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Services

**For all services we will agree on a fixed price based on the volume and complexity of your business.**

Accountant

Routine Bookkeeping

Bookkeeping can be challenging, but it’s essential for driving informed decision-making. We’re here to manage your company’s transactions, keep your bank and credit card accounts in balance, and prepare your year-end financial statements to ease tax filing. We provide services as frequently as once a week, or as slowly as once a year - this depends on what you're looking for. Typically our clients prefer the monthly schedule.

 

- Recording and categorizing all transactions

- Reconciling the transactions to the bank and credit card statements

- Generate and deliver Financial Statements to the owner via email

- Bill pay (optional add-on)

- A/R Management

Business Meeting at Small Table

QuickBooks Cleanup

Do you have months—or even years—of bookkeeping left undone? Whether it’s caused by looming tax deadlines or requirements from your bank, we’re here to help you get back on track.

 

Using advanced tools like our PDF reader, we can take your old bank statements, convert them to Excel, and seamlessly import the data into QuickBooks. By automating this process, we eliminate the need for manual transaction entry, saving you significant time and cost.

 

We charge a fixed price for all cleanup and catchup work, with rates determined by the volume and complexity of your financial data.

 

Let us simplify your bookkeeping and support your financial goals!

Monthly Bookkeeping Packages

**These pricing details are general guidelines. All packages are customized to meet our client's needs, therefore, prices will vary.

  • Essential

    350$
    Every month
    - Simple business transactions - Cash basis reporting - 24 hour response turnaround time
     

  • Professional

    500$
    Every month
    Everything in Essential, plus: - Moderately difficult transactions - A/R and A/P Management - Moderate number of transactions
     

  • Premium

    750$
    Every month
    Everything in Professional, plus: - Complex and numerous transactions - Accrual basis reporting - CashFlow management - Premium Reporting
     
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