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Our Bookkeeping Services

Comprehensive remote bookkeeping solutions designed to save your small business time and money while ensuring accurate financial management.

Complete Financial Management Solutions

We handle all aspects of your bookkeeping so you can focus on growing your business. Our cloud-based approach ensures accuracy, security, and accessibility.

Subscription-Based Pricing

With our subscription-based pricing model, you will have predictable monthly fees that fit your budget. Our experienced bookkeeper will manage your financial records using the latest cloud-based accounting software, allowing you to access your financial data anytime, anywhere.

*Pricing may vary based on the size and complexity of the business. Customized packages are also available upon request*

Core Services

Perfect for small businesses getting started

  • Monthly transaction categorization – every expense and income item properly coded
  • Monthly bank & credit card reconciliations – accounts balanced and error-free
  • Monthly custom financial statements – tailored reports you can actually use to make decisions
  • Annual review & adjustments – year-end clean-up to ensure tax-ready books
  • Liaison to tax preparer – we work directly with your CPA/tax professional
  • Unlimited phone & email support – responsive help when you need it
  • Secure client portal – easy-to-access communication & document storage
Get Started
POPULAR

Elevate Package

For growing businesses with more complex needs

Everything in the Core Package +

  • QuickBooks Online subscription fee – no separate QBO charges, it’s all built in
  • Preparation & filing of Forms 1099 – compliance handled, filing fees included
  • Monthly transaction categorization – every expense and income item properly coded
  • Monthly bank & credit card reconciliations – accounts balanced and error-free
  • Monthly custom financial statements – tailored reports you can actually use to make decisions
  • Annual review & adjustments – year-end clean-up to ensure tax-ready books
  • Liaison to tax preparer – we work directly with your CPA/tax professional
  • Unlimited phone & email support – responsive help when you need it
  • Secure client portal – easy-to-access communication & document storage
Get Started

Monthly Bookkeeping

Complete monthly bookkeeping services including transaction recording, categorization, and account maintenance. We ensure your books are always up-to-date and accurate.

  • Transaction recording and categorization
  • Monthly bank and credit card reconciliation
  • Monthly financial statement preparation
  • Monthly review call with a bookkeeper
  • Clean up and organization of existing books

Always Current

Your books are maintained monthly to ensure you always have accurate, up-to-date financial information for decision making.

Perfect Balance

We ensure your books perfectly match your bank statements, catching discrepancies and errors before they become problems.

Bank Reconciliation

Monthly and weekly bank reconciliation ensures your accounting records match your bank statements. We identify and resolve discrepancies to maintain accurate financial records.

  • Monthly bank statement reconciliation
  • Monthly credit card reconciliation
  • Identification and resolution of discrepancies
  • Cash flow tracking and analysis

Financial Reporting

Comprehensive financial reports that give you clear insights into your business performance. Make informed decisions with accurate, timely financial data.

  • Profit & Loss statements
  • Balance sheets
  • Cash flow statements
  • Custom reports for your specific needs

Clear Insights

Easy-to-understand financial reports that help you track performance, identify trends, and make strategic business decisions.

Tax Ready

Your books are maintained to tax standards, making tax season stress-free and ensuring you don't miss any deductions.

Tax Compliance

We ensure your bookkeeping meets all tax requirements and regulations. Your books will be organized and ready for tax season, maximizing deductions and minimizing stress.

  • Tax-compliant bookkeeping practices
  • Sales tax return preparation and filing
  • Expense categorization for maximum deductions
  • 1099 and W-2 preparation support
  • Year-end financial statement preparation

Additional Solutions

Specialized services to meet your unique business needs

QuickBooks Online Setup

Complete QuickBooks Online subscription and setup included with our service plans, with data migration and customization to fit your business needs.

Bookkeeping Cleanup

Get your books back on track with our comprehensive cleanup service for businesses with outdated or disorganized records.

Payroll Processing

Complete payroll services including calculation, tax withholdings, and direct deposit setup for your employees.

Welcome to the Paperless Era!

If you are struggling to manage your bills and receipts, we have the solution! You can snap a photo, forward an email, or upload a pile of scanned invoices and we'll help you manage it all. We attach every receipt to its corresponding expense in QuickBooks Online, so you never have to go digging through file cabinets or boxes again.

Email Support

Ongoing email support included with all service plans to answer your questions and provide guidance when you need it.

Training & Consultation

Learn to better understand your finances with our training sessions and ongoing consultation services.

Sales Taxes

If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.

CFO Advisory

Strategic financial guidance and business advisory services to help your business grow and succeed.

Secure Cloud Storage

Safe and secure cloud-based storage of all your financial records with automatic backups and 24/7 access to your data.

1099 Filing

Ensure compliance with IRS regulations through our comprehensive 1099 filing service. We handle the preparation and submission of 1099 forms for your contractors and vendors, saving you time and reducing the risk of errors.

Accounts Receivable (A/R)

Complete A/R management including invoice creation and delivery to customers, system integrations with QuickBooks Online, weekly A/R monitoring with automated reminders, and strategic recommendations for collecting overdue payments.

Accounts Payable (A/P)

Streamlined A/P services including weekly online bill pay with customizable approval systems, autopay account management, and our paperless bill/receipt system with automatic attachment uploads to QuickBooks Online for easy access.

Our Simple Process

Getting started with professional bookkeeping is easier than you think

1

Free Consultation

We discuss your needs and create a customized plan for your business.

2

Setup & Integration

We set up your cloud-based accounting system and integrate your financial data.

3

Ongoing Management

We handle your monthly bookkeeping while you focus on growing your business.

4

Regular Reporting

Receive timely financial reports and insights to guide your business decisions.

Ready to Get Started?

Let us handle your bookkeeping so you can focus on what you do best - growing your business.

Schedule Free Consultation Call 717.668.7758