Bookkeeping Package

Standard Bookkeeping Package

Catch-Up

  • Are you behind on your books this year? No problem. We can swiftly bring your financial records up to speed.

  • Categorize and organize all transactions

  • Reconcile all bank and credit card accounts.

  • Conduct quality control.

  • Produce Balance Sheet, Income Statement (Profit & Loss), and other requested reports for the previous year

Ongoing Bookkeeping

  • Monthly - Categorize transactions and record journal entries

  • Monthly - Generate Balance Sheet, Income Statement (Profit Loss), and other monthly requested reports.

  • Quarterly - Reconcile bank and credit card accounts

  • Quarterly - Conduct quality control audit

  • Quarterly – Video breakdown of quarterly changes to your business

  • Yearly – Ensure a seamless transition to your tax preparer

Premium Bookkeeping Package

Catch-Up

  • Includes everything in the Standard Bookkeeping

    Package

Ongoing Bookkeeping

  • Monthly - Categorize transactions and record journal entries

  • Monthly - Generate Balance Sheet, Income Statement (Profit Loss), and other requested monthly reports.

  • Monthly - Reconcile bank and credit card accounts

  • Monthly - Conduct quality control audit

  • Monthly – Video breakdown of quarterly

    changes to your business

  • Yearly – Ensure a seamless transition to

    your tax preparer

Strategy

  • Includes a Quarterly Strategy Call

Add-On Services

Project Reporting

  • View real-time tracking of your projects financial progress through the QBO Project Portal. This service is typical for House Flippers, Airbnb Hosts, and other project-

    based businesses.

Accounts Payable

  • Reporting - Maintain a clear and organized financial structure with an

    Accounts Payable Aging Summary Report.

  • Bill Pay—Rest easy, as we ensure your bills are paid on time and track outstanding items clearly.

  • Check Cutting -Prompt payments to

    contractors, irrespective of the payment method.

Accounts Receivable

  • Reporting - Maintain a clear and organized

    financial structure with an Accounts Receivable Aging Summary Report.

  • Invoicing - Streamline your invoicing process for efficient and timely revenue collection, ensuring a smooth flow of

    income for your business.

Payroll and 1099 Tracking

  • Effortlessly manage payroll for your

    employees with our streamlined services,

    ensuring precision and compliance. Additionally, trust our accurate tracking of 1099 forms to seamlessly manage

    payments for contractors, providing

    peace of mind in tax reporting.

KPI Reporting

  • Assess your performance with insightful Month- over-Month Reviews. Gauge marketing efficiency through Return on

    Ad Spend analysis. Explore essential real estate KPIs such as Return on Investment and Return on Equity at both property and

    portfolio levels. We also offer customized KPI solutions tailored to your unique business needs.

Custom Services

  • Tailored to meet your unique needs, our Custom Services provide flexible solutions designed specifically for your business. Whether you require specialized reporting, unique financial analysis, or personalized support, we work closely with you to develop a custom service package that aligns seamlessly with your objectives, ensuring your financial success in the your industry.

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Innovation

Fresh, creative solutions.

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Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

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Contact US

  • Phone : (844) 363-6219

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