Bookkeeping

BOOKKEEPING

Time is what we want the most, but what we use the worst. -WPenn

Leave the bookkeeping to us.

Spend the time doing what you love.

CRAFT

This is a perfect plan for a business start-up or new business owner.  Bookkeeping is on a monthly cycle.   We can provide you with current books to meet any needs.  We help keep you on track as tax season approaches.

  • Monthly account reconciliation
  • Business transactions less than 50 per month
  • Email, text, and phone support
  • Monthly financial reports: Balance Sheet, P&L, and Cash Flow
  • Annual reports for tax preparation
  • QBO accounting system subscription
  • Electronic filing system

RESERVE

Our Signature Plan is THE PLAN for a business owner that wants to run and grow, grow, grow.  We will grow with you and support you all the way.  With a weekly bookkeeping cycle, knowing the financial position of your business is at your finger-tips.  We will conduct a monthly financial review of your business.

  • Weekly account reconciliation
  • Business Transactions up to 100 transactions on all accounts
  • Process Vendor Invoices – up to 50 per month
  • Prepare Customer Invoices – up to 50 per month
  • Email, text, and phone support
  • Monthly financial reports: Balance Sheet, P&L, and Cash Flow
  • Annual reports for tax preparation
  • Monthly financial review
  • QBO accounting system subscription
  • Electronic filing system

SIGNATURE

Our Signature Plan is THE PLAN for a business owner that wants to run and grow, grow, grow.  We will grow with you and support you all the way.  With a weekly bookkeeping cycle, knowing the financial position of your business is at your finger-tips.  We will conduct a monthly financial review of your business.   Armed with this information and knowledge, we would meet or talk to discuss strategies or changes to assist in your business growth.

  • Weekly account reconciliation
  • Business Transactions up to 200 transactions on all accounts*
  • Process Vendor Invoices – up to 100 per month*
  • Prepare Customer Invoices – up to 100 per month*
  • Bill Pay management
  • Email, text, and phone support
  • Monthly financial reports: Balance Sheet, P&L, and Cash Flow
  • Annual reports for tax preparation
  • Monthly financial review
  • Bench-marking, budgeting, and consulting
  • Year-end Tax Package
  • QBO accounting system subscription
  • Electronic filing system

ADD ONs:

SET-UP

  • Set-up Quickbook preferences to match your business needs
  • Set-up Chart of Accounts
  • Create customized invoice template with business logo
  • Set-up vendors, clients, contractors, and employees

CLEAN-UP

Do you manage your own Quickbooks?  Or do you have a staff member manage your books?  Let us be a fresh pair of eyes.  Allow us to review your books on a quarterly or semi-annual basis to ensure transactions are being properly recorded.  This ensures accurate financial data which helps you make important business decisions.  Give your books a “tune-up” now to save yourself money and headaches before the year end tax prep time.

CATCH-UP

Do you have a box of receipts?  Do you need your books updated so you can continue to manage your books?  We can help you clear that box and get back on track.

TAKING CARE OF WHAT'S IMPORTANT.

SO YOU CAN TAKE CARE OF WHAT MATTERS.