We have you covered from basic bookkeeping services to full-service accounting. We will put together a custom package that fits the needs of you and your business.
All services are provided for a fixed price per month, determined by the services you need and the size of your business. We do not charge by the hour.
All bookkeeping expenses are tax deductible.
Some of the areas of service that we can help with:
Accountant Services – Maybe you need more than basic bookkeeping. We can help with AP/AR, Payroll, Tax Submissions, W2/1099 issuance and much more.
Transaction Classification – We work efficiently to make sure every transaction that hits your bank is accurately accounted for. We want to make sure that you get the biggest benefit for your company come tax time.
Reconciliation – It’s very easy to see money come in and go out of your business. Each month, we will reconcile your financial accounts to make sure all of your hard earned money is accounted for.
Monthly Financials – While it is important to have your books up-to-date and reconciled, it’s more important to know the story behind the numbers. We will talk with you every month while we review your Balance Sheet, Income Statement, and Statement of Cash Flows. Rather than just sending you a link, we will talk through them line by line.
Budgeting – We will thoroughly examine and analyze financial history and trends to empower you to make cost-effective decisions that can increase your bottom line.
Communication – We’ll come together for tailored meetings to review financial reports, and examine how your business is performing and how you can continually improve. Unlimited email support will be provided.
Tax Filing Support – I will work directly with your accountant or EA to ensure that everything is ready for tax season.
Document Management – No more receipts in the shoebox! Simply snap a picture and we will organize and expense the purchase on our secure cloud-based document management system.
Safety & Security – Quickbooks Online uses bank-level encryption to keep your data safe at all times.
CUSTOMIZABLE PACKAGES INCLUDE: