In the beginning collaboration is key, but once the foundation is set our firm will perform monthly, weekly or even daily check-ins (if preferred) to keep you informed of your businesses financial standing and progress.
The onboarding and assessment of both startups and established companies sets the standard for companywide bookkeeping practices. In the case of fixer-uppers, more time and research may be required to ascertain a solution.
New to Bookkeeping: Onboarding, chart of accounts setup, set preferences, customize invoices with logo, set up vendors, customers, and employees.
Onboarding, reviewing chart of accounts, Bookkeeping assessment, imbalance investigation, platform changeover (if necessary)
Research and problem solving for singular accounts such as banks and credit cards, priced per account per month until solved. We will work closely with you until we resolve and balance your books.
Give yourself back hours spent pouring over budgets and numbers so you can focus on consistently building your business. We got the books!
Matching and reconciling the transactions of up to two Bank accounts (or one Bank/one Credit Card). Monthly/weekly financial statements such as Balance Sheet and Profit & Loss statements.
-Services listed above do not include Bill pay or Invoicing-
Basic Bookkeeping, Accounts Payable, Accounts Receivable, Payroll (1-5 employees) -Additional services may be required and applied at an additional charge-
Tracking and processing monthly bills as well as recurring expenses such as subscriptions and dues. Accounts Payable Aging, monthly/weekly status reports
Invoicing, monitoring, and collecting payments from customers, Accounts Receivable Aging Reports monthly/weekly.
Matching and reconciling transactions, fees, and tracking interest charges for up to 2 business credit cards. Includes submitting timely payment for each credit card bill. Monthly/weekly statements.
-BE ADVISED- Prices vary by company size and individual need