Let's Take Bookkeeping Off your To-Do List!

Simply choose which level of support you need!

The Basics

We can start with the basics and build your financial systems together!

Complete

 Build on established systems and increase efficiency with help in all areas of your business!

Growth

Let's take your Business to the next level!

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The Basics Package

  • Bookkeeping for 1 Bank Account and 1 Credit Card Account
  • Import Bank Transactions using the Bank Feed Center
  • Record Customer Payments
  • Monthly Reconciliations
  • Generate Monthly Reports
  •  Year-End Information Sent Directly to your Accountant 
  •  Preferred Member QuickBooks Online Discount 
  • Email and Phone Support

Find Out More!

Efficiency Package

  • Bookkeeping for 2 Bank Accounts and 2 Credit Card Accounts
  • Import Bank Transactions using the Bank Feed Center
  • Record Customer Payments
  • Bill Pay Management
  • Monthly Reconciliations
  • Generate Monthly Reports
  • Monthly Meeting in Person or Via Skype to Discuss Reports as Needed
  •  Work Flow Consulting - Let's Make you More Efficient!
  • Year-End Information Sent Directly to your Accountant
  •  Preferred Member QuickBooks Online Discount 
  • Email and Phone Support

Find Out More!

Deluxe Growth Package

  • Bookkeeping for 3 Bank Accounts and 3 Credit Card Accounts
  • Import Bank Transactions using the Bank Feed Center
  • Record Customer Payments
  • Bill Pay Management
  • Invoice Management
  • Monthly Reconciliations
  • Generate Monthly Reports
  • Monthly Meeting in Person or Via Skype to Discuss Reports as Needed
  • Business Planning Session
  • Create and Implement a Budget Based on Company Goals 
  • Work Flow Consulting - Let's Make you More Efficient!
  • Year-End Information Sent Directly to your Accountant
  • Preferred Member QuickBooks Online Discount 
  • Email and Phone Support

Find out more!

Ad-On Services

  • Payroll
  • Collections
  • W2 Filing
  • 1099 Filing
  • Job Costing

Trusted Partners

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