Accounting and Bookkeeping Services

As most small business know accounting and bookkeeping can be a nightmare.  To provide relief we offer a comprehensive set of packages to get most if not all of this work off a clients plate. We offer weekly, monthly, or quarterly accounting packages.

We also offer a variety of on-time accounting and bookkeeping cleanup / catch up services intended to get a client caught up as quickly and accurately as possible.  Some of our most notable solutions are QuickBooks Setup, Quarterly QuickBooks Health Checks, & QuickBooks Consulting Projects.

CONTACT US FOR PRICING

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Key Included Features for ALL Plans : 

• QB Online Subscription

• Bank & Credit Card Import & Coding

• Free Phone & Email Support

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Service is Ideal For:

Key Features

Value

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Financial Reporting & Adjustments​

Accrual Accounting Adjustments​

​Advanced Reporting  & Analysis

Bill Pay Service & Invoice Creation and Delivery

Quarterly Financial Review Meeting

Quarterly / Trimester Accounting	Monthly Accounting	Weekly Accounting
New Businesses, Start-Ups, Freelancer, Side Gigs	Businesses with Approx 500K or More in Revenue	Businesses with Approx 1MM or More in Revenue

Learn More

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-	Optional	Optional
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• This service also comes with integrated (CPA prepared) tax and business planning which helps identify areas of opportunity or risk that can make or break your business.

Further we can combine these services with our tax preparation and 
payroll processing services, which can provide you with a one stop shop for all your accounting related needs.

Accounting / Bookkeeping Features Included:

1. Weekly / Monthly / Quarterly Financial Statement Preparation
2. Bookkeeping & Data Entry, including adjustments
3. Unlimited email support (on recurring packages)
4. Phone, Web Chat, and in-person meeting availability
5. Fixed Rate Pricing (no surprise bills or charges)
6. Reconciliations of Bank Statements
7. Year Around Tax Planning (optional)
8. Year Around Business Planning (optional)
9. Bill Payment Processing (optional)
10. Invoice Processing (optional)
11. A/R Support, & Customer Tracking
12. A/P Support, & Vendor Tracking
13. Asset Tracking & Fixed Asset Schedule Maintenance 
14. Budget Comparison/Analysis  (optional)
15. Account Variance Analysis
16. AND MANY OTHER GREAT FEATURES  

If these sound like the services and expertise you need 
then don't hesitate and contact us today!

Typical Accounting Packages ​

Weekly Accounting (optional Bill Pay) :
Our Premier solution is designed for 
established small businesses with the
benefit of have actionable and proactive
accounting information ready every week.
This solution also supports Integrated year
around tax & business planning. 
Additionally, This solution also supports
our optional integrated Bill Payment
Service which can handle most Accounts 
Payable functions & needs.
This and all packages features unlimited 
email support with phone, web, and 
in-person meetings availability.


Monthly Accounting (optional Bill Pay) : 
Ideal solution for businesses that need
accounting information in real time
​(or who have significant activity). Year
​around tax planning is also provided along
with phone, email, and meeting support.
This package supports our optional Bill 
Payment Service.
This and all recurring packages features 
​unlimited email support with phone, web, and
in-person meeting availability.


Quarterly / Trimester Accounting :
Ideal solutions for most small businesses
that need consistent accounting information
on a regular basis, but are not quite ready
to utilize it on a monthly or weekly basis.
Optional Year around tax planning is also
available.
This and all packages features unlimited 
email support with phone, web, and 
in-person meetings availability.


​Cleanup Support & QB Setup : Ideal
solution for New Businesses needing
QuickBooks to be setup Setup, QuickBooks
review & cleanup, and similar one-time
accounting and bookkeeping needs.
These are well suited solutions for new or
relatively new businesses with sporadic
accounting and tax, get accounting up to
date, or to start a client off one the right foot.
Email support is outlined during the
discover phase, along with phone, web,
and in-person meeting needs