Streamline Your Accounting Processes So That You Can Focus On Growing Your Business

bookkeeping services

Basic

This is ideal for those who just need a bit of help.

  • Reliable & accurate bookkeeping
  • Responsive support to calls and emails
  • Bank Reconciliation
  • Financial Statement Preparation
  • Up to 100 total transactions per month
  • Bank and credit card accounts: 1-3
  • Quarterly check-in meeting

 

Pricing starts at $300/month.

accounts-receivable

5-Star Standard

This is ideal for most small business owners.

  • Reliable & accurate bookkeeping
  • Responsive support to calls and emails
  • Bank Reconciliation
  • Financial Statement Preparation
  • Up to 300 total transactions per month
  • Bank and credit card accounts: 1-5
  • Monthly check-in meeting

 

Pricing starts at $500/month.

payroll services

Executive Plus

A personalized touch for those with unique needs.

  • Reliable & accurate bookkeeping
  • Responsive support to calls and emails
  • Bank Reconciliation
  • Financial Statement Preparation
  • Up to 500 total transactions per month
  • Bank and credit card accounts: 1-5
  • Loan Reconciliation
  • Weekly Accounting

Pricing starts at $750/month 

Client pays all/any accounting software subscription fees.

Cheryl Portrait

Add-Ons To Fit Your Business Needs & Budget

Clean-Up Package

If you need to begin your services with a clean-up or would simply like a clean-up to get back on track with your books, this package includes the following:

  • Transaction categorization and account reconciliation
  • Sales tax review
  • File clean-up 

Based on quoted pricing

Please note, depending on complexity, Clean-up packages may require a Diagnostic Review of the current QuickBooks file. A Diagnostic Report is provided post-review and clearly indicates the current status of books and what is needed so that they are complete and accurate. (starts at $375)

Tune-Up / Side Hustle

This is for those who just need a little help tracking expenses

  • Review Reports for Accuracy
  • Review COA
  • Verify Account balances

Prices start at $350

Payroll

All monthly services listed above include the option to add on payroll services. Payroll services include the following: 

  • Support for payroll time cards and salary positions
  • Benefits Advisory
  • W2 Processing 

$110/month* + $5/employee

*base price includes up to three employees

Not Sure What’s Right For Your Business?  Schedule a Complimentary Consultation!

FAQ

Why should I outsource my bookkeeping?

Mostly, small and medium business owners don’t have the knowledge, time, or ability to efficiently and effectively perform their bookkeeping.  Outsourcing a bookkeeper will provide you with the opportunity to concentrate on your business’s operations.

Can't my accountant do my bookkeeping for me?

Your accountant usually does things like managing taxes and other tasks related to taxes. Bookkeeping is the management of the daily financial records. Bookkeepers take care of things like bank reconciliation, payroll, asset management, and many more which are beyond the reach of the normal accountant.

Do you partner with any tax or financial services?

We do have a CPA in-house and we partner with several others.

I just purchased QuickBooks Online, and I do not know what to do, can you help me get set up?

Yes, we’ll help get your file set up with opening balances, bank feeds, vendors, customers, and any other data you may need to get going. Pricing for this is typically between $300-$500.

Do you partner with any tax or financial services?

In addition to our monthly bookkeeping services, we offer a clean-up package to get your books up to date. This fee is typically based on the bookkeeping package needed and how much clean-up is needed.  This will require a custom quote that is based on how many months of clean-up are needed.

Experience and certifications