Find the Perfect Bookkeeping Fit for Your Business
We understand that every business has unique needs. That’s why we offer a range of bookkeeping services designed to scale with your growth. Choose the level of support that best suits your current financial situation and lets us handle the rest, so you can focus on what matters most – running your business.
Basic
Ideal for startups, freelancers, or small businesses with straightforward transactions.
- Bank reconciliation: Matching bank statements to internal records.
- Categorizing transactions: Organizing income and expenses.
- Accounts payable and receivable management: Tracking money owed and received.
- Generating basic financial reports: Providing insights into financial health (e.g., profit and loss statements).
Standard
For your growing businesses with more complex transactions or needing payroll processing.
Everything in Level 1, plus:
- Payroll processing: Handling employee paychecks and taxes.
- Sales tax management: Calculating and filing sales tax.
- Budgeting and forecasting: Creating financial plans for the future.
- More advanced financial reports: Offering detailed reports for analysis (e.g., balance sheets).
Premium
For established businesses with significant financial activity or needing special assistance.
Everything in Level 2, plus:
- Advisory services: Offering strategic financial guidance.
- Tax preparation assistance: Working with a client’s tax advisor or preparing basic tax documents.
- Customized reports: Tailored reports based on specific client needs.
- Cloud-based accounting software setup and training.