Our Services

We offer a variety of monthly bookkeeping plans and custom services, to meet your needs in every stage of business ownership.

Budding

• Up to 50 monthly transactions

• Up to two bank or credit card accounts

Established

• 50 to 100 Monthly transactions

• Up to four bank or credit card accounts

Booming

• 100 to 150 Monthly transactions

• Up to six bank or credit card accounts

Enterprise

• Over 150 Monthly transactions

• Six or more bank or credit card accounts

*After initial setup, which may be billed a la carte.

Monthly Bookkeeping Plans

Monthly bookkeeping plans (above) are individually quoted to fit your needs. Here’s what you’ll get:

• Bookkeeping is done on a weekly basis.

• Perfectly categorized and reconciled transactions come standard.

• At-a-glance monthly financial statements provide the data you need to grow your business. (Income statement, balance sheet, and statement of cash flow.)

• You’ll receive a tidy year-end financial package, containing all the info needed to file your taxes.

• Online accounting software subscription

• Cloud based management tools for receipts and statements

• Mobile apps

• Phone and email support

Custom Services

Custom services are available a la carte, or may be used to create a monthly plan specific to your needs, wants, and budget. Contact us for a quote.

• Additional bank or credit card accounts

• Additional transactions

• Catch-up bookkeeping

• Clean-up bookkeeping

• Advisory

• Budgeting

• Initial setup of QuickBooks Online

• Initial setup of QuickBooks Self-Employed