Services
Clean-Up & Catch Up Service
STARTS AT $850
This service is for the solopreneurs or small businesses who are just starting out or simply let their books fall by the wayside. Falling behind happens--but we are here to help you get back on track. Whether you are a few months behind or more, we love to get it all organized and ready to hand off to your CPA or tax preparer to get your tax returns filed. A discount is applied to first month's bill if you decide to sign up for monthly bookkeeping service.
INCLUDES:
- Evaluation of your current system(s).
- New Chart of Accounts
- Accurately categorized income & expenses for the entire year.
- Account reconciliations to ensure no discrepancies.
- One financial report package ready to hand to your CPA or tax preparer.
Monthly Bookkeeping Service
STARTS AT $400 PER MONTH
This service is for any business that wants to take the stress of bookkeeping off their plate. Let us do what we love so you can get back to doing what you love. With monthly service you get everything you need to know about your business's numbers delivered to your inbox. No more guessing or just looking at the bank account and winging it. You will know every month exactly where your business stands so you can make confident decisions to increase your profits.
INCLUDES:
- Seamless data integration from banks, credit cards, and payment processors (Stripe, Square, etc.)
- Accurately categorized income & expenses, monthly.
- Account reconciliations to ensure no discrepancies.
- Recap email & monthly reports package by the 15th of each month.
- Monthly support for questions
- Suggested savings goals for estimated tax payments.
DIY Templates
Coming Soon! A solid template for those DIYers at heart. Bookkeeping doesn't always require learning a new software. It just needs to work for you.
INCLUDES:
- Monthly income template.
- Monthly expense template.
- Roll-up Profit & Loss
