Bookkeeping Plans

Owning a small business can be overwhelming, and having the time to ensure your accounting is precise can be challenging. Our Bookkeeping Service gives you time to take care of priorities like growing your business.

Why is Bookkeeping Important?

Having a Bookkeeper helps ensure you have what you need to continue growing your business. As a bookkeeping service, we assist in keeping your small business organized and ensure that your financial information is accurate.

Organized financial information is essential, especially for end-of-year tax filing. We help track and maintain records of income, expenses, receipts, assets, and other necessary details crucial to a business owner.

Some of the ways we make your life easier:

  • Organized Records

  • Accurate Financial Records

  • Tax Filing

  • Budgeting

  • and more!

How it works:

  1. Set up a system: We open a bookkeeping system that works for your business and explain how it works for you and us. We connect any bank accounts used for business transactions. This system records all financial transactions, such as sales, expenses, and payments. Keep accurate records of dates, amounts, and any relevant details.

  2. Reconcile accounts: Reconcile your accounts regularly to ensure your records match your bank statements. This will help you identify any discrepancies and ensure accuracy.

  3. We categorize your transactions into relevant accounts, such as sales, expenses, and assets. This will help you track your finances and make informed decisions.

  4. Generate financial statements: Generate financial statements, such as balance sheets and income statements, to get a clear picture of your business's financial health. These statements can help you make strategic decisions and identify areas for improvement.

  5. Keep records organized: Keep all your financial records organized and easily accessible. This will help you stay on top of your finances and make tax time easier.

  6. One-on-One Expert Support: This direct connection to your bookkeepers is easily accessible from any device—desktop or mobile. With our service, expert assistance is effortlessly within reach, ensuring your financial tasks are managed with just a few simple interactions.

We can ensure accuracy and provide valuable insights to help your business grow.

Choose Plan

Essential Plan - $239/month

Achieve Financial Clarity and Simplify Your Accounting

Our Essential Plan is designed for individuals and businesses seeking to maintain their financial health without the complexities of handling it on their own. For $239 a month, you gain the peace of mind that comes with having your financials managed by a dedicated professional bookkeeper.

What’s Included:

  • Dedicated Bookkeeper: Enjoy personalized service from a professional bookkeeper who understands your financial landscape.

  • Basic Bookkeeping: Keep your transactions organized, recorded, and categorized for optimal financial management.

  • Profit and Loss (P&L) Statements: Monthly insights into your financial performance, helping you make informed decisions.

  • Balance Sheet: A snapshot of your financial standing at any given time, detailing assets, liabilities, and equity.

  • 1099 Reporting: Hassle-free preparation and filing of 1099 forms, ensuring compliance with IRS requirements.

  • Accurate Books: We guarantee precision and attention to detail, ensuring your financial records are meticulous.

  • Year-End Tax Ready Financial Packages: Get ahead of the tax season with financial statements prepared and ready for filing, simplifying your tax preparation process.

Elevate Your Financial Management:

Opt for our Essential Plan and free yourself from the time-consuming tasks of bookkeeping and financial reporting. Let our dedicated bookkeepers handle the intricacies of your accounts, ensuring accuracy and compliance while you focus on what you do best.

Premium Plan - $349/month

Comprehensive Financial Care for Unparalleled Peace of Mind

Our Premium Plan goes beyond basic bookkeeping to offer a complete, all-in-one financial solution for individuals and businesses aiming for the utmost accuracy, efficiency, and compliance. Priced at $349 a month, this plan includes all the benefits of the Essential Plan, plus comprehensive tax filing services for individuals and partnerships.

What’s Included:

  • All Essential Plan Features: Dedicated bookkeeper, basic bookkeeping, P&L statements, balance sheet, 1099 reporting, accurate books, and year-end tax-ready financial packages.

  • Tax Filing for Individuals and Partnerships: Simplify your tax season with professional tax preparation and filing services designed to minimize your liability and maximize returns. Our experts stay abreast of the latest tax laws to ensure full compliance and optimal financial advantage.

Your Financial Ecosystem, Simplified:

With the Premium Plan, you gain a trusted partner in managing every aspect of your financials. From day-to-day bookkeeping to the annual tax filing, we’ve got you covered. This plan is perfect for those who value the convenience of having a single, reliable source for their financial management needs, ensuring nothing is overlooked and every opportunity is seized.