Bookkeeping

Keeping organized can be a daunting task and requires diligence throughout the year to ensure your business records stay in good order. Accurate bookkeeping is essential to your company’s long-term viability. It allows you to know where you are financially to make the appropriate decisions. We serve a variety of industries and clients from self-employed business owners all the way to businesses with multiple employees. We can help you with the bookkeeping, whether it’s occasional or ongoing. From invoicing to bill paying, our competent staff will take the burden away from you.

Packages

Small Business Bookkeeping

$399/Month

This is for businesses with 150 Transactions per month and up to $25,000 in monthly revenue or expenses

Medium Business Bookkeeping

$599/Month

This is for businesses with 300 Transactions per month and $25,001 - $150,000 in monthly revenue or expenses

Large Business Bookkeeping

$1,099/Month

This is for businesses with 600 Transactions per month and $150,001 or more in monthly revenue or expenses

*All Packages and Add-Ons require a 1-year minimum

All of these packages include:

  • Monthly tracking of your income and expense transactions for all business checking, savings and credit card accounts. 
  • Review and reconciliation of your books 
  • Pristine financial reports every month delivered via email.
  • We’ll make sure all transactions are in the correct category and the numbers in your books match the number on your bank statements
  • Maintaining and balancing subsidiary accounts (accounts, payable, account receivable, payroll expenses, etc.)
  • Thorough issue tracking and follow-up

Additional Services

Payroll Services

Payroll (with a 3rd party payroll administrator such as ADP). We will onboard new employees and/or contractors into your payroll system and liaise with them to make sure all required employment documents are collected. We can run payroll, give you a heads up and help if the payroll company makes mistakes.

Sales Tax

We will help you register for a sales tax permit, calculate the sales tax rate that you must charge, collect the sales tax at your point of sale or checkout cart and send the sales tax return and payment to the state.

Estimated Payments

We will help you figure the correct amount of each estimated payment you should make and make all required estimated payments for the year correctly and on time.

Tax Return Package

We will prepare your Corporate Return(Forms 1120,1120S,1065) and one individual return of one of the owners.

Tax Planning

This includes two biannual meetings to plan, review and strategize for your next filing period. We will guide you in the right direction to ensure you are prepared and ready for anything.