Book a Free Consultation with us and receive an estimated montly quote. No surprises, just a set monthly fee making it easier for your budget!
First Meeting We will begin with a complimentary 30-minute consultation to learn more about each other and determin if we are a good fit for your bookkeeping needs. We can meet in person or online! Following a quick review of your business, you will receive a clear, straighforward estimate with several service package options to choose from.
On Boarding Once you select your preferred package and complete the Onboarding form, we will set you up on a payment schedule. Your estimate will include a clear timeline if you are in need of cleanup or initial set up.
Pricing We use a structured pricing system based on your needs (example: number of accounts, average number of transactions per month, employees and services needed) so you will always have a predictable cost for your own budgeting purposes. You will receive a detailed, transparent proposal which will outline each services and the package options designed specifically for your business and to fit your budget. (See Pricing Page for more details)
General Bookkeeping (Managing Daily Transactions)
Account Reconciliation
Monthly Financial Statements
Accounts Payable
Accounts Receiveable
Payroll Processing
File Cleanup (Getting your books up to date)
Fixed Asset Tracking (Monitoring your long-term assets)
Inventory Management and Tracking
Year-End Adjustments
Custom Reporting
Quarterly Reviews
Planning and Budgeting
Set-Up (Get you started in QuickBooks Online and set up your Chart of Accounts)
Anything else you need? We can figure it out!