Monthly Bookkeeping Packages
All Services are customized to your specific needs. We take a number of things into consideration including the number and type of accounts, transaction volume and reporting requirements.
Schedule a discovery call so we can learn more about your needs and discuss the next steps to receive your customized proposal.
** Our Premium and Standard packages include your accounting software and document management app
Additional Add-On Services Available
With Monthly Bookkeeping Service
Monthly financial reports delivered via a shared secure portal.
App setup, integration and training to securely store and organize monthly bills and statements to make your business audit proof.
Have your business moved to the front of the line each month. Monthly work completed within 4 business days of receiving all required information.
Accounting Software Setup
We can set up your accounting software and offer a discount on new Quickbooks Online subscriptions
We can connect you with one of our accountants or collaborate with yours.
Remote meetings to help you understand your financials, answer questions and discuss ways to grow your business.
Let’s Find a Perfect Bookkeeping Solution for Your Business
How we work:
Step 1 - Discovery Call
This is a brief Zoom or telephone meeting to learn about your business, your pain points and answer your questions.
Step 2- File Diagnostic Review
We will review your current books to determine if cleanup is required and to be able to provide a customized proposal for the specific services that you need based on your business’s situation.