Services & Packages
Monthly
Bookkeeping Packages
Includes: 3-5 bank/credit card accounts
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing payroll journals
Maintaining your fixed asset register
Completion of annual accounts
Virtual Business Review Meetings (1 monthly meeting for 45 minutes)
Full Management reporting every month
48-72 hour turn around time for email & telephone support
Quarterly
Includes 3-5 bank/credit card accounts
Posting all business bank transactions
Completing the quarterly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the quarterly sales and purchase ledger reconciliations
Completing payroll journals
Maintaining your fixed asset register
Completion of annual accounts
Virtual Business Review Meetings (1 quarterly meeting for 1 hour)
Full Management reporting every quarter
48-72 hour turn around time for email & telephone support
12 months of clean up only
3-5 bank accounts and/or credit card accounts
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing payroll journals
Cleanup your fixed asset register
Completion of annual accounts
Full Management reporting (includes P&L and Balance Sheet)
Full Debrief Meeting and Recommendations
48-72 hour turn around time for email & telephone support
Let us take payroll off your plate. Our tailored payroll service ensures your team is paid accurately, on time, and in full compliance with tax regulations. From direct deposit to reporting and filings, we handle it all—so you can focus on running your business, not running payroll.
Includes: 1-2 bank/credit card accounts
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Maximize your tax deductions*
Completing payroll journals
Virtual Business Review Meetings (1 monthly meeting for 45 minutes)
Full Management reporting (includes P&L and Balance Sheet)
Includes 1-2 bank/credit card accounts
Posting all business bank transactions
Completing the quarterly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the quarterly sales and purchase ledger reconciliations
Completing payroll journals
Virtual Business Review Meetings (1 quarterly meeting for 1 hour)
Full Management reporting every quarter (includes P&L and Balance Sheet)
Cleanup Packages
12 months of clean up
1-2 bank accounts and/or credit card account
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing payroll journals
Full Debrief Meeting and Recommendations
Add-on Services
Stay compliant and stress-free with our sales tax filing service. We handle your monthly or quarterly sales tax returns—accurately and on time—so you never have to worry about missed deadlines or costly errors. This add-on is perfect for businesses that sell products or services in states requiring sales tax reporting.
* If we discover additional bank or credit card accounts during onboarding, your pricing will be adjusted to the appropriate package tier to reflect your actual bookkeeping needs.
Need strategic financial guidance? Our CFO Services offer expert-level insight and planning without the full-time salary. Whether you need help forecasting, budgeting, analyzing performance, or preparing for growth, our virtual CFO solutions are customized to your business goals
Includes: 6-8 bank/credit card accounts
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing the monthly reconciliations
Completing payroll journals
Maintaining your fixed asset register
Maximize Tax Deductions
Completion of annual accounts
Virtual Business Review Meetings (1 monthly meeting for 45 minutes)
Full Management Reporting
Unlimited email and telephone support
Receipt Management Processing (AR & AP)
*Payroll is not included but can be added on.
Includes: 6-8 bank/credit card accounts
Posting all business bank transactions
Completing the quarterly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the quarterly sales and purchase ledger reconciliations
Completing the quarterly reconciliations
Completing payroll journals
Maintaining your fixed asset register
Completion of annual accounts
Virtual Business Review Meetings (1 quarterly meeting for 1 hour)
Full Management Reporting every quarter
Unlimited Email & Telephone Support
*Payroll is not included but can be added on.
12 months of clean up only
6-8 bank accounts and/or loans and/or credit card accounts
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash interactions
Credit Card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing the monthly reconciliations
Completing payroll journals
Maintaining your fixed asset register
Completion of annual accounts
Consultation of Automating & Bookkeeping
Unlimited email and telephone support
Detailed Report of all corrective actions taken
Full Debrief Meeting and Recommendations