Basic Bookkeeping Services

• If keeping track of invoices and categorizing transactions is decreasing your productivity.
• If you are feeling stressed and confused because you aren't sure how your business is doing financially.
• If time spent trying to figure out your own books is impacting time spent with your family.
• If you'd rather focus on activities that make your business money!

            You need a bookkeeper!

• Financial reports that help you make smart business decisions.
• More time to focus on your passion!
• Less frustration at tax time!
• Accurate numbers that show you the overall health of your business.
• A relationship that wants to help your company succeed!

No worries! We can get you caught up and back on track to financial clarity!

Nope! Our virtual bookkeeping services can help clients across the country!

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit & Loss report. These reports will help you understand your business-past to make decisions about your business-future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.

Services above and beyond basic tracking of income and expense items for the month are available as an add-on to your basic bookkeeping package, on a case-by-case basis. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation, and legal help with the formation of your business.

We partner with a nationwide group of professionals in the financial industry. Many are CPA's, legal professionals and Certified QuickBooks ProAdvisors, so you can rest assured that you are working with the highest quality professionals. If there is a question we have not seen before, we have a lot of resources to find an answer for you fast.

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.

We pride ourselves on being very responsive to our clients' important inquiries. We strive to respond within 24 at most (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. Providing clear and reliable communication is important to us!

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night to address your emails and phone calls. 

Yes. Our team must use QuickBooks Online in order to handle the bookkeeping at our affordable rates. Software versions "Essentials," "Plus," or "Advanced" are all acceptable. "Simple Start" or "QuickBooks Self Employed" versions will not allow us to provide exceptional service. If you have a current subscription, that's great! You won't need to get another subscription. If you do not currently have a subscription, we are able to offer 30% off to our new clients for 12 months!

No contract is required! However, there are no partial month refunds.

Our rates are based on several factors and custom built for your business! The best way to determine pricing is to fill out the consultation form and book a free discovery call below!