Services

All services paid up front month to month with a 30 day cancellation option
Final pricing for your customized service package by quote only
All services are tax deductible

Basic Services: 

  • Online accounting software: Xero or Quickbooks Online – monthly subscription included
  • Online document management through Hubdoc – monthly subscription included
  • Financial transactions are recorded, classified, reconciled and reviewed for accuracy for up to two bank accounts with up to a total of 75 transactions each month
  • The “Big Three” financial reports customized monthly: Balance Sheet, Income Statement, and Statement of Cash Flows
  • One 60-minute monthly phone consultation to discuss reports: keeping you in the know regarding your business financials 
  • Email support 
  • Communication with your CPA or tax preparation specialist 

We bill a monthly flat-rate fee for these services. No surprises! 

Additional Services available: Pricing by quote 

  • Additional Bank Accounts/Transactions
  • Historical Clean Up
    • Books a mess? We will reconcile as far back as possible to help you move forward.
  • Catch Up
    • Haven’t done your books for a few months? We will catch them up to the current month. 
  • Accounts Receivable
    • Keep track of who owes you: invoicing
  • Accounts Payable
    • Keep track of who you owe: bill pay 
  • Don’t see what you’re looking for? Just ask!

Are you a new business or just starting out? Custom starter packages are available for new business owners that include setup and/or training in accounting software, quarterly reports, etc. 

Want to learn more? Schedule your FREE consultation today!