Our Services
Bookkeeping Services
Virtual Bookkeeping via QuickBooks
QuickBooks is one of the most trusted and leading cloudbased accounting software available. As a certified QuickBooks ProAdvisor, our firm will provide your business with accurate and timely financial recording allowing for continuous growth.
Bookkeeping Process
Our firm will set up your Chart of Accounts in accordance to best standards for your industry. Record your money-in and money-out transactions. Monthly bank and credit card reconciliations and generation of valuable financial reports.
If chosen, more advanced financial services can be utilized by scaling up your monthly services needs.
Monthly Services
Chart of Accounts Setup
The backbone of any business’s books is the Chart of Accounts. These files, per your industry, set the tone and flow of all transaction recordings in alignment with best tax deduction principals.
Transactions Recording
Accurate and timely transaction recording is key in success of any business. Up to date transaction recordings can eliminate miscalculated revenue from both income and expenses.
Monthly Reconciliation of bank & credit card accounts.
Matching each penny of your books to your bank and credit card statements each month gives you the business owner a clear picture of your business’s financial health.
Generation of Financial Reports
Aside from gaining more time to handle daily operations, having timely accurate financial information is paramount for owners. Among many types available, the Balance Sheet and Profit & Loss Statement are two of the most key reports for business owners. Access to this information helps owners make sound decisions and can focus on growth of the company.
Premium
$750
Per Month
Advanced Plan Services +
Accounts Receivable (A/R) Invoicing
Accounts Payable (A/P) Bill Pay
Quarterly Integration With Your CPA
Advanced
$500
Per Month
Starter Plan Services +
Integration w/Payroll Services
1099 Contractor Tracking
Weekly Balance Sheet Report Generation
Semi-annual Integration With Your CPA
Starter
$250
Per Month
Chart of Accounts Set Up
Categorizing Transactions
Monthly Bank/Credit Card Reconciliations
Monthly Financial Reports Generation
Books Clean-up
$500
Per month needed
Disorganized books
Missing transactions
Missing reconciliations
IRS Audit preparation
Elite
*** COMING SOON***
Premium Plan Services +
Inventory Tracking
Detailed Project Based Bookkeeping
(ideal for General Contractors & Real Estate Agents) needing granular financial data per location.
Contact Us
Schedule a discovery call
Fill out the contact form and we can schedule a discovery call to see what your business needs and how we can free up more time for the business owner.