Take some work off of your plate.
Whatever your small business does, it is imperative to keep clean financial records.
Rather than get bogged down in these tasks yourself, let us help. We can customize a solution that fits you and your business best, providing the services you need on a regular basis with the option to add additional one time services as needed. We don’t push a full package on every client, we only want you to secure the services that you need. We’ll tailor a custom solution with excellent records for all tasks. We will set you up for success!
OUR SERVICES
Bookkeeping Packages
All plans can be customized to fit your specific needs. We love working with companies to tailor a custom solution and pricing plan that best supports to needs of your business. All packages include regular support and end of year work with your CPA.
Options to add tax services provided by our own CPAs available!
Basic Box Step
Catered to the very small business with basic bookkeeping needs, setting the stage for future growth
Custom pricing starting at $200/month
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Monthly reconciliation of up 2 accounts, up to 150 transactions
Monthly financial reports P&L, Balance Sheet, Cash Flow Statement
Monthly Check In/Review
Two Step Growth
Perfect for businesses ready to enhance their financial strategy with slightly more complex needs. This package keeps your business moving smoothly, just like a well-executed two-step dance.
Custom pricing starting at $500/month
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Monthly reconciliation of up to 5 accounts, up to 300 transactions.
AR/AP Oversight
Monthly financial reports P&L, Balance Sheet, Cash Flow Statement
Monthly Check In/Review meeting
Ensemble Leap
Custom pricing starting at $800/month
Aimed at higher volume businesses who need a hands on partner with AP and AR, budgeting and more.
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Monthly reconciliation of up to 8 accounts, up to 500 transactions.
AR/AP Management (up to 100 invoices each)
Budget Set Up and Reporting
Monthly financial reports P&L, Balance Sheet, Cash Flow Statement, Budget to Actual
Bi-Weekly Check In/Review
Add On Services
Custom Pricing
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Solopreneur and Ultra Small Plans (monthly or quarterly options)
QuickBooks Online Set Up
AP/AR Management
Clean Up Bookkeeping
QBO Plan Discounts
Tax Services
Custom Pricing
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Tax and financial planning session with an experienced CPA
Annual check ins and advice regarding quarterly tax payments
Tax preparation and filing for businesses, nonprofits, and individuals
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