Services
We provide flexible bookkeeping and accounting support, whether you want ongoing monthly service or help on an as-needed basis.
Our Service Packages
Choose the package that best fits your business needs.
Bookkeeper
- Reconciliation of all Balance Sheet accounts includes one bank and one credit card
- Calculation and posting of one depreciation or accrual schedule
- Ensure proper account classifications
- Monthly soft copy of your Balance Sheet and Income Statement
Accountant
- Reconciliation of all Balance Sheet accounts includes two bank accounts and two credit cards
- Calculation and posting of two depreciation or accrual schedules
- Ensure proper account classifications
- Monthly soft copy of your Balance Sheet and Income Statement
- Quarterly GAAP compliant copy of your financials
- 30 minute monthly consultation
Controller
- Reconciliation of all Balance Sheet accounts includes up to three bank accounts and three credit cards
- Calculation and posting of five depreciation or accrual schedules
- Ensure proper account classifications
- Monthly soft copy of your Balance Sheet and Income Statement
- Quarterly GAAP compliant copy of your financials
- 60 minutes per month consultation
- Accounts payable services. Vendors must be established payments via bank ACH or QBO
All bookkeeping and accounting services are ONLY provided via QuickBooks Online.
A La Carte Services
- Bookkeeping services
- Accounting services (Book cleanup, Audit and Loan preparation, Schedule C preparation)
- Fractional CFO service
- Payroll services
- Personal tax return