Are you overwhelmed with monthly bookkeeping and feeling like your books are a mess? Or worse, non-existent? No worries – we can help!
Don’t fret. You’ve got us in your back pocket. Picture yourself entering tax season relaxed and going into every business decision secure knowing where you stand financially. No more late nights trying to catch up on your books and scrambling to find receipts!
No more year-end chaos
All transactions are professionally coded and reviewed on a monthly (or quarterly) basis. Your books are in shape before you even think about tax season.
Reporting customized for you
We provide you with real-time data so you know how you’re really doing… And explain everything in a way you can actually understand!
Say good-bye to paper
Who knew bookkeeping had a paperless option?! We use automatic bank feeds – no need to pass along any paper or receipts. Welcome to the modern age!
We specialize in providing bookkeeping to service based industries including contractors, creative artists, yoga and fitness studios, spas, software providers, and many others! Please contact us to see if we are a right fit for you!
QUARTERLY BOOKKEEPING
Starting at $200/quarter
- Account set-up and monthly subscription in Quickbooks Online (QBO) + Hubdoc (cloud based accounting software and financial document/receipt storage
- Quarterly recording, classifying, and reconciling of up to 2 bank/credit card accounts
- Up to 50 transactions per month
- 3 Quarterly financial reports: Balance Sheet, Income Statement, and Statement of Cash Flows (explained in simple terms!)
- Unlimited email support
- Quarterly 60 min conference call consultation and support. Don’t have the time to discuss? Don’t worry, we will send you a pre-recorded session going through your financials in detail in lieu of a call.
- Annual reports – sent to CPA / tax preparer at year-end
- No contract (30 days notice required to cancel)
- Have more accounts or transactions then what’s quoted above? No worries, we will work on a pricing proposal after thoroughly discussing your individual needs. Schedule your free consultation today and let’s talk!
MONTHLY BOOKKEEPING
Starting at $300/month
- Account set-up and monthly subscription in Quickbooks Online (QBO) + Hubdoc (cloud based accounting software and financial document/receipt storage
- Monthly recording, classifying, and reconciling of up to 3 bank/credit card accounts
- Up to 125 transactions per month
- 3 Monthly financial reports: Balance Sheet, Income Statement, and Statement of Cash Flows (explained in simple terms!)
- Unlimited email support
- Monthly 60 min conference call consultation and support. Don’t have the time to discuss? Don’t worry, we will send you a pre-recorded session going through your financials in detail in lieu of a call.
- Annual reports – sent to CPA / tax preparer at year-end
- No contract (30 days notice required to cancel)
- Have more accounts or transactions then what’s quoted above? No worries, we will work on a pricing proposal after thoroughly discussing your individual needs. Schedule your free consultation today and let’s talk!
ADD-ON & CATCH-UP / CLEAN-UP SERVICES
Custom pricing – Fee varies based on your needs
- Assisted Payroll
- Accounts Receivable (A/R)
- Accounts Payable (A/P)
- Annual 1099 Filing
- One-time set-up (in QBO). (For a start-up business or business transferring records to a new account.
- Catch-up / Clean-up Services: Have you neglected your bookkeeping for far too long and simply don’t have the time to spend on it? Or have you been trying to DIY it for some time and realized it’s taking you far too much time which could be better spent on revenue generating tasks? Whether you simply need to get caught up or have a hot mess on your hands, we can help whip your books back into shape. As we work through the catchup or cleanup process, we will assess your Chart of Accounts, processes and cash flow to determine what can be streamlined or changed to better serve your business. Taking the time to get your bookkeeping caught up and accurate is essential before we can move forward with ongoing maintenance of your books.