Bookkeeping Packages

So you’re ready to focus on growing your business and we are here to help you do just that. It’s not enough to just have a business, but you also need to know your numbers. When you know your numbers, you can make more informed decisions as a business owner.

• Basic Package - This service is designed for businesses who just want to keep accurate records so they are compliant. Included in this package you will receive bank reconciliation, transaction categorization, and video financial review of your reports.

• Standard Package - This package is designed for businesses that want to grow their business. Included in this package is everything in the basic package plus monthly meetings to go over your financial reports, sales tax preparation and the option to add on accounts receivable and accounts payable management.

• Premium Package - This package is for businesses looking to take their business to the next level. In this package you will receive everything in our standard package plus budget planning, quarterly forecasts and cash flow analysis.

Independent QuickBooks Training Service

Not sure how to use your QuickBooks Online account? We will customize a training specific to your business needs and show you how to use your account.

Independent QuickBooks Clean Up Service

Are you behind on your bookkeeping and need help generating reports for funding? Or you’re just ready to get your books in order so you can know where your money is going? We will review your books and create a plan of action of how we can help get your books caught up to date. Prices vary based on how many years need to be reconciled.

Independent QuickBooks Setup Service

Need help setting up a new QuickBooks account? Converting from another software to QuickBooks? We will help you customize a plan to set your business up for success.

• Install QuickBooks and provide training

• Customize chart of accounts

• Customized Financial Reports

• App integration with QuickBooks Online