HOW DO I GET STARTED?
IT'S EASY! JUST FOLLOW THESE 3 STEPS!
SIGN UP BELOW
This basic bookkeeping package includes monthly tracking of your income and expense transactions for all business checking, savings and credit card accounts.
We will review and reconcile your books and issue pristine financial reports every month delivered via email.
Bonus ~ Back work for any previous month is offered at a discount for new clients!!!
***QBO subscription is required but we can walk you through that later
ACCESS MEMBERSHIP SITE
After you enroll in the basic bookkeeping package, you will get access to our on-boarding membership portal where you can then quickly and easily request additional services, such as tax planning, payroll or legal help.
This membership site also walks you through everything you need to do so we can get you on the right track to financial success!
Don't worry...we fully expect to do all the heavy lifting but there are some things we need from you to get started.
KICK BACK AND RELAX
With our team at your fingertips, you no longer need to stress or worry about your businesses financial health.
ENJOY running your business and lean on us when you need it!
COMMON QUESTIONS FROM CLIENTS
WHAT’S INCLUDED IN THE BASIC BOOKKEEPING PACKAGE?
Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
WHAT INFORMATION DO I NEED TO SHARE?
What information do I need to share?
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
WHAT’S NOT INCLUDED IN THE BASIC BOOKKEEPING PACKAGE?
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.
HOW DO I REQUEST ADDITIONAL SERVICES?
Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best.