Basic

All services are customized to create the perfect package for you and your business.

An overview of our services can be found below.

Essential Monthly Bookkeeping Services

Web-based Bookkeeping

All bookkeeping processes are customized to each client’s needs based on the principal activities of your business. We will record and correctly classify all the transactions related to your business into your accounting system using the most up-to-date technologies. We will also conduct a thorough reconciliation of your bank accounts each month to ensure accurate financial reporting. All data is stored and managed in the cloud to allow for maximum security and accessibility to all necessary stakeholders.

Financial Reporting

You should always have a clear picture of the financial health of your business in real-time. Our ultimate goal is to provide current and accurate financial reports that are necessary for you to make informed decisions to impact the day-to-day operations of your company. We will produce an easy-to-understand reporting package presented to you each month. It will include visual representations of current trends and patterns compared to your historical accounting data. Our analysis will also identify areas to be addressed along with recommendations for possible solutions and actionable items focused on your success.

Training

Clients will receive training as needed in basic bookkeeping practices and software use to ensure the client’s own understanding of their financials. We will also make ourselves available to discuss customized training, ad hoc reporting, and advice as the client deems necessary.

Support & Communication

Regular communication is key while we serve as your primary source of guidance to understanding your financial records. We will provide continuous support to add the most value to our working relationship. We will also liaise with your CPA and/or Tax Professional as necessary. At a minimum, you can expect a monthly review of your financial reports, and a commitment to respond to your emails or phone calls within 24 hours.

Budgeting

Establishing budgets to build a strong financial foundation should be a part of every organization’s best practices. We will guide clients in this vital process by using easy, stress-free workflows to target long-term success. No two businesses are exactly alike. Budgeting goals may be as simple as choosing a couple of key points that the business wants to measure its results against, or as complex as identifying dozens of such items. After goals are determined, budgets are set up that present how the goals will be accomplished. We then compare actual operations to the budget monthly, in order to explain any deviations in the reporting package to gain the full benefit of this valuable tool.

Initial* + Monthly Add-on Services

  • Client Onboarding + Training*

    Initial document collection, completion of onboarding paperwork, and secure client portal setup

  • Accounting Software Setup*

    Full initial accounting software setup or migration between software.

  • Clean-up or Catch-up*

    To correct errors, fill in missing data, research anomalies of historical accounting data, and create a clean accounting file.

  • Accounts Payable with Digital Bill Pay

    Bills will be processed and electronically paid through the bill pay system upon client’s approval.

  • Assisted Payroll Processing

    Full-service payroll through payroll processor to offer direct deposit to employees, and automatic payroll tax filings and payments.

  • Accounts Receivable with Digital Pay

    To create and digitally submit customer invoices from the bookkeeping system, and record payments deposited: