There are a variety of services that you can choose from for your business needs. All packages have a flat monthly fee.
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Beginner Setup- one time fee starting at $100
Help plan the correct software to use, chart of accounts, and basic setup needs.
Help set up bookkeeping software.
Initial Data Entry
Enter beginning balances of accounts.
1-hour of basic bookkeeping and accounting software training.
Financial Report Setup
Set up basic financial reports that business owner wants to see.
Starter Package – starting at $100 per month
Weekly, monthly, or quarterly entry of income and expenses.
Monthly reconciliation of bank, loan, and credit card statements.
Balance Sheet Account Reconciliation
Reconcile accounts such as payroll liabilities, inventory, and sales tax.
Monthly financial statements prepared and sent to business owner.
Year End Tax Prep
Clean books at the end of the year for tax preparer to file taxes on time.
Unlimited phone and email support.
Enhanced Package – starting at $175 per month
All services listed under the starter bookkeeping are performed for enhanced also.
Basic Financial Analysis
Analyze month to month financial statements and notify owner of large changes.
Along with basic financial statements, monthly detailed reports are sent to owner.
1-hour per month of accounting software or bookkeeping training
Year End Taxes
Communicate with tax preparer directly to help file taxes.
Process 1099s annually.
Premium Package – starting at $250 per month
Starter & Enhanced Bookkeeping
All services listed under starter and enhanced bookkeeping are performed for premium also.
Create annual budget and send reports monthly on status of budget.
Financial reports include information to compare your company to others in the same industry.