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Our
Services

We offer 3 tiers of bookkeeping services to meet the needs of each client. No one company is identical in their bookkeeping needs. Making this bookkeeping journey easier on choosing a tier of bookkeeping. We also offer add-on services to cover all your bookkeeping needs.

Image by Alexa Williams

Tier 1

Monthly Bookkeeping

Accurately record transactions (expense, deposits, loans and equity transactions) Reconciling accounts.

Monthly financial reports, 1 to 2 loans (principal and interest)

2 to 3 bank accounts or credit cards connected to QuickBooks

Twice a month phone call or email to answer any questions

Tier 2

Monthly Bookkeeping

Accurately record transactions (expense, deposits, loans and equity transactions) Reconciling accounts.

Monthly financial reports, 1 to 2 loans (principal and interest)

3 to 5 bank accounts or credit cards connected to QuickBooks

Up to 200 transactions

Weekly phone call or email to answer any questions

Image by Alexa Williams
Image by Jess Bailey

Tier 3

Monthly Bookkeeping

Accurately record transactions (expense, deposits, loans and equity transactions) Reconciling accounts.

Monthly financial reports, 1 to 2 loans (principal and interest)

5 or more bank accounts or credit cards connected to QuickBooks

More than 200 transactions

Weekly phone call or email to answer any questions

Add On Services

Cleanup – clean and catch up your books from prior year to date this includes the chart of account

Accounts receivable – enter all invoices and send statements to your venders

Accounts payable – enter all your bills owed to your venders and issue checks

New company set up- set up your company in QuickBooks to best service your bookkeeping needs.

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