Main Services
Monthly Bookkeeping
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Categorizing all business receipts and expenses
Reconciling accounts to statements
Monthly report preparation and review
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Your books are cleaner than ever before
You can clearly see your profits
You are ready and organized for tax time
AND you’ve spent ZERO time on it!
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We offer monthly billing, with each invoice providing a clear and detailed breakdown of all services performed. There are no long-term lock-in contracts, giving you the flexibility your business deserves.
For the best combination of value, consistency, and reliable outcomes, we primarily use a flat-fee monthly pricing model:
Starting as low as $275/month*
Hourly pricing can also be provided where appropriate.
Clean Up
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We’ll review and identify accounts and periods that need cleaning up
Catch up on entering and categorizing transactions
Accounts will be reconciled to up to date statements
Current reports will be provided
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No more messy books, unanswered questions and confusing losses. It’s like a spring cleaning for your business finances to clear your head and continue with a clean slate.
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Each clean up project can vary significantly - so reach out with the details and we’ll provide an estimated flat fee rate.
Custom Services
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Financial reviews to understand the ‘why’ behind your numbers
Accounts Payable (AP) and Accounts Receivable (AR) maintenance
Payroll Processing (Gusto, ADP, etc)
1099 contractor tracking and filing
General Ledger Maintenance and Year-end prep to submit to your CPA
Sales Tax filing, and more
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Each above mentioned service will have a different benefit, but what they all have in common - is to save you time, money and stress!
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Each ‘add-on’ that your business needs will be incorporated in your monthly bookkeeping flat rate for a seamless workflow.
..But what will happen once you hire us?
Here’s what you can expect - a simple step-by-step outline for the regular monthly bookkeeping process
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You provide us access to your bookkeeping software, or we simply get you onboarded on mine.
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Most banks nowadays will set up accountant to have a ‘view-only’ access - which allows us to view your transactions and statements without interrupting your day. Perfect to allow things to run smoothly.
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Then we import and categorize all your income and expenses for all business credit cards and bank accounts.
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All relevant accounts get reconciled to statements.
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Monthly reports are checked and a list of unknown transactions sent to you for a quick review. Then clear monthly reports get emailed directly to your inbox.
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You’ll be able to review the reports simply on your own time or schedule a quick strategy session, where we can go over all results together. Here I will answer any questions you might have, identify any problem areas and uncover opportunities - so that you can make informed decisions and see your business grow!