SERVICES & PACKAGES

We are here to support you, handle business behind the scenes and be a champion for the growth and success of your business.

The basic bookkeeping package includes income and expense tracking on a monthly basis for all business-related accounts and point of sales systems.

We enter, categorize, reconcile and review your financial information to produce clean and accurate monthly financial reports.

A QuickBooks Online subscription is required. If one is needed, we offer discounts here.

Includes:

Organizing your accounts (no matter how messy or behind you are!)
Setting up/inputting everything into Quickbooks Online
Categorizing your expenses and income
Tracking transactions and keeping you current
Ensuring clean financial statements that include a Balance Sheet and Profit & Loss report
Working with your tax professional to streamline tax filings
Unlimited email and text support
QuickBooks Online subscription discount for 12 months

Price:

Monthly or quarterly retainer, dependent upon average annual income and monthly transactions.

Rather than a "one-price-fits-all" pricing system, we determine the monthly cost based on your unique business style and needs.

Whether you’ve been trying to do it yourself or you’re starting fresh, we can get your books up-to-date.

Pricing depends on the complexity of your accounting tasks and the length of time (ex: prior years or starting fresh from Jan. 1 of the current year)
Are you tired of creating, sending and managing invoices? Let us handle this for you. We will create and send invoices either weekly, bi-weekly, or monthly. This also includes sending follow-up communications for outstanding invoices past your payment terms.
We partner with Bill.com to securely manage and pay all your bills. This platform enhances security, giving you complete control over what gets paid and when.
Want to process yourself? We can help you with a one-time set-up which includes a discount on Gusto packages. Gusto includes efficient onboarding procedures for new hires and timesheet tracking for employees.

When we handle your payroll, we:
- Process based on your terms (weekly, bi-weekly, semi-monthly, monthly)
- Onboard any new employees or contractors
- Review quarterly payroll filings
- Help you stay compliant
- Can help with employee benefits (paid time off, 401K & HSA contributions, etc.)
Pricing based on pay frequency and number of employees.