Our bookkeeping services will allow you to grow and make the most of financial opportunities.  We offer customized packages to meet your unique accounting needs, and we fully utilize technology to make record keeping and paperwork a breeze.

 

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The Starter Package

  • Transactions recorded quarterly
  • Bank & credit card accounts reconciled quarterly
  • Quarterly video review of financial statements
  • Secure client portal
  • Email support
  • Includes up to 2 accounts and 100 transactions quarterly
  • QuickBooks Online Essentials included

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The Entrepreneur Package

  • Transactions recorded monthly
  • Bank & credit card accounts reconciled monthly
  • Monthly video review of financial statements
  • Quarterly meeting or phone call to review finances
  • Secure client portal
  • Email and phone support
  • Includes up to 2 accounts and 100 transactions monthly
  • QuickBooks Online Plus included

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The Professional Package

All Entrepreneur Package services included, PLUS:

  • Budgeting
  • Benchmarking
  • Tax planning and projections
  • Quarterly estimated income tax payments
  • Monthly meeting or phone call to review finances

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The Quickbooks proadvisor Package

  • For those who want to do their own bookkeeping
  • QuickBooks Online Essentials included
  • Personal support from a QuickBooks Online Advanced ProAdvisor
  • Quarterly review of your QuickBooks file to ensure you are categorizing correctly and getting the most out of QuickBooks Online

Bookkeeping Add-On Services

  • Additional bank accounts and transactions
  • Historical clean-up of previous months
  • Tax services (1099 forms, sales tax, payroll taxes, income tax returns, etc.) - learn more here
  • Consulting services (QuickBooks training, business start-up, etc.) - learn more here

How do I get started?

We are so excited that you are ready to grow your business and take bookkeeping off of your to do list!  Maybe you still have some questions or you're not sure which package is best for your business.  Click on the button below to schedule a free 20-minute phone call to discuss your needs.  We looking forward to talking to you!