our services

BOOKKEEPING SERVICES

Do you worry about taxes because you don’t keep track of what your business is making and spending? If you have receipts piled up, or own a company, you need bookkeeping. Bookkeeping helps you make smart financial choices and get ready for tax season by giving you reliable information.

PRELIMINARY PHASE

ASSESSMENT or DIAGNOSTIC REVIEW

We charge a flat fee of $250 for analyzing your QuickBooks Online account. Firstly, after discussing with you, we will check your account to see if any changes are required before we proceed with the work. Usually, new clients require some level of modifications. If that’s the case for you, we will let you know what needs to be changed and either suggest you a professional for significant changes or suggest a proposal for minor changes. If your account is ready for monthly bookkeeping, we will offer you a proposal for our regular monthly services.

BOOKKEEPING CLEAN UP

Our bookkeeping services include a comprehensive clean up service to ensure that your financial records are accurate and up-to-date. This thorough service begins at a minimum cost of $1500

And upon completion, we can offer a selection of different monthly packages to meet your ongoing needs. Our clean up service encompasses a range of duties, including:

  • Sorting past bank transactions
    Scrutinizing your balance sheet accounts
  • Adjusting your Chart of Accounts to fit your business needs
  • Adding any missing accounts
  • Reviewing the categorization of your products or services.

    We will also compare your books to your last tax return and provide a 1-hour Zoom meeting every week if necessary.
    Our ultimate goal is to help your business run as smoothly as possible by keeping your financial records organized and transparent.

MONTHLY BOOKEEPING PACKAGES

LITE*

starts at
$300/month

  • categorization of bank transactions once a month

  • monthly reconciliation of bank, credit card, and loan accounts

  • adding new customers and vendors as needed

  • basic monthly financial reports

  • quarterly video conference meeting (up to 30 minutes)

  • access to client portal mobile app

STANDARD

starts at
$500/month

  • weekly categorization of bank transactions

  • monthly reconciliation of bank, credit card, and loan accounts

  • quarterly review of assets

  • adding new customers and vendors as needed

  • monthly financial reports with standard KPI’s

  • quarterly video conference meeting (up to 45 minutes)

  • access to client portal mobile app

  • tax planning

  • assistance with integrated payroll

PRO

starts at
$750/month

  • weekly categorization of bank transactions

  • monthly reconciliation of bank, credit card, and loan accounts

  • quarterly review of assets

  • adding new customers and vendors as needed

  • advanced monthly financial reports and dashboard (includes custom KPI’s & analysis)

  • monthly video conference meeting (up to 45 minutes)

  • access to client portal mobile app

  • tax planning

  • assistance with integrated payroll

  • collect W-9s and file 1099s (up to 12 per year)

OTHER SERVICES
  • ​QuickBooks Online set up: $150

  • Chart of Accounts Set Up: $150

  • Federal tax research: $100/question

  • 30 minute Zoom meeting: $65

  • W-9s and 1099s: $50/year + $15 ea

VARIABLE PRICE ADD-ONS
  • Set up products/services in QuickBooks Online

  • Sales tax reports and filing

  • Workers comp payroll reports

  • Job costing

  • Payroll entries for non-integrated payroll

  • Budget and/or cash flow projections

  • Bill pay assistance

PRICING “FINE PRINT”

This is information about the fees for accounting services. The price listed includes up to 100 transactions per month, 4 bank or credit card accounts, 2 loan accounts, and less than $1,000,000 in yearly revenue. The actual fee will be determined based on an evaluation of your QuickBooks account. This price doesn’t include the cost of the accounting software. If there are any issues with communication or extra work, there may be extra fees, but the company always tries to be fair.

There is also a cheaper option for companies with less than $450,000 in revenue per year. The company wants to help its clients succeed, so they ask clients to help them understand their needs better.

TAX SERVICES

TAX PREP AND FILING

We offer assistance with your tax preparation and filing needs. We would be more than happy to be your go-to tax preparer and provide you with all of the necessary information to take care of your business taxes.

If you already have a tax preparer that you’re happy with, that’s totally fine! Either way, we are here to support you and your business in any way that we can.