START

Basic Bookkeeping Services for Newly Formed Practices and Service Organizations
$200 - $300 Monthly /100 - 150 transactions per month*

• Download, categorization, verification, reconciliation of online and manual transactions including checking transactions, credit accounts, journal entries, employee reimbursements, etc.

• Reconciliation of business checking, savings, and credit card.

• Preparation of monthly balance sheet report, profit and loss report, income and expense report, cash flow report.

• Scheduled weekly 15-minute phone check-in, scheduled quarterly 30-minute review, delivery of data to tax accountant with 60-minute follow-up and support.

GROW

Expanded Bookkeeping Services for Growing Practices and Service Organizations
$500 - $600 Monthly /Up to 200 - 300 transactions per month*

• 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.

SUCCEED

Advanced Bookkeeping Services for Established Service Organizations and Professional Firms
$1,000 - $1200 Monthly/Up to 500 - 600 transactions per month*

• 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 AND PRICING INFO

• Set Up New Organization Online

• Transfer From Manual Accounting System or Transfer to New Online Software/Different Online Software

• Catch Up or Clean Up Previous Month's Accounting

• Preparation of Loan Documents

• Audit/Investigation of Special Projects

• Training on Accounting Software and Procedure

• *All Monthly Service Fees, including initial 'Set-Up/Clean-Up/Catch-Up projects will be based on the volume of monthly transactions and additional services required for your unique business. We will prepare a detailed proposal that will itemize your monthly fees.

SOFTWARE SERVICES

• We've been using small business accounting software for more than 30 years. In that time we've seen lots of financial software '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 know how to make the most of it 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 financial files is an absolute necessity. We'll make our recommendation and help you every step of the way.
  

• Transfer From Manual (Paper) Accounting System or Transfer to New Online Software/Different Online Software
  

• Preparation of Loan Documents
  

• Audit/Investigation of Special Projects
  

• Software Training and Office Procedures for You and Your Staff
  

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. Discounts for 6- or 12-month terms available.

We accept all major credit/debit cards: VISA / MASTERCARD / DISCOVER / AMERICAN EXPRESS / CASHIER'S CHECK

We love referrals: Receive $100 credit when your referral pays for their 2nd month of service.

Bookkeeping Solutions for Every Stage of Your Business

Monthly/Quarterly/Annual Packages