Monthly Bookkeeping Services
THE ESSENTIALS
(see below to add on Payroll Processing)
The basic services you need to keep your business running smoothly
- Cloud based software and document retention subscription
- Chart of Accounts Set Up and Management / Conversion from Current Software
- Recording and posting of up to 75 Accounts Receivable/Accounts Payable transactions per month
- Reconciliation of 2 bank accounts and 1 credit card
- Monthly Financial Statements -- Income Statement, Balance Sheet, and Statement of Cash Flow
- One hour per month of statement review and in depth analysis
- Unlimited email support
The Essentials package can be customized with add-on services to fit your specific needs
ADD-ON SERVICES
Pick and choose from these additional services to create a solution that fits your needs.
- Payroll Processing
- Tax Preparation
- Prior Period Clean Up
- Accounts Payable and Bill Pay
- Accounts Receivable and Customer Invoicing
- 1099 filing
- Additional Account Reconciliation
- Additional Transaction Recording and Posting
- Custom Reports
