In addition to offering Low Cost Fixed Fee Affordable Bookkeeping Services we also provide tools and resources that are designed to help our core client base. Do you offer a product or service that you believe would be beneficial to the entrepreneurs we are dedicated to serve? If so, we are always eager to review such opportunities and share them with our valued clients. 

We sincerely believe if we if do our job well and help you grow your business you will want to continue the relationship for the life of your business because we have earned your trust.

We understand entrepreneurs because we are entrepreneurs too.  We are committed to rolling up our sleeves and helping our valued clients passionately pursue their dreams.  We want to help you build a business that out-performs your strongest competitors while serving the needs of your loyal customers.  We want to help you achieve the sustained profitability that allows you to enjoy a level of success that makes the sacrifices you've made worthwhile. 

Let's work together and build something wonderful!

Monthly

This frequency is best for clients who have more than 100 transactions per month and want to effectively utilize their financial data to maximize their potential growth for future months.

• Micro Plan $30
  
• Mini Plan $45
• Basic Plan $289
• Standard Plan $369
• Advanced $589

Fees are paid 12 times per year..

Quarterly

This frequency is best for clients who do not need monthly services and have more than 100 transactions per month so they do not qualify for the less frequent options.

• Micro Plan $75 
• Mini Plan $110
• Basic Plan $721
• Standard Plan $923
• Advanced $1475

Fees are paid 4 times per year..

Bi-Annually

This frequency works well for businesses with less than 100 transactions per month.

• Micro Plan $85
• Mini Plan $175
  

Fees are paid twice per year..

Year End Only

This frequency is ideally suited for start ups with less than 50 transactions per month and just need year end financials so they can file their tax returns.

• Micro Plan $99 per year
• Mini Plan $199 per year

All clients begin with our smooth start package

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OUR SMOOTH START PACKAGE INCLUDES:

• The creation of a Chart of Accounts uniquely tailored to your business.
• Set up online banking and create the rules that will help insure accuracy of all recorded transactions.
  
• Create a budget and set benchmark goals.
• Receipt Management review.
• Review, or assist with the creation of your business plan and marketing plan​ that is your roadmap for success.
  
• Social media analysis.
• Website optimization review.
• Reconciliation of starting balances all accounts we will be tracking
• Review any existing accounting reports 
• Review current tax returns
• Review any existing sales tax and payroll reports 

We can service any size business!

Our Micro Package includes:

• 1 Checking account with less than 25 transactions per month.
• Financial Reports Review.

 Our Mini Package includes:

• 1 Checking account with less than 50 transactions per month.
• Financial Reports Review.

Our Basic Package includes:

• 1 Checking account with less than 100 transactions per month.

• 1 Credit card account with less than 100 transactions per month.
• Financial Reports Review.
• Receipts Management Portal

Our Standard Package includes:

• 2 Checking accounts with less than 200 transactions per month.

• 1 Credit card account with less than 100 transactions per month.
• Financial Reports Review.
• Receipts Management Portal

Our Advanced Package includes:

• 2 Checking accounts with less than 200 transactions per month

• 1 Credit card account with less than 100 transactions per month
• 1 Loan Reconciliation Account
• 1 Merchant Payment Reconciliation Account
• Financial Reports Analysis and Review.
• Receipts Management Portal
• Accounts Receivable/Invoicing Management Review
• Accounts Payable Management Review

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