Bookkeeping Solutions for Every Stage of Your Business
SMART START ACCELERATED GROWTH SUSTAINED SUCCESS
Monthly/Quarterly/Annual Packages
ACCELERATED GROWTH
Expanded Bookkeeping Services for Growing Practices and Service Organizations
Up to 300 transactions per month
$600 Monthly Fee
Download, categorization, verification, reconciliation of online and manual transactions including accounts payable, accounts receivable transactions, journal entries, employee reimbursements, etc.
Oversight and reconciliation of business checking, savings, credit cards, loans, merchant accounts.
Preparation of monthly balance sheet report, profit and loss report, income and expense report, cash flow report.
Scheduled weekly 30-minute phone check-in, scheduled quarterly 60-minute review, delivery of data to tax accountant with 60-minute follow-up and support.
SUSTAINED SUCCESS
Advanced Bookkeeping Services for Established Service Organizations and Professional Firms
Up to 600 transactions per month
$1200 Monthly Fee
Download, categorization, verification, reconciliation of online and manual transactions including accounts payable, accounts receivable transactions, journal entries, employee reimbursements, etc. Processing Accounts Payable Bills to be paid and Tracking Accounts Receivable.
Oversight and reconciliation of business checking, savings, credit cards, loans, merchant accounts.
Preparation of monthly balance sheet report, profit and loss report, income and expense report, cash flow report.
Scheduled weekly 30-minute phone check-in, scheduled quarterly 60-minute overview, delivery of data to tax accountant with 60-minute follow-up/support.
ADDITIONAL SERVICES
Set Up New Organization: $250/$500/$1000
Transfer From Manual Accounting System or Transfer to New Online Software/Different Online Software: $250/$500/$1000
Preparation of Loan Documents: $200/hour
Audit/Investigation of Special Projects: $200/hour
Staff Training: $200/hour
Additional Time for Weekly Check-Ins, Quarterly Reviews, Tax Support: $150/hour
Additional Downloaded Transactions in Excess of Package Limits $2/Transaction
SOFTWARE
We've been using small business accounting software for more than 30 years. In that time we've seen companies 'come and go.' The fact of the matter is that there is no perfect software for every type of business. That's where our expertise comes in. If you are using software, you can be certain we are familiar with it and can get to work from day one. If you're not currently using software, we can point you towards the best solution for your particular situation.
Your software... your data. We don't provide software or pressure you into subscribing to a specific brand 'at a discount.' Anyone who has ever been locked out of their accounting data will tell you that having control of your data is an absolute necessity. We'll make our recommendation, you set up the online softwareTransfer From Manual Accounting System or Transfer to New Online Software/Different Online Software: $250/$500/$1000
Preparation of Loan Documents: $200/hour
Audit/Investigation of Special Projects: $200/hour
Staff Training: $200/hour
Additional Time for Weekly Check-Ins, Quarterly Reviews, Tax Support: $150/hour
Additional Downloaded Transactions in Excess of Package Limits $2/Transaction
PAYMENT TERMS/DISCOUNTS:
Our services are available on a month-to-month basis with payment via major credit card or cashier's check by the 30th day of the month preceding service. Payment in full is required prior to commencement of work.
We accept all major credit/debit cards: VISA / MASTERCARD / DISCOVER / AMERICAN EXPRESS / CASHIER'S CHECK
Most clients take advantage of our quarterly, semi-annual, and annual discounts as detailed below.
Quarterly Discount: Pay Just $800 When You Prepay for 3 Months' Service... $900 Value - Save $100
Semi-Annual Discount: Pay Just $1600 When You Prepay for 6 Months' Service... $1800 Value - Save $200
Annual Super Discount: Pay Just $3000 When You Prepay for 12 Months' Service... $3600 Value - Save $600 - Two Months Free Service.
START SMART
Introductory Bookkeeping Services Ideally Suited for Small Businesses, Entrepreneurs, and Side Hustles
Up to 150 transactions per month
$300 Monthly Fee
Download, categorization, verification, reconciliation of online and manual transactions including accounts payable, accounts receivable transactions, journal entries, employee reimbursements, etc.
Reconciliation of business checking, savings, and credit accounts.
Preparation of quarterly balance sheet, quarterly profit and loss report, quarterly cash flow report.
Regular follow-up and check-ins, including once-weekly 10-15-minute phone check-in as needed, scheduled quarterly 30-minute review, delivery of data to tax accountant including 30 minutes follow-up and support.