Our Services

This plan is for clients that need very simple transaction entry from bank and credit card accounts.  This plan also provides an hour online consultation for evaluating questions and the prior month's books.

This plan covers bookkeeping where we are more hands-on for you than simple data entry.  Setting up payments to vendors, running payroll and ensuring filings/payment of payroll taxes, sales tax filing.

Pricing for this plan varies, depending on volume and the needs of the client. It typically starts at $1,000.00 per month, but can go as high as $2,000.00 or more. This plan requires us to have more than one meeting per month, working closely with your staff and vendors, assisting with financial and business processes and workflows, cash flow analysis, forecasting, and other high level assistance.

This plan is a step up from our basic plan and covers payroll transaction entries,  and transaction activity that require slightly higher skills and knowledge than our basic plan would cover. 

This plan covers additional volume (mulitple credit cards / bank accounts, larger numbers of employee payroll or benefits with payroll) and provides more strategic review of your books in a meeting with Senior Staff.

Check out or Pre-Onboarding Form for more information.  Giving us some information will help us prepare for an exploration call with you to see how we can help!