Services
Income & Expense Tracking
Accurate tracking of income and expenses is vital for understanding your business’s financial health. We categorize and record every transaction to provide a clear picture of where your money comes from and where it’s going, helping you make informed decisions and identify opportunities for growth.
Account Reconciliation
Keep your financial records error-free with our Account Reconciliation service. We meticulously compare your books to bank and credit card statements to identify discrepancies and ensure accuracy, giving you confidence in your financial data.
Financial Reporting
Our Financial Reporting service provides you with detailed reports like profit and loss statements, balance sheets, and cash flow summaries. These insights are crucial for tracking your business’s performance and planning for future success.
Other Services
If our packages don’t fit your businesses needs, we offer custom business packages! Together we identify your business needs, goals, and plans to create the best service packages for you.
We currently offer the following services:
- Income and Expense Tracking
- Account Reconciliation
- Financial Reporting
- Accounts Payable & Accounts Receivable
- 1099 Contractor Management
- Payroll Management
- Project & Job Costing
- Financial Auditing for Tax Purposes
- Quarterly Financial Reporting
- Year-End Financial Reporting
- QuickBooks Company Setup
- QuickBooks Management
- Bookkeeping Diagnostic Assessment and Progress Monitoring
- AND MORE!
Packages
Bright
Perfect for startups or small businesses just starting their bookkeeping journey.-
Income & Expense Tracking
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Account Reconciliation
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Basic Monthly Financial Reports
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Basic Quickbooks Setup
Bold
For businesses looking to expand and streamline their financial management.-
All items from the Bright package plus...
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Accounts Payable
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Accounts Receivable
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1099 Contractor Management
Brilliance
Designed for businesses that want full-service financial support.-
All items from the Bold package plus...
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Payroll Management
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Project & Job Costing
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Detailed Financial Reports & More!
Beyond
A fully customizable package tailored to your unique business needs.-
Choice of Services
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Choice of Contract Term
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Discounts on Additional Addons
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Financial Audits for Tax Preparation with your CPA!
*all packages are contracted for one year terms except for custom packages*
**Terms and conditions may apply and will be stated within contracts.**