Services

Our customized services will give you direction when it comes to your business needs and goals.

Our initial consultation will allow us to discuss your needs and determine what services are best for you and your business.

Popular Packages

Quarterly Essentials – starting at $195/month

  • Quickbooks or Xero Online Subscription
  • Record and Categorize all transactions – up to 50 transactions monthly
  • Reconcile Bank / CC Accounts – up to 2 accounts
  • Quarterly Financial Reports – balance sheet, income statement & statement of cash flows
  • Weekly Email Support
  • Annual Reports – sent to CPA/tax preparer at year end

Monthly Essentials – starting at $325/month

  • Quickbooks or Xero Online Subscription
  • Record and Categorize all transactions – up to 100 transactions monthly
  • Reconcile Bank / CC Accounts – up to 3 accounts
  • Monthly Financial Reports – balance sheet, income statement & statement of cash flows
  • Monthly 60-minute Conference Call – we will go over your financial statements and discuss any questions or concerns you might have
  • Unlimited Email Support
  • Annual Reports – sent to CPA/tax adviser at year end

DIY Essentials – starting at $250

  • Set up assistance with QBO or Xero software
  • Review 1st months activity / bank reconciliation
  • 3 months of weekly email support

Add-Ons

  • Historical Clean Up
  • Additional Bank / CC Accounts
  • Additional Transactions
  • Accounts Payable
  • Accounts Receivable
  • Payroll Coordination
  • Year-End 1099s
  • Business Consulting
  • Budgeting / Financial Success