Step 1 - Contact
We will discuss your business and what you are looking for.
Step 2 - Assess
We will analyze your records and figure out what plan works for you.
Step 3 - Execute
We will take care of the books, giving you peace of mind.
Plans
Standard
$400/month
- Quickbooks and chart of accounts maintenance
- Categorizing transactions
- Reconciling accounts
- Produce monthly financial statements: Profit & Loss, etc.
- Monthly consultation
Additional Notes
- Most clients fit into the standard plan. If you have special requests, have a ton of transactions, or have very few transactions, we can still figure out a custom plan that works for both of us!
- One time set up or clean up fees may be charged depending on the situation.
- 1099 Filings can be done at an extra cost.
Frequently Asked Questions
Do you file taxes for us?
No, we do not file taxes for you. Our bookkeeping services are meant to go hand in hand with CPA services.
Which industries do you work with?
Mostly local service businesses like real estate, home services, consulting, weddings planners, etc.
Can you help us set up Quickbooks?
Yes, we can provide set up or clean up services in addition to regular bookkeeping services.