bookkeeping services

All packages include a complimentary QuickBooks Online subscription.

Basic

• Process bank and/or credit card transactions.

• Reconcile all accounts.

• Record month-end and year-end journal entries.

• Full financial reporting (Profit & Loss, Balance Sheet, and more).

Plus

• Process bank and/or credit card transactions.

• Reconcile all accounts.

• Record month-end and year-end journal entries.

• Full financial reporting (Profit & Loss, Balance Sheet, and more).

• Full payroll processing, if applicable.

• Full accounts payable/receivable services, as needed.

Complete

• Process bank and/or credit card transactions.

• Reconcile all accounts.

• Record month-end and year-end journal entries.

• Full financial reporting (Profit & Loss, Balance Sheet, and more).

• Full payroll processing, if applicable.

• Full accounts payable/receivable services, as needed.

• CFO advisory support. 

• Trend analysis of key performance ratio(s).

• Budget and cash flow projections.