Bookkeeping: Simplified

Our weekly bookkeeping service turns a tedious and annoying process into a simple and stress free experience! We record all your checks, charges, invoices, bills and transfers for you and produce beautiful tax ready financial reports! You'll even be able to upload your receipts via your smart phone so you can throw away all that paper and automate your expense reporting. Each bookkeeping client has free unlimited cloud storage and we organize and file your documents and financial records in the cloud safe from fire, flood, theft and misplacement.

 

SMALL BUSINESS PACKAGES

 

Basics

MOST POPULAR PACKAGE

ESSENTIALS

 

Essentials +

Xero subscription & setup
Weekly bookkeeping
Cash basis
1 bank feed connection
Monthly financial reports
Virtual document management
Email & phone support
Secure client portal

Xero or QBO subscription & setup
Weekly bookkeeping
Cash or accrual basis
3 bank feed connections
Monthly financial reports
Mobile receipt management
Automated expense reporting
Virtual document management
Sales tax filing and reconciliation
Business taxes prepared and filed
Email & preferred phone support
Secure client portal

Includes Essentials plus...
5 bank feed conections
Advanced financial reporting
Business KPI reporting
Cash flow projections
Fixed asset & inventory accounting A/P processing (up 10 items)
Payroll procesing supervisor
Discounted payroll fees

Starting at 199/month

Starting at 499/month

Starting 699/month

 

Xero/QBO Subscription

New clients are provided access to cloud accounting software for no additional charge. The packages above are available using Xero or Quickbooks Online only.

Setup and Conversion

Our on-boarding team will configure your cloud accounting software to fit your specific needs. We'll also convert your current year records for free.

Weekly Bookkeeping

We record all your checks, charges, invoices, bills, receipts, transfers, etc and ensure the date, transaction description and chart of accounts code are accurately entered.

Monthly Financial Reports

Every month, you'll receive a monthly a comprehensive financial report that includes your balance sheet, profit & loss, aging accounts payable and aging accounts receivable reports. 

Virtual Document Management

We provide free unlimited cloud storage for our clients. Your files and financial records are safe from fire, flood, theft and misplacement when they're stored in the cloud. 

Mobile Receipt Management

Upload your receipts and invoices via smart phone phone and key data is automatically extracted and sent to us. The image of each document is automatically archived and your expense reports seamlessly processed.

Fixed Asset Accounting

We'll maintain a schedule of your fixed assets, calculate depreciation expense and record the appropriate adjusting entries in your ledger in accordance with GAAP. We'll also track and report accruals, adjustments and prepayments.

Business Tax Returns

We will prepare and electronically file your state and federal business tax filings. Sole Proprietorship and Single Member LLC business returns includes personal returns for their owner.

Sales Tax

Client Portal

All clients receive their own secure online portal for uploading, downloading and storing documents eliminating the need to fax, mail or email. You have access to this portal via your web browser or smart phone. 

Email and Phone Support

We provide unlimited email, phone and text messaging support during support hours for no additional cost.

PAID ADD ONS

Payroll

We'll ensure your employees are paid on time, provide you with reports and file your payroll tax returns and payments. Direct deposit and electronic tax filing is available. 

Bill Pay & A/P Processing

Your bills are sent to us automatically and you tell us which you want paid and when. We pay your bills via ACH (electronic check) or paper check and keep a copy of the bill in a secure cloud file. 

Invoicing & A/R Processing

Outsource your billing and accounts receivable work to us and we will send your customers/clients electronic invoices and/or paper invoices, track payments and report on past due balances.