What do we offer?

STANDARD MONTHLY BOOKKEEPING

TRANSACTIONS: On a weekly basis, we will make sure your bank transactions are categorized properly, request receipts (for some transactions) to attach, ask for clarification on any unknown transactions, alert you to any potentially strange transactions. (We try to get to know your business pretty well so we learn what your common spending practices are, so we try to catch anything out of the ordinary.)

RECONCILIATIONS: We match your bank and credit card statements to your transactions and books every month. This ensures every penny is accounted for and catches errors or fraud early.

ACCURATE REPORTING: You’ll receive a simple monthly “Financial Snapshot” (Profit & Loss and Balance Sheet) so you know exactly how much money you’re making.

NOTE: If you don’t currently have a bookkeeping system, we can help you get that set up, too!

STANDARD - WITH AN EXTRA SHOT!

Think of this as an extra shot of caffeine in your coffee!

You get standard monthly bookkeeping services PLUS the option to have your taxes prepared by our partnering tax firm. The firm we partner with is owned and operated by an IRS Enrolled Agent, and they make sure to stay current with the ever-changing tax laws. With this option, our bookkeeping team will have access to the tax firm through the year to ask tax-related questions in the event your business has any special circumstances arise. Additionally, you will have two tax planning meetings during the year in order to make sure you are on track for the most beneficial tax filing for the year. (Believe it or not, refunds or showing no profit are not always beneficial for your business or you!)

Let’s talk about what option fits your business best!

Pricing can vary depending on your business, so it’s best to discuss that after we get a little more information about what you do. We do our very best to be affordable.

Regardless of which option you choose, we want to help save you money in the long run!