Exclusive Packages
Our bookkeeping services are designed to simplify your financial operations, ensuring that your records are accurate, up-to-date, and easy to navigate. We offer a variety of services, including clean-ups, catch-ups, and monthly maintenance. With three distinct packages available, we cater to different needs, providing organized and accessible financial management that aligns with your business goals.
Core Compliance
This package provides the essential services needed to keep your financial records in line with legal requirements. It’s perfect for startups and single-member LLCs, ensuring your business remains compliant.​
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Initial Consultation
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Quick Review of Books
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Initial Software Set Up & Migration
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New Subscriber Discount for Quickbooks Online Software
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Personalized Client Portal
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Annual Reports for Tax Prep
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Limited Account Reconciliations & Transaction Allocations
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Quarterly Financial Reports
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Unlimited Email and Phone Support
Most Popular Executive Edge
This package is tailored for established businesses that need more than just the essentials. It provides comprehensive financial management, offering advanced support and customized solutions to help your business thrive and scale. Designed for growth, this package ensures your financial processes are aligned with your long-term goals and evolving needs.
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Everything in Core Compliance
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Monthly Standard Financial Reports
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Quarterly Financial Review Meeting
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Limited 1099 Filings
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Receipt management Including software subscription
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Personalized Client Portal
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Maintaining of your Fixed Asset Register
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Payroll Provider Journal Entries
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Limited Account Receivables Management and Invoicing
Elite Elevation
This package is designed for businesses that seek a comprehensive suite of services to drive their growth. Offering tailored solutions that address your unique needs, this package ensures your business receives the specialized support necessary to elevate performance, streamline operations, and accelerate long-term success.
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Everything in Executive Edge
PLUS:
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Unlimited Account Reconciliations and Transaction Allocation
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Monthly Standard Financial Reports
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Unlimited 1099 Filings
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Unlimited Accounts Receivables Management and Invoicing
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Cost Control: Expense Monitoring, Analysis, and Advice
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Special Project Management in Quickbooks Online
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Product and Services Management
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Annual Financial Statement Report Package for your CPA
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Financial Consultations and advisement sessions
BONUS SERVICES:
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1 Extra Financial Report Preparation (Monthly or Quarterly)
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1 Extra Financial Advisement Meeting (Quarterly)
Catch Up
Books that are less than a year behind and have had taxes filed for the previous year.
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Initial Consultation
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Quick Overview of Books
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Account Settings Check and Corrected
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Chart of Accounts Checked and Corrected
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Product and Services Checked and Corrected
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Notes Payable Account Compliance Management
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Account Reconciliations
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Transaction Allocations
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Clean Ups
Books that are less than a year behind and have had taxes filed for the previous year.
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Initial Consultation
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Quick Overview of Books
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Account Settings Check and Corrected
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Chart of Accounts Checked and Corrected
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Product and Services Checked and Corrected
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Notes Payable Account Compliance Management
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Account Reconciliations
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Transaction Allocations
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Diagnostic Review
We require all new clients to complete a Paid Diagnostic Review of their books. This step allows us to assess the current condition of your financial records thoroughly and ensures we can recommend the most suitable package for your specific needs.