Our Services: Simple, Transparent and Custom-Tailored
We believe in making finances easy. Our services are billed monthly at a straightforward, flat-rate fee with no hidden costs. Payments are made upfront each month, and if your needs change, you can cancel with just 30 days’ notice. Since every business is unique, we provide personalized quotes for your custom service package. And the best part? Our services are tax-deductible!
What’s Included
Our basic service package covers everything you need to stay on top of your finances:
- Transaction Recording & Reconciliation: Accurate recording, classification, and reconciliation of your financial transactions.
- Client Portal Access: Collaborate with us easily through our secure client portal. Provide feedback, answer questions, and stay informed as we work on your books.
- Customized Monthly Financial Reports: Receive detailed reports, including your Balance Sheet, Income Statement, and Statement of Cash Flows.
- Monthly Consultation: Enjoy a 60-minute meeting to review reports and gain insights into your financial health.
- Email Support: Get prompt, reliable answers to your accounting questions via email.
- CPA or Tax Specialist Communication: We will work directly with your CPA or tax preparer, saving you time and hassle.
No surprises. It’s just a simple, flat-rate fee for comprehensive financial support.
Additional Services
Need more? We offer a range of additional services tailored to your needs, with pricing provided upon request:
- Historical Cleanup: If your books are outdated or inaccurate, we’ll reconcile them to restore order.
- Catch-Up Services: Behind on your bookkeeping? We’ll bring your records up to date.
- Accounts Receivable: Let us handle your invoicing and track payments owed to you.
- Accounts Payable: We manage your bills and ensure timely payments.
- Custom Solutions: Don’t see what you need? Just ask! We’ll design a service package tailored specifically for your business.
Starting a New Business?
We offer comprehensive starter packages designed to help new business owners hit the ground running. From software setup and training to quarterly reports and ongoing support, we’ll provide everything you need to establish solid financial foundations.
Let’s simplify your finances so you can focus on growing your business. Contact us today for your personalized quote!
Want to learn more? Schedule your FREE consultation today!
