Bookkeeping Services
A Bookkeeping Partner You'll Appreciate
Clients and CPAs enjoy working with us because we’re easy to work with, flexible, efficient, and effective.
How Does It Work?
Our services are best described as remote bookkeeping (or internal accounting).
We primarily use industry standards like QuickBooks Online or QuickBooks Desktop, with other apps and Excel as appropriate.
We leverage automation whenever possible, such as direct feeds from your bank & credit cards, to minimize time needed from you.
Way Behind on Your Accounting? Got a Mess on Your Hands?
Don’t worry, you’re not the only one. We’re used to jumping in and moving quickly.
Just Need Financials For Taxes & Monthly Reviews?
We support one-time projects or ongoing bookkeeping services, starting at only $75 per month.
Just need something so your accountant can file your taxes? We’ll set things up to “get ‘er done” the most economical way possible for you.
And since your books will be kept up-to-date, you’re in good shape if something comes up, like needing financials for a loan application.
Or A Partner To Help Run Your Business?
Our operational focus makes us a unique, ideal partner to handle some or all of your internal accounting, such as:
- Customer invoices & payment reminders
- Vendor bills, approvals & payments
- Sales tax, payroll, 1099s & commissions tracking
Get a reliable, effective, agile team for less than the cost of one part- or full-time employee.
Just Need Some Help With A Project?
Many clients come to us just needing help with a single project. We’re happy to assist!
Playing Catch Up?
Are you months or years behind on your bookkeeping?
Want someone to get them caught up quickly? Our proprietary statement parsing tools allow us to hit tight deadlines if needed.
Catch up projects can be billed on an hourly or flat-fee basis.
Need To Clean Things Up?
Are your books a mess? We’ve developed an effective clean-up methodology through our work with other clients.
We pinpoint issues, identify cleanup options, and recommend the most efficient way to get to something usable (sometimes it’s actually more economical and faster to start a new file).
Four Reasons Clients Like Working with Us
Reliable
We get things done on time, every time, so your business runs smoothly.
Need something done on specific days? We’ll cross-train to ensure it’s never missed.
You’ll never have to worry about your bookkeeping getting done again — ever.
Responsive
Got a question or need expertise? We answer the phone and are often available right-away.
Need something urgently? We hustle and get it done.
We understand bookkeeping is as much “operations” as “accounting.”
Experts
Our friendly, detail-oriented bookkeepers are experts in QuickBooks and day-to-day bookkeeping.
We support them with experts in operations, accounting apps and financial reporting.
The result? Effective procedures, conventions and automation. Things that make your bookkeeping efficient and valuable.
Flexible
To become and stay successful, business must adapt and evolve when needed.
Our unique model and philosophy embrace these changes. And if you need someone to help you figure out the details, we can even lead the way.
Your back-office should help empower the business, not constrain it.
Bookkeeping Services
Our Pricing
Most clients prefer a custom flat monthly fee for their bookkeeping services, typically $75 to $575 per month for most small businesses.
How low we can go is usually dependent on you:
- What does your business need? Simple financials for taxes? Or more?
- Can we count on your help & coordination when needed? (often it’s easy)
Check out some illustrative examples:
The Basics
Simple Bookkeeping Needs-
A few bank or credit card accounts
-
Read-only access to online banking and downloads in Quickbooks
-
Few checks (or other transactions requiring us to gather more information)
-
Lighter transaction volume (e.g., < 100 / month)
Typical Bookkeeping
Bookkeeping Handled For You-
May have more accounts and/or transactions
-
May have more transactions requiring additional information or manual entry
-
May have some invoicing, sales tax, payroll or bill tracking
Operational Support
Intensive Bookkeeping Assistance-
Typically more accounts and/or transactions
-
Typically more significant operational needs, such as customer payment reminders and bill approval tracking
-
Typically more detailed financial reporting and tracking requirements, such as job costing, time tracking, commission calculations, etc.
Simplify Your Bookkeeping
Want to learn how the Bookkeeping Ops team can help your business? Get in touch and we’ll go over your needs in a free consultation.
