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Our Services

01.
Monthly Bookkeeping - Virtual and Local
*Best for small businesses with straightforward bookkeeping need. Includes: -Categorization of income and expenses -Bank account reconciliation -Credit card reconciliation -Accounts receivable review -Review of uncategorized transactions -Monthly Profit & Loss statement -Monthly Balance Sheet -Monthly bookkeeping check-in Up to 150 transactions per month
02.
Bookkeeping & A/R
For businesses that also need help staying on top of customer invoices. Includes everything in Monthly Bookkeeping, plus: -Customer invoicing -Accounts receivable tracking -Past-due invoice follow-up -Customer balance review -Monthly A/R aging review Up to 200 transactions per month
03.
Cleanup/Catch-Up Bookkeeping
For businesses whose books are behind or need cleanup before ongoing monthly bookkeeping begins. Price is hourly starting rate, a separate quote will be provided after reviewing the condition of the books.