Introducing our Comprehensive Bookkeeping Service—your all-in-one solution to staying organized, compliant, and financially secure.

Key Features:

• Monthly Bookkeeping Services: We handle up to 200 transactions per month, providing bank and credit card reconciliation, debtor reminders, and seamless maintenance of your accounting software.

• Financial & Management Reporting: Gain clear insights with detailed monthly reports, including Profit & Loss statements, Balance Sheets, Accounts Receivable/Payable, to keep your business on track.

• Quarterly Meetings with an Advisor: Ensure you’re meeting your financial goals with scheduled, personalized consultations.

• Fast Response Time: Enjoy prompt, expert support with a guaranteed 3-business-day email response.

• Year-End Tax Support: We collaborate with your accountant for smooth year-end tax filings, including estimated payments and 1099 filings.

Let us handle the numbers so you can focus on growing your business!

Introducing our Premium Bookkeeping Service—designed to handle every aspect of your business’s financial management with precision and care.

Core Features:

• Monthly Bookkeeping Services: We manage up to 400 transactions monthly, including full bank and credit card reconciliation, debtor reminders, and seamless integration with your accounting software for smooth data management.

• Financial & Management Reporting: Stay informed with detailed reports, including Profit & Loss statements, Balance Sheets, and Accounts Receivable/Payable, delivered monthly.

• Monthly Meetings with an Advisor: Receive personalized guidance to ensure your financials align with your business objectives.

• Fast Support: Enjoy 2-business-day email response times for timely, expert assistance.

• Sales Tax Filings (1 State): Ensure your sales taxes are filed accurately and on time.

• Payroll Services (Up to 2 Employees): We handle payroll via Gusto, ensuring timely payment of taxes and all monthly, quarterly, and yearly filings for up to two employees.

• Yearly 1099 Filings: We take care of 1099 filings, keeping you compliant with federal requirements.

• Tax Support: We work with your accountant quarterly and at year-end to manage estimated payments and ensure timely tax filings.

With our bookkeeping service, you can focus on growing your business while we keep your finances organized and compliant.

Introducing our Enterprise Bookkeeping Service—a comprehensive solution to manage your business’s financials with precision, from weekly updates to year-end tax filings.

Key Features:

• Weekly Bookkeeping Services: We provide weekly reconciliation of your bank and credit card statements, ensuring your financial data is always accurate and up to date.

• Weekly Accounts Payable: Through Bill.com, we handle weekly bill payments and provide detailed Accounts Payable reports to help you stay on top of your obligations.

• Weekly Financial & Management Reports: Get real-time insights with weekly Profit & Loss statements, Balance Sheets, Accounts Receivable/Payable, and Cash Flow reports.

• Weekly Meetings with an Advisor: Receive consistent, personalized advice with regular check-ins to ensure your business stays on track.

• On-Domain Email Integration: Seamless communication with your business email for ease of access.

• Rapid Support: Enjoy a 1-business-day response time for email inquiries to ensure quick resolution of your financial concerns.

Monthly Services:

• Unlimited Transactions: We handle unlimited transactions with monthly reconciliations, debtor reminders, and troubleshooting to ensure your books stay in order.

• Monthly Financial & Management Reports: In-depth reporting, including Profit & Loss, Balance Sheets, Accounts Receivable/Payable, and a customized report tailored to your needs.

• Sales Tax Filings (Up to 2 States): We manage your state-specific sales tax filings to ensure compliance.

• Payroll Services (Up to 10 Employees): Using Gusto, we handle payroll for up to 10 employees, ensuring that all tax payments and filings are processed accurately and on time.

• Yearly 1099 Filings: Stay compliant with federal requirements by having us handle your 1099 filings.

• Year-End Tax Support: We collaborate with your accountant for year-end tax filings, including estimated tax payments and monthly check-ins for smoother tax planning.

With our all-inclusive service, your bookkeeping, payroll, and reporting needs are expertly handled, allowing you to focus on growing your business.

Add-Ons for Enhanced Service:

Transactions per Month:

• Up to 200 Transactions: $250.00

• Up to 400 Transactions: $400.00

• Up to 600 Transactions: $550.00

• Up to 800 Transactions: $700.00

• Unlimited Transactions: Contact for Pricing

Payroll Services:

• Up to 2 Employees: $100.00

• Up to 10 Employees: $450.00

• Up to 20 Employees: $800.00

• Additional Employees: $30/employee

Accounts Payable (via Bill.com):

• Full accounts payable management: $125.00

Sales Tax Filings:

• 1 State: $200.00

• 2 States: $350.00

• Additional States: $150/state

Customized Reports (Monthly):

• $1,500 per Report plus Hourly Rate

Monthly Meetings with Advisor:

• Personalized financial insights and strategy sessions: $250.00

One-Off Charges:

• QuickBooks Clean-Up: $1,000 base + hourly rate

• QuickBooks Training: $100.00/hr

• QuickBooks Setup: $150.00

• Audits: $500.00 base + hourly rate

• Personal Bookkeeping: $200.00 (includes all primary services and up to 200 transactions)

With our flexible add-ons and one-off services, you can easily scale our offerings to fit your business’s growing needs. From payroll to customized reports, we’re here to support your business every step of the way!