Our Services
Let's get you ready to tackle your goals with less stress
Whether you need your books cleaned up, software training or ongoing services. We can help lighten your workload.
One Time Clean Up
Are your books months or even years behind? Being that behind can feel like an enormous burden. Let us get you cleaned up and current with our clean-up services. Clean up can be a one time service or part of ongoing monthly services.
* Pricing depends on need. Contact directly for estimate.
- Monthly Transaction recording and reconciling of up to 2 accounts.
- Custom Chart of Accounts
- Quarterly financial reports
- Up to 75 transactions a month
- Quickbooks Online Subscription
- Document management system
- Unlimited email support
- No Contract (30 days notice to cancel)
- Work with your tax preparer at tax time
- Monthly Transaction recording and reconciling of up to 4 accounts.
- Custom Chart of Accounts
- Monthly financial reports
- Monthly financial review meeting
- Up to 150 transactions a month
- Quickbooks Online Subscription
- Document Management System
- Unlimited email/text/phone support
- No Contract (30 days notice to cancel)
- Work with your tax preparer at tax time
*Customized to either plan
- Accounts Payable
- Accounts Receivable
- Invoicing
- Clean up/Catch up
- Training
- Sales Tax Filing
- Payroll Services