BOOKKEEPING SERVICES

Categorization of transactions
We organize your income and expenses into accurate categories so you know exactly where your money goes.

Account reconciliations
We match your books to your bank and credit card statements for accuracy.

Monthly financial statements (P&L and Balance Sheet)
Clear reports each month showing how your business is doing.

1 bank account and 1 credit card account
Perfect for solopreneurs or businesses with simple banking needs.

Includes everything in Basic, plus:

Support for multiple bank and credit card accounts
We manage multiple accounts to give you a complete financial picture.

Accounts Receivable & Payable summary tracking
Track who owes you and who you owe with clear summary reports.

Monthly business insights or consultation
Receive a quick summary or consult to help interpret your numbers.

Sales tax calculation and filing (if applicable)
Stay compliant without the paperwork headache.

Includes everything in Standard, plus:

Full A/R & A/P management
We’ll create and send invoices, enter bills, track payments, and follow up on outstanding items.

Custom financial reporting (e.g., job costing, class tracking)
Tailored reporting to fit the way your business runs.

Priority email support
Get faster response times and priority assistance.

Budget vs. actuals review
We compare your financial goals to actual performance and provide insight.