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
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.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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