BASIC MONTHLY BOOKKEEPING

• Monthly income and expense tracking
• Categorizing all transactions appropriately and consistently Monthly Financial
• Statements that include a Balance Sheet and Profit & Loss report
• Unlimited email and text support
• QBO basic training
• Access to a team of financial and legal professionals
• Quickbooks Online Subscription at 50% off for 3months
• A back pocket FULL of financial experts that CARE about you and your business. 
  

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price. Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. Our team must use QuickBooks Online in order to handle the bookkeeping. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or QuickBooks Self Employed are not. No contract is required.

FULL SERVICE BOOKKEEPING

• Monthly income and expense tracking
• Categorizing all transactions appropriately and consistently
• Monthly Financial Statements that include a Balance Sheet and Profit & Loss report
• Unlimited email and text support
• QBO basic training
• Access to a team of financial and legal professionals
• QuickBooks Online Subscription at 50% off for 3months
• A back pocket FULL of financial experts that CARE about you and your business. 
• Accounts Receivable Services
• Accounts Payable Services
• Sale Tax Filing
  

AR & AP requires more communication throughout the month and may require additional software subscription costs as well. You are required to submit the information necessary for us to compile sales tax totals and submit online to the various state departments of revenue. We do expect the information to be sent to our team no later than 5 business days before the due date of the return to allow for adequate time to compile and file.