Choosing the bookkeeping service that’s right for your business needs

Managed Bookkeeping

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You take care of your business while we take care of your books. Our basic monthly plan includes:
Transaction Management
Account Reconciliation
Addition of new assets & liabilities
Financial statements delivered monthly
Liaison with your tax preparer
Year end adjustments
Daily backups
Email and phone support

New Business Setup

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One of the best things you can do for your new business is get your books setup properly and learn how to manage them. Our basic setup plan includes:

A chart of accounts customized for your business
Assistance connecting bank and credit card accounts
Assistance connecting 3rd party apps
Recording of all business transactions
Reconcilion of all accounts
A meeting to discuss the final product

Annual Tax Preparation

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Why spend hours telling a tax preparer what your bookkeeper already knows? Or providing them with reports? Especially when you can have us prepare your annual tax returns for you.

With our Annual Tax Preparation service you won’t be 1 of 1000 returns because we only prepare taxes for our monthly clients. Whether you are a sole-proprietor, LLC, Partnership, or S-Corp, we can help you with your taxes. We can take care of your individual returns as well.

Bookkeeping Reboot

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Are your books a hot mess? Or are they just way behind. Our skilled team of bookkeeping experts give them the reboot they need. Our basic plan includes:
An in-depth analysis of your existing file
The addition and/or reclassification of transactions
Reconciliation of all accounts
A meeting to discuss the final product

Training and Support

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Bookkeeping is confusing and your time is better spent on money making tasks. Don’t spend hours trying to figure it out on your own We offer:
1-3 hour training sessions
A monthly assessment of your work and training to address any areas of concern

Are you ready to take action to get on top of your business bookkeeping and grow your business? We can get you there!

We’ll talk through your current setup, goals and frustrations and get clear on how we can help. We’ll create a plan to establish your accounting system or elevate your current bookkeeping workflow.

Working with us will effectively increase the amount of time you have to focus on your business.