Services

no two businesses are exactly alike…

which is why we offer 3 different tiers of service geared towards brand new businesses as well as varying levels of established businesses.

 

Tier 1 - Starter Bookkeeping

 

your business

  • In business for 2 years or less

  • Expenses lower than $10k/month

  • 1 checking, 1 credit card account

  • Annual sales/revenue of $200k or less  

  • No contractors

  • No employees

Services WE provide

  • Transaction sorting and coding

  • Bank reconciliations

  • Digital receipt organization and filing

  • Financial report generation

  • Interaction with CPA

You’ve just started your business within the last 2 years and you need to figure out your bookkeeping. You’ve got expenses that you need to track and you’re getting more and more paid clients each month. You need a way to organize everything before things become out of control.

Set up your bookkeeping the rightway and stressfree from the beginning.

**Packages starting at just $199/month

 

Tier 2 - Pro Bookkeeping

 

your business

  • In business for 2 - 5 years

  • Expenses $10k - $75k/month

  • Up to 4 bank accounts

  • Annual sales/revenue of $200k - $1M 

  • 1 - 20 Contractors

  • 1 - 5 employees  

Services WE provide

  • Transaction sorting and coding

  • Bank reconciliations

  • Digital receipt organization and filing

  • Financial report generation

  • Interaction with CPA

  • AP mgmt: Contractor billpay, 1099 tracking and filing

  • AR mgmt: Client invoicing, payments and collections

  • Payroll

You’ve got some business experience under your belt and you know what you’re doing at this point when it comes to running your business. However things have gotten a little more complicated. You’ve got 3 or 4 bank accounts with expenses that need to be tracked and you’ve got clients that need to be billed and followed up with but you don’t have time to do all of that. On top of that, you’re running payroll for a few employees and need to make sure that is happening seemlessly. Your tax accountant wants to see financial reports but you’re more curious about how much your business is profiting each month.

Hand bookkeeping tasks off to us so you can get more time back in your day to focus on your business.

**Packages starting at just $467/month

 

Tier 3 - Premier Bookkeeping

 

your business

  • In business for 5 or more years

  • Expenses  $75k - $250k/month or more

  • 1+ checking, 4+ credit card accounts

  • Annual sales/revenue of more than $1M

  • 21+ Contractors

  • 5+ employees  

Services WE provide

  • Transaction sorting and coding

  • Bank reconciliations

  • Digital receipt organization and filing

  • Financial report generation

  • Interaction with CPA

  • AP mgmt: Contractor billpay, 1099 tracking and filing

  • AR mgmt: Client invoicing, payments and collections

  • Payroll

  • Additional 1 on 1 time with your lead bookkeeper

  • Workers comp and general liability insurance audit handling

  • Cashflow tracking, budgeting and projecting

  • Big picture analysis of monthly reports 

You’ve been running a successful business for a few years now and you’re feeling pretty established. Congratulations! But what is missing? Perhaps you’re looking for some cashflow and budgeting help. Or maybe you’re looking for some advanced financial report aalysis. You’re wanting some extra 1 on 1 time with your bookkeeper at this point so you can trust that you’ve got your finger on the pulse of your business.

Run your business like a professional with professional help.

**Packages starting at just $722/month