We are able to organize your bookkeeping so that it runs like clockwork.  But better still is when your systems are so well organized that you do not need someone to come in and fix things later.

So if you need some bill or payroll processing, monthly reports, or tax adjustments, we have you covered.

Basic

STARTING AT$150/mo

  • Accounting software set-up
  • Online bill processing set-up
  • Review bank reconciliations
  • Standard monthly management reports
  • One time client assessment fee $250
Ideal for those who want to do their own accounting but want assistance setting up system and an extra set of eyes.

Enhanced

STARTING AT$500/mo

  • Basic+
  • Transaction processing
  • Bank reconciliation
  • A/R and A/P processing
  • Recording tax and non-routine adjustments
  • Custom management reports
  • Monthly web meetings
  • One time client assessment fee $500
Ideal for small companies who do not want to do their own accounting but are interested in trusted advisory services.

Confidence

STARTING AT$1,250/mo

  • Enhanced +
  • Online expense reporting
  • Credit card reconciliation
  • Vendor W-9, 1096 and 1099 support
  • Payroll processing
  • Bi-weekly web meetings
  • One time client assessment fee $1,000
Ideal for companies who want a bookkeeper and a trusted advisor.

Complete

STARTING AT$2,000/mo

  • Confidence+
  • Your own accounting department
  • Budgets
  • Live Plan Business Plan subscription
  • KPIs
  • Weekly web meetings
  • One time client assessment fee $2,000 and up
Ideal for companies who want an accounting department and trusted advisory services.