Our Services
We're more than virtual bookkeeping! Check out our services below.
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and choosing your package.
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NO Contracts. No Commitments.
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Unsure of what to choose? Contact us prior to purchasing for guidance and explanation.
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Don't forget to contact us for discounts prior to purchasing your Quickbooks Subscription if you're a new user.
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We look forward to working with you!
Bookkeeping Services
From Small Business Bookkeeping for businesses with up to $25,000 in monthly revenue or expenses (whichever is greater) to Large Business Bookkeeping for businesses with $150,001 or more in monthly revenue or expenses (whichever is greater), we've got you covered!
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Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
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NO Contracts. NO Commitments.
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*Ask about available discounts for these services before signing up on your own.
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ALL PACKAGES INCLUDE:
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Initial phone call with your bookkeeper
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Monthly income and expense tracking
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Categorizing all transactions appropriately and consistently
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Monthly Financial Statements that include a Balance Sheet and Profit & Loss report
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Unlimited email and text support
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QBO basic training
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Access to a team of financial and legal professionals
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Quickbooks Online Subscription at 30% off for 12 months OR 20% off for duration of your membership. *Requires new QB subscription
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A back pocket FULL of financial experts that CARE about you and your business.
Clean-up/Catch-up work
If you have signed up for a the Basic Bookkeeping Package but you need help creating or cleaning up the books for prior months, we are happy to offer 30% off for those prior months as a one-time bonus for our new clients! Contact us to request a quote or discuss in welcome call (you will be invoiced separately).
Class Tracking
Are you curious how profitable your various jobs are? Do you really know if you've made money on Job 1 vs Job 2? Select this service to get additional reports each month showing the full detail of income and expenses displayed by Job so you can make decisions on how to quote future jobs or reward your staff for meeting goals!
Sales & Payments Input
Do you need FULL SERVICE help?
Do you need help entering payments received through your merchant services? Do you struggle to keep up entering your business sales or can't seem to staff your business with someone to complete these tasks for you? We can help! With securely shared documents or remote access to your system, we can complete all of your data entry for you!
Accounts Receivable & Payable
Do you struggle with getting your client invoices out timely? Or recording your customer payments so you have accurate customer balances? Or maybe you find it difficult to keep up on bill payment and often wonder how much you really owe to the vendors you do business with. We can help with both of these daunting tasks!
Payroll Setup & Support
Starting as low as $50 / Month
Do you have independent contractors or employees that need paid on a regular basis? Do you struggle with understanding the tax filings that are required for each? We can help set you on the right track. Contact us for your personal quote. Does not include processing payroll.
Full Services Payroll
Want to let go of your payroll headaches all together?
We'll setup your QB payroll, input current employee data, process payroll on your schedule, and even collect updated W4s from your employees! This service includes a maximum of two payroll processings per month and requires a Quickbooks Payroll subscription*. Business is responsible for setup and processing of benefits plans.
*Ask about available discounts for these services before signing up on your own.
Legal Services
Is your business fully legal and compliant? Are you covered against liability? Do you need a partnership agreement or registered for tax ID numbers? Our team of legal experts can review your situation and determine how you can make sure your business is protected! Contact us to get a quote for your business today!
What's Next For Your Business?
Now that you know what our services entail, head to to choose a package that encompasses the services your business needs. One size doesn't fit all! We have packages to fit most needs.
Click on the package that suites yours and create an account for billing and account management. Once your plan is processed, an initial call with your bookkeeper will be scheduled.
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Still aren't sure what you need or need a custom package / quote?