Services
Our services are designed to keep your business finances organized and up-to-date. We handle the accurate categorization of transactions, ensuring every expense and income item is properly recorded. Our team manages accounts receivable and accounts payable to keep your cash flow running smoothly, while regularly reconciling accounts to identify and correct discrepancies. In addition, we offer easy receipt management to keep you audit-ready and prepare detailed financial statements that provide meaningful insights into your business’s performance.
We also offer dependable outsourcing support for busy bookkeeping and CPA firms, delivering accuracy, efficiency, and peace of mind.
Our pricing is tailored to each client and is based on several factors, including the number of accounts, transaction volume, and the complexity of your business financials. Following an initial consultation and review, we will provide a customized quote. If your financials require catch-up or clean-up work, a separate one-time fee will be quoted in addition to the monthly service rate.
Our Pricing Plans
Bronze Package
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Monthly bookkeeping services - weekly bank categorizing/ monthly account reconciliations
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Monthly financial reports; balance sheet & income statement
Silver Package
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Monthly bookkeeping services - weekly bank categorizing/ monthly account reconciliations
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Monthly financial reports; balance sheet & income statement
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Ongoing AP - includes weekly/ monthly bill pay to vendors/ monthly AP summary reports
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Weekly Receipt Management
Gold Package
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Monthly bookkeeping services - weekly bank categorizing/ monthly account reconciliations
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Monthly financial reports; Balance Sheet & income statement + any custom reports
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Ongoing AR - includes weekly/monthly invoicing to customers/ monthly AR summary reports
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Ongoing AP - includes weekly/ monthly bill pay to vendors/ monthly AP summary reports
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Weekly Receipt Management
White Package
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Outsourcing for Bookkeeping/ CPA Firms