BOOKKEEPING SERVICE PLANS
You didn’t start your business to become a bookkeeper. Let us handle that for you.
Pick the service plan that is right for you. No long-term contracts. Cancel anytime.
ESSENTIAL
Bookkeeping services designed for:
- Brand-new or developing businesses
- Businesses owned and operated by one to two individuals
- Independent contractors
- Commissioned professionals (Realtors, Insurance Agents, Mortgage Brokers, etc.)
The Essential plan is ideal for those businesses looking to move away from spreadsheet tracking or the annual shoebox of receipts.
ESSENTIAL PLUS
Bookkeeping services designed for:
- Established businesses
- Businesses with employees (part-time and/or full-time)
- Growing sales/revenue volume
- Multiple vendor relationships
- Businesses in need of monthly financial reporting and metrics to continue to grow the business
The Essential PLUS plan is ideal for those businesses looking to gain key financial insight to help with strategic and operational business decisions.
ESSENTIAL ADVANTAGE
Enhanced bookkeeping services designed for those businesses that have out-grown basic bookkeeping needs and require more frequent and robust accounting support.
Services under this plan may include:
- An on-site bookkeeper
- Periodic invoicing and accounts receivable management
- Periodic bill payment and accounts payable management
- Monthly accounting journal entries
The Essential Advantage plan can be custom tailored to meet your specific needs based upon the maturity, complexity and volume of your business.