Services

We offer multiple ways in which we can help you with your specific needs.

Monthly Bookkeeping

  • Recording financial transactions
  • Reconciling accounts
  • Managing invoices and receipts
  • Preparing monthly Profit & Loss reports and any additional custom reports your business may need

These monthly services range depending on number of accounts being managed, amount of transactions being processed, and complexity of work. Typically these services will range $300-2,500/month, but they can exceed this with larger businesses or more complex monthly services. In order to get the proper estimate for your specific needs, schedule a free consultation to talk with our accountant.

One-Time Projects

  • Getting your company financials organized or set up in QuickBooks
  • Catching up on reconciling previous records
  • Bank reconciliation, A/R & A/P, General ledger maintenance & cleanup, tax preparation

These services are on a project basis and typically take a minimum of 3 months to complete, but could take much longer depending on the scope of work. Because of this, the range of costs has a large variance as welll but typically run $2,500-7,500/project. Payment plans are typically scheduled for a larger scope project like this, typically beginning with a set deposit amount, then billed out either as progress is made, or in monthly payments. We want to be as accommodating as possible because we want to be your support and ultimately want to see you and your business succeed, so speaking with our accountant during a consultation we can discuss what plan makes the most sense for you and your needs.

Tax Preparation

  • Individual taxes
  • Guilt-free support on overdue taxes (for individuals & businesses)
  • Small & micro business quarterly filing support

This service is great for individuals who don’t necessarily need a huge accounting project or regular monthly bookkeeping services. They can range from $200-$1,000/filing year. Quarterly tax filing support is also available at different rates for business needs.