Monthly Bookkeeping
Our monthly bookkeeping services are designed to take day-to-day bookkeeping off your plate, and let you focus on running and growing your business. Outsourcing your bookkeeping saves you time and money, simplifies tax season, and gives you an accurate picture of your financials, so that you can make informed business decisions at any time.
Services We Offer:
Reconciliation
A/P & A/R
Financial Reports
Year-End Close
Payroll
Ongoing Support
Monthly Packages
Starter
Bookkeeping
starting at $150 / month
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1-2 transactional accounts (bank, credit cards, loans)
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Up to 50 expense transactions per month
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Monthly categorizations and reconciliations
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1099 tracking
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Quarterly basic financial reports (P&L, Equity)
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Quarterly meeting
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Email support
Basic
Bookkeeping
starting at $300 / month
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Up to 4 transactional accounts (bank, credit cards, loans)
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Up to 100 expense transactions per month
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Monthly categorizations and reconciliations
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1099 tracking
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Monthly basic financial reports (P&L, Equity)
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Quarterly meeting
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Year-end review and close
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Email support
Growth
Bookkeeping
starting at $600 / month
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Up to 8 transactional accounts (bank, credit cards, loans)
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Up to 200 expense transactions per month
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Monthly categorizations and reconciliations
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1099 tracking
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Monthly growth financial reports (P&L, Equity, Cash Flow)
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Monthly meeting
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Year-end review and close
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Accounts Payable (bill & vendor pay)
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Email and phone support
Add-ons &
A la Carte
Contact us to discuss your personalized package
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Payroll
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Invoicing and A/R
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W9 Management
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Additional accounts
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Additional expense transactions
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Support packages
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Cash flow analysis
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KPIs
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Margin analysis
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Expense analysis and budgeting
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Quickbooks set-up
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Ad hoc projects