Standard Services
Most requested services we provide.
How it works:
Schedule a Discovery Call to discuss your needs and determine next steps.
Review results of Diagnostic Review*.
Approve proposed Plan of Action.
Onboarding and Setup.
Basic Bookkeeping
Includes the initial posting and categorizing of business transactions, completing bank and credit card reconciliations, and preparing balance sheet and income statements on an ongoing monthly basis for business owners who are just starting or are up to date with their bookkeeping.
Bookkeeping Clean & Catch-up
For business owners who are behind with their bookkeeping, have book balances that do not match their bank balances, or transactions that have been categorized incorrectly and includes posting and re-categorizing business transactions, bringing books up to date, and reconciling bank and credit card accounts for multiple months.
Diagnostic Review
Required before Basic Bookkeeping or Clean & Catch-up Bookkeeping can begin and includes a review of the current state of your books.
A report will be provided of findings including identification of problem areas, recommended Plan of Action, a monthly price determined for Basic Bookkeeping services and/or estimated number of hours determined for Clean & Catch-up Bookkeeping.
Other Bookkeeping
A la carte bookkeeping services-available as stand-alone services or combined with Basic Bookkeeping.
Bookkeeping Set-up
Initial set-up of accounting software includes importing list information (Chart of Accounts, Vendors, Customers), entering beginning balances, and editing settings to match the needs of the business.
Accounts Receivable
Includes creating invoices, sending approved invoices via email, and tracking payments received.
Accounts Payable
Includes entering, tracking, and paying approved bills via bill payment processing software.