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Bookkeeping and Client Accounting Services

Free up time to run your organization through our bookkeeping and client accounting services. Additional services include:​

  • Entity Quickbooks file setup

  • Outsource budgeting & forecasting

  • Outsource CFO

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Bronze Package

For owners that still want to be hands on with the books and small teams. Starting at $300 every 3 months plus software fees:

  • ​Quarterly bookkeeping healthcheck

  • Quarterly financial meeting

  • Respond to questions within 2 business days regarding accounting, and software

  • Invite to monthly office hours for accounting software help

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Gold Package

For smaller owners that want to be hands off with the books. Starting at $250 every month plus software fees:​

  • Monthly Balance Sheet and Income Statement

  • Entry of bank and credit card transactions from up to 3 bank accounts & credit cards

  • Quarterly tax consultation

  • 10% off the preparation of your Business or Individual tax return (Business return for corporations or multi-member LLC's. Individual returns for single-owner LLCs and Sole Proprietors)

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Purple Package

The full stack for your business organization accounting needs. Starting at $400 a month plus software fees:

  • All deliverables from the Gold package

  • Monthly cash flow & equity statement

  • Entry of bank and credit card transactions from up to 5 bank accounts & credit cards

  • Accounts receivable & payable entry - up to 50 transactions

  • 10% off on all out-of-scope projects that are billed on an hourly basis

  • 20% off the preparation of your Business or Individual tax return (Business return for corporations or multi-member LLC's. Individual returns for single-owner LLCs and Sole Proprietors)

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