Bookkeeping is the backbone of your accounting and financial systems.
Your financial records provide valuable insights. I provide monthly reporting that helps you understand your cash flow, profitability, and trends, so you can make informed decisions.
Monthly Micro Bookkeeping
For soloprenuers or seasonal businesses with less than 100 transactions per month. Basic monthly bookkeeping to get an understanding of your finances and stay compliant.
Income & Expense Categorization
Daily POS + Sales Reconciliation
Bank & Credit Card Reconciliation
Monthly Financial Reporting
Industry Specific Cost Accounting
1099 Filing
The Essentials Monthly Bookkeeping
Crafted to handle the essential finances for your growing operation.
This package provides diligent bookkeeping, thorough reconciliation, and specialized cost accounting to ensure every detail is accurately recorded.
Income & Expense Categorization
Daily POS + Sales Reconciliation
Bank & Credit Card Reconciliation
Monthly Financial Reporting
Industry Specific Cost Accounting
1099 Filing
Deluxe Payroll & Monthly Bookkeeping
For the established operation needing both bookkeeping and payroll support.
This level ensures that your bookkeeping is flawless, your costs are meticulously accounted for, and your employees are compensated accurately and on time.
Includes all Essential Services plus:
Bi-weekly Payroll Run
Hours and Tip Calculations
Quarterly Payroll Tax Filing
Yearly W2 Filing & Distribution
Bookkeeping Cleanup
For the business over 3 months behind on bookkeeping. A judgement free overhaul to bring your books up to date and get you back on track to financial clarity.
Income & Expense Categorization
Vendor Review
Reclassify Transactions
POS + Sales Reconciliation
Accounts Receivable Cleanup
Accounts Payable Cleanup
Full Review & Audit
Bank & Credit Card Reconciliation
How to get started
the process
1
Choose your plan.
2
Book a free discovery call here.
3
We will review your needs and find the package that works best for you and your business.