SERVICES

Imagine eliminating the burden of spending your days worrying about bookkeeping.

This is exactly what you will get when you work with us.

We love technology, we love bookkeeping, and of course we love numbers!

With us, you can depend on updated financials; prepared by the 10th of every month, 24/7 access to your personal bookkeeper, one day each week dedicated to your company, and so much more!

With our top package you can eliminate the costs of a full-time bookkeeper and save money!

MONTHLY BOOKKEEPING

BASIC  PACKAGE

This package is great if you are comfortable handling your day to day bookkeeping but  want a professional to review you books, reconcile your accounts, and prepare your month end financials. If you are serious about growing your business and want real time numbers then having a professional review your books monthly is essential.

Here's what you get in this package:

  • Reconciliation of bank accounts and credit cards
  • Prepare monthly Balance Sheet, Income Statement and Statement of Cashflows
  • Consulting and guidance
  • Construction Software Assistance (Or other 3rd party apps)
  • Process improvement and implementation
  • 24/7 support
  • 1 - 60 minute meeting with your bookkeeper each month
*See a list of additional services below.

ESSENTIALS 

This package includes everything in basic PLUS we will update your books and categorize transactions weekly and reconcile your loans. 

Here's what you get in this package:

  • Record deposits, categorize and match bank feeds
  • Reconciliation of bank accounts, credit cards, and loans
  • Prepare monthly Balance Sheet, Income Statement and Statement of Cashflows
  • Consulting and guidance
  • Construction Software Assistance (Or other 3rd party apps)
  • Process improvement and implementation
  • 24/7 support
  • 1 - 60 minute meeting with your bookkeeper each month

Deluxe

This package includes all tasks from Basic and Essential PLUS help with accounts Receivable and Accounts Payable. With this package we can handle most of your day to day bookkeeping needs.

Here's what you get in this package:

  • Full Accounts Receivable and Accounts Payable Services which includes Invoicing, entering paying bills and more!
  • Record deposits, categorize and match bank feeds
  • Reconciliation of bank accounts, credit cards, and loans
  • Prepare monthly Balance Sheet, Income Statement and Statement of Cashflows
  • Consulting and guidance
  • Construction Software Assistance (Or other 3rd party apps)
  • Process improvement and implementation
  • 24/7 support
  • 1 - 60 minute meeting with your bookkeeper each month

PROJECT BASED BOOKKEEPING AND TRAINING

QBO SETUP AND THIRD PARTY INTEGRATIONS

Complete Quickbooks online setup and basic training. Getting QuickBooks set up right is a crucial step for proper accounting. 

Here's what you get in this package:

  • Chart of accounts set up specifically to your industry
  • QuickBooks Online preferences set up for your companies needs
  • Customize invoice template using your companies logo
  • Set up vendors, clients, and employees
  • Set up integration with your 3rd party software

QBO TUNE UP

We can help get your books nice and tidy. This will help give you a fresh start and the sound of mind know your books are accurate.

Here's what you get in this package:

  • Complete review of your chart of accounts, vendors and customers
  • Bring your Profit and Loss Statement and Balance sheet up-to-date
  • Review accounts payable and receivable for incorrect open balances and work to resolve the issues
  • Get all of your accounts reconciled to date
  • Advice on how to keep your books looking good!

TRAINING

Need some help navigating through Quickbooks? We can teach the basic workflow that needs to take place for your day to day bookkeeping needs.

Here's what you get in this package:

  • Learn the basic workflows that need to take place
  • Get specific questions answered
  • Learn how your third party software integrates with QuickBooks Online
  • Help your employees learn how to navigate through QuickBooks Online

ADDITIONAL SERVICES

QUICKBOOKS ONLINE DIAGNOSTICS

Choose from any one of these additional services to customize a package to fit your needs or just receive some additional help.

Add ons:

  • Full Service Payroll
  • 1099's
  • WIP Report
  • Job Costing
  • Work flow setup and implementation
  • Projected cash flow
  • Tax Prep - While we don't prepare taxes in house, we have teamed up with some amazing preparers that can!

Make us your one stop shop!

With this service we do a deep dive into your books to get a clear picture of any issues or concerns with your books. Once we have discovered all areas of concern we then provide you with an up-front quote for services to clean up any areas of concern.

Here's what you get in this package:

  • In-depth review of your books by a specialist on our team
  • A list of all of our finding and areas of concern
  • One hour of training is included to help improve the workflow to help eliminate problems in the future

Having an accurate set of financials is key to running a successful business and leaving your book unchecked for to long is like letting your car run out of oil!

SCHEDULE A FREE CONSULTATION

Imagine being able to focus on your business and having the necessary tools to make crucial financial decisions. We offer a free 60 minute consultation to discuss your needs and to see if we are a good fit.

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