Streamlined Bookkeeping for Growing Businesses: We take the stress out of your finances by handling the daily tracking, recording, and balancing of your business transactions. From daily sales and invoice management to bank reconciliation and payroll, we keep your financial records accurate, organized, and tax-ready. Leave the math to us so you can focus on growing your business.
Streamlined Bookkeeping for Growing Businesses: We take the stress out of your finances by handling the daily tracking, recording, and balancing of your business transactions. From daily sales and invoice management to bank reconciliation and payroll, we keep your financial records accurate, organized, and tax-ready. Leave the math to us so you can focus on growing your business.
Bookkeeping Services Packages
The Solopreneur
Perfect for rideshare drivers, freelancers, and independent contractors.
Meticulous transaction categorization (up to 2 bank accounts)
Monthly income and expense tracking
Receipt organization and digital storage
Year-end, tax-ready financial ledger
Growing Small Business
Perfect for local service providers, and storefronts.
Meticulous bank and credit card reconciliation (up to 4 accounts)
Monthly profit & loss statements and balance sheets, tax ready
Basic accounts receivable/payable tracking
Email support with a 48-hour response time
Medium Business
Perfect for local service providers, and storefronts.
Meticulous bank and credit card reconciliation (up to 6 accounts)
Monthly profit & loss statements and balance sheets and other financials as needed that are tax ready
Accounts receivable/payable tracking
Email support with a 48-hour response time
***For Non-Profit offerings please reference the Non-Profit services page.
Bookkeeping:
- Monthly, quarterly, and annual bookkeeping
- Bank and credit card reconciliations
- Income and expense tracking
- Accounts receivable and invoicing support
- Catch-up and cleanup bookkeeping
- QuickBooks setup and account review
- Month-end and year-end accounting support
Financial Reporting & Analysis:
- Profit and loss statements
- Balance sheets
- Budget-to-actual comparisons
- Financial trend analysis
- Customized management reports
- Financial record preparation for your CPA or other professional advisor