Services
Monthly Done-For-You Bookkeeping
THIS IS FOR YOU IF:
You don’t have the time or interest in doing your own bookkeeping.
You need to have dependable financial information to make smart business decisions.
SERVICES INCLUDE:
Categorizing all incoming and outgoing transactions
Monthly bank account and credit card reconciliations so no transactions get left behind
Email support throughout the month
Monthly easy-to-understand reports sent to your inbox by the 15th of the following month
Annual 1099 filing
Fees start at $275/month.
Quarterly Checkup
THIS IS FOR YOU IF:
You are doing the bookkeeping yourself but want a professional on your side to check over your transactions and reconcile your accounts.
SERVICES INCLUDE:
Review your transactions for accuracy
Transaction reclassification and adjustments, as necessary
Bank account and credit card reconciliations so no transactions get left behind
Quarterly easy-to-understand reports sent to your inbox by the 20th of the following month
Email support throughout the month
Annual 1099 filing
Fees start at $585/quarter (billed monthly).
Consultation Meeting via Zoom
THIS IS FOR YOU IF YOU HAVE QUESTIONS ABOUT:
Setting up a business
Hobby vs Business
Reorganizing your business
Business entity type: Sole Proprietor, Single Member LLC, Partnership, S Corp, C Corp
Bookkeeping process review
Sales tax
DIY Bookkeeping
Paying yourself
Anything else bookkeeping or tax related
Fee is $150/hour (1 hour minimum charge). Fee is due when appointment is scheduled.
Additional Information:
Services and fees are customizable to fit your needs.
Fees are based on transaction volume, complexity, e-commerce involvement and additional services provided.
Additional service options include, but are not limited to: catch-up bookkeeping, monthly or quarterly check-in meetings, payroll processing, sales tax, specialized reports, etc.