
SERVICES
Bookkeeping

Our bookkeeping services typically include:
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Recording, classifying, and reconciling transactions from bank accounts and credit cards
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Accounts Payable/Accounts Receivable tracking
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Production of Balance Sheet, Profit & Loss, and other financial statements
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Journal entries (accruals, deferrals, adjustments)
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Coordination with your CPA and payroll services provider
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Video conferencing, phone, and email support
Additional services may be available based on individual client needs.
Flat-Rate Plans
Monthly or quarterly plans are intended for clients that already have established bookkeeping practices, cloud-based bookkeeping software, and are looking for ongoing support at a predictable rate. Your specific plan will be developed after an assessment of the volume and complexity of your needs.
Hourly-Rate Engagements
Hourly pricing is available for clients that are just getting started with bookkeeping or switching platforms, or have a discrete project need, or have special requirements.



