Not sure what you’re looking for? Here’s just a few of the things we do!
Small Business Bookkeeping
Are you ready to get a bookkeeper but don’t think you need all the fuss? This is our most popular service and is a great start to your next steps in managing your books!
Dynamic Bookkeeping
Our full-service package is perfect for small businesses that have several business accounts to manage and use their business accounts frequently and will need to file 1099s. This package also includes support and monthly calls.
- Monthly banking categorization
- Monthly banking reconciliation
- Monthly Financial Reports
- Client Portal Access
- Email & Video Message Support
- Year End Tax Package
- Number of Business Banking Accounts
- 1099 Maintenance & Reporting
- Receipt Management
MOST POPULAR
Small Business Bookkeeping
Starting @ $400 / Month
- Monthly banking categorization
- Monthly banking reconciliation
- Monthly Financial Reports
- Client Portal Access
- Email & Video Message Support
- Year End Tax Package
- Number of Business Banking Accounts 1-4
- 1099 Maintenance & Reporting N/A
- Receipt Management N/A
Dynamic Bookkeeping
Starting @ $575 / Month
- Monthly banking categorization
- Monthly banking reconciliation
- Monthly Financial Reports
- Client Portal Access
- Email & Video Message Support
- Year End Tax Package
- Number of Business Banking Accounts 1-6
- 1099 Maintenance & Reporting
- Receipt Management
Bookkeeping Set Up
Too busy to get your books more streamlined? We are here to help you upgrade and take time off your very important hands!
Bookkeeping Catch Up
Need support bringing order to your finances? That's what we do best. With our help we turn those months of transactions into an easy-to-understand financial story.
Payments plans available!
Bookkeeping Set Up
Starting @ $550 / Month
- Complete setup of new QuickBooks account.
- Set up of payroll integration and recording of payroll transactions
- Format your reporting with custom chart of accounts
- Historical migration of previous business data into new software
- Migration of data = importing all data from different channels into a new accounting file.
Bookkeeping Catch Up
Starting @ $2700 per year of clean up / per year of clean up
- Categorization of outstanding bank feed transactions
- Reconciliation of all business accounts
- Updated financial reports for the catch-up period
Tax Services & Consulting
We offer a broad range of tax services to supplement our bookkeeping and advisory services. Every business and person are unique, requiring a tailored approach to tax planning and services. We’ll help you develop and implement strategies that defer your tax liabilities. And we’ll dig deep to discover tax advantages others might have missed!
Add on Services
This list is not exhaustive! We are a one stop shop and are here to help you maintain and improve your business processes!
Starting @ $95/hour or can be added to any package for a minimal fee!
**Final price dependent on complexity of business, volume of transactions & number of accounts managed.