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.
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
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
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
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!
