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Monthly Accounting Services

Monthly accounting services

are tailored to meet the unique needs of each client, with the flexibility to add additional services to any plan. Pricing may vary based on the complexity of the work and the specific requirements of each client’s workflow.

Simple Start

The Simple Start plan is ideal for clients who are seeking a high-level summary of their financial operations.   This is great for small businesses that have minimal transactions and don't keep track of inventory or accounts payable and receivable.

Essential 

The Essential plan is for clients who want a comprehensive understanding and reporting of their company operations and financial position.  This is ideal for clients who needs support in accurately recording financial transactions ultimately producing reliable financial information.

Plus

The Plus plan is for clients who want to outsource their accounting functions.  With this plan, clients can offload part or all accounting tasks, allowing them to focus more of their energy in running and growing their business.

Premier

The Premier plan provides specialized support to clients such as conducting financial analysis that focuses on the relationship between operating results, as reported on the income statement and resources available to the business, as reported on the balance sheet.  This package is ideal for clients who want to target specific areas for micromanagement and analysis.

Other Services
  • Setup QuickBooks for a new or existing company
  • Prepare financial statements (Income, Balance Sheet, Cash Flow, among others)

  • Convert QuickBooks Desktop to QuickBooks Online

  • Clean up/Catch up work

  • Project accounting

  • Payroll

  • QuickBooks training

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