Services
Essentials Bookkeeping
- Weekly transaction categorization
- Invoice processing & bill pay support
-
Monthly account reconciliations & standard financial reports
- Profit & Loss
- Balance Sheet
- Cash Flow Statement
- Sales tax tracking & remittance (as applicable)
- City & State business filings (as applicable)
- 1099 preparation & filing (as applicable)
- Quarterly & year-end reports for accurate tax filing
- Monthly or twice-monthly virtual check-in meetings (30 minutes)
Premium Bookkeeping
-
Everything in Essentials Bookkeeping, plus:
- Budget planning & creation support
- Custom financial reports (e.g., Budget vs. Actual, AP Aging, etc.)
- Twice-monthly or weekly virtual check-in meetings (30 minutes)
One-Time Services
- Bookkeeping System Setup & Implementation
- Clean-up & Catch-up Services
- Simple
- Moderate
- Complex
