ESSENTIAL BOOKKEEPING

  • Free 1-month trial
  • Input daily transactions
  • Classify revenue and expense items
  • Month-end account reconciliations
  • Preparation of monthly financial statements
  • Chart of Accounts verification
  • Year End Financial Reports

STRATEGIC ACCOUNTING

Everything in Essential Bookkeeping, plus:

  • CPA consulting
  • Payroll
  • W-2 & 1099 preparation and distribution
  • Annual budget and forecasting meeting
  • Goal setting session
  • Quarterly update & accountability meetings
Not quite ready for a monthly service? We have a plan to get your business off the ground.

See pricing tab for more details.

No matter what bookkeeping plan you choose, we believe one of our largest “value adds” is the vast resource network we have that is constantly growing. Not only could we be a major source of referrals to help grow your business, but if there’s something outside of our scope of work that needs to be completed, we have the connections to get it done.

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