Services
Consultation
We offer a FREE 30-minute Consultation to review your situation and to advise how we can help!
Full Charge Bookkeeping
Process your monthly, weekly, or daily bookkeeping needs such as paying bills, payroll, invoicing, etc. *This package MOST business owners choose
This option is best for:
- Business owners who find themselves “doing the books” late at night, early in the mornings, or on weekends because there’s no other time to do it!
- Owners who only have time to do their bookkeeping once every few months because the just cannot keep it current.
- Businesses that have hired an employee to do their bookkeeping! Sounds strange, right? In most cases, outsourcing your bookkeeping can be more cost effective because you have no HR issues, no payroll taxes, and no potential for embezzlement or fraud!
Monthly Reviews
A monthly review of your bookkeeping so you know you are on the right track.
This option is best for:
- Businesses that want to make sure they are “doing things right”.
- Businesses that can “input” their own data but aren’t sure if the reports are correct or are unsure how to reconcile their accounts.
Setup & Training
Set up the Chart of Accounts and being trained on how to properly perform your own bookkeeping.
This option is best for:
- A brand-new business that wants to know how the numbers work, so that no one can “pull the wool over their eyes”.
- A very small business that is more of a “side-business” than a major source of income.
Simple Customization
Customizable bookkeeping services.
This option is best for:
- Businesses that can perform most of their bookkeeping needs, but want assistance with certain areas (i.e. invoicing, payroll, or paying bills).
- Businesses that can perform all of their bookkeeping needs, but are unsure about filing their business taxes.
Administrative Services
Customizable administrative services include:
- Develop and/or maintain contact lists and filing system
- Submit and reconcile expense reports
- Contribute to team effort by accomplishing related results as needed
- Handle sensitive information in a confidential manner
- Develop and update administrative systems to make them more efficient
- Resolve administrative problems
- Oversee and supervise the work of junior staff