Bookkeeping & Accounting

Bookkeeping Services

Good data in, good data out. Bookkeeping focuses on the ongoing financial story of your business. Our team will work closely with you to ensure that financial transactions are properly recorded in your accounting system. This function directly feeds into our accounting services…

Pricing - $400/month

  • Accounts payable - we will help you pay your expenses on time

  • Accounts receivable - review invoicing and assist with analyzing aging reports

  • Banking - we will download and classify your daily bank transactions

Accounting Services

Good data in allows your CPA to create accurate and verifiable financial statements. Your monthly and quarterly deliverables will include profit & loss statements and balance sheets.

pricing - $700/month

  • Bookkeeping - all transactional services included

  • CERTIFIED Basic statements - prepared in accordance with GAAP

  • Workbooks - we will create a supporting workbook to use in conjunction with your balance sheet review.'

  • *Payroll - bi-weekly payroll processing within our platform. Includes second-level review of timecards and limited w-2 employee support [additional $300/month bi-weekly only].

Services timeline

Bookkeeping tasks will be performed twice a week and will include one weekly virtual or telephone check-in to review any outstanding questions or issues.

the accounting cycle

Within the first 10 business days of the following month

Our firm will turn your daily transactions into a financial story. With readily available financial statements, you will be able to confidently make critical operational decisions. And because our firm is lead by a Certified Public Accountant, these financial statements can be presented to financial institutions or other investors.

Quickbooks accounting software / microsoft excel

“Accounting is the art of turning chaos into clarity and confusion into financial wisdom.”

Michael Carter