Financial Services
As an entrepreneur, you know that having clean books and accurate financial records is crucial to the success of your business. That's why we offer expert bookkeeping and financial management services to help you stay on top of your finances. From managing your accounts payable to preparing financial statements, we'll help streamline your financial processes so you can focus on what you do best. Contact us today to learn more.
Packages
Basic Package
$400 per month
This will be service is figured at approximately providing 10 hours of support with 2 bank/CC accounts and payroll. We will monitor the accounts throughout the month and categorize transactions, reconcile the account at the end of the month and provide profit and loss statements. At this level we will work with a CPA of your choice for any higher level service.
Clients can email or text throughout the week and can expect a response within a business day and can schedule meetings through Calendly.
Preferred Package
$600 per month
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This will be a service figured at approximately providing 15 hours per month providing support to 4 bank/CC accounts, payroll support, and can take on accounts receivables for your company. We will monitor accounts through the month, categorize transactions, send out invoices, reconcile monthly, and provide profit and loss statements. At this level we will work with a CPA of your choice for any tax related service.
Client emails/texts will be replied to in a business day, client will have access to Calendly to schedule meetings.
Premium Package
$775 per month
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This will be a service figured at approximately providing 20 hours of support per month and can handle up to 6 accounts, accounts payable, receivable, payroll needs, and tax reporting. We will monitor accounts throughout the month, categorize transactions, send invoices, pay any vendors, reconcile monthly, send in quarterly sales and withholding taxes, payroll, and reconcile monthly.
Client emails/texts will be replied to in a business day, client will have access to Calendly to schedule meetings and will have first preference.
These are basic provided packages, schedule a consultation to get an exact amount that this will const per month. Contracts can be adjusted based on need. We also offer budget work for personal or business, financial advise, and book cleanups for previous years.