintenance
-
Transaction categorization
-
Digital receipt storage
​
Support & Communication:
​
-
Monthly consultation focused on growth and optimization
-
Email and phone support (same day response)
-
Monthly account cleanup
-
In depth how-to guidance
​​
Reporting Package:
​
-
Monthly income statement (P&L), balance sheet, cash flow statement, accounts receivable, and accounts payable
-
Annual financial statements and Schedule C at tax time
​​
Technology:
​​
-
Online setup
-
Secure document storage
​
Full Service A/R and A/P:
​​
-
Generating and managing of all business related bills and invoices
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Payment scheduling/execution and collection/processing
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Aging analysis and reports