Monthly Bookkeeping Service

All services are customized to your specific needs taking into consideration a variety of factors including, but not limited to, the number and type of accounts, transaction volume, reporting needs, etc.
Schedule a discovery call to learn about your needs, see if it makes sense to work together and discuss next steps to receive your customized proposal.
PREMIUM
For the ambitious business owner that wants to understand their business' financial health.

Data Entry

Cost Allocation

Transaction Review

Account Reconciliation

Basic Financial Reports

Unlimited Email Support

Priority Processing

Custom Financial Reports

Financial Dashboard

Training Discounts

Advisory Sessions

Year End Tax Collaboration

ESSENTIALS
For the brand new business or those with a tight budget that just want basic compliance.

Cost Allocation

Transaction Review

Account Reconciliation

Limited Email Support

Bookkeeping Support

Are you a DIYpreneur?  Do you have someone to do your bookkeeping that isn't a professional bookkeeper and you just want support?  We offer training sessions and email support plans for any questions or concerns that you or your staff may have.

Additional Services Available:

With monthly bookkeeping service
Document Management

App setup,  integration and training to securely store and organize statements, bills and receipts to make your business audit proof.

Financial Reports

Monthly reports of your choice via e-mail (for example: Profit and Loss, Balance Sheet, Accounts Receivable, Accounts Payable, etc)

Tax Referrals

We can collaborate with your tax preparer or we connect you to one of our tax preparation partners.

Rush Delivery

Have your business be at the front of the line every month.  Monthly work completed within 3 business days of receiving all information needed.

Advisory Sessions

Virtual meetings to help you understand your books, answer questions and discuss ways to improve your workflows and increase growth.

Accounting Software Setup

We can setup a new accounting file and offer a discount in new subscriptions.

Let’s Take a Few Minutes and Find a Perfect Bookkeeping Solution for Your Business!

I have worked with dozens of small businesses to help them with their bookkeeping needs. In doing so, I’ve realized many businesses don’t know where they stand financially, or where they are going and they are missing out on the power of having their finances up to date and accurate to align them with their growth goals.

Our process is as follows:

Step 1- Discovery Call

This is a brief phone call or Zoom meeting to learn about your business, your pain points and answer your questions.

Step 2- File Health Check

We will review your current books to determine if any clean up is needed and to be able to provide a customize proposal for the specific services that you need and based on your business's unique situation.

Take the first step to learn how we can help