Our services are offered on the cloud and we pride ourselves in being REAL bookkeepers with REAL solutions. We will not take up any of your resources to do our job. There’s no need for office space, extra furniture, extra computer equipment. You won’t be paying for us to tweet, or to be on Facebook, or for any down time. No vacation pay, no sick pay, no health benefits. You only pay for results. We are constantly looking for ways to streamline the accounting duties, so we stay on top of industry changes and the latest technology to make your life (and ours while we are at it) just a little bit easier. Dealing with taxes and working in your business is hard enough. Please contact us for pricing.
The Basics
If you’re interested in receiving up-to-date financial reports on a monthly or quarterly basis, we offer flat-fee packages depending on the number of accounts we will track, and the amount of activity in your accounts. Your accounting file must be caught up in order to make the most of this service. Please visit out “clean-up/catch-up” section if you’re behind on your bookkeeping.
Monthly or Quarterly Bookkeeping – We will automatically update your accounting file and provide reports through your own secure portal. We will keep up to 1 year of reports in your portal, for access anytime and from anywhere you have internet connection.
3rd party payroll data will be included in your reports with these packages as long as the payroll amounts are deducted from bank accounts we are already tracking as part of the package.
Extras
If you need additional services beyond The Basics, please contact us for your unique situation. We will customize your accounting file and your financial reports to your industry, the way you run your business, and to answer your management questions. These services are offered on an hourly-rate basis. Listed below are some of the most popular extras we offer:
On-Site Meetings or Web-Conferencing – If you’re in our local area, we will schedule on-site visits by appointment at your request. On-sites are usually scheduled to perform extra work or to review reports. On-sites are not the most cost-effective way of offering our services as it limits our availability to you and to other clients. A telephone or web conference is the most cost-effective way to schedule face to face time to go over reports and accounting tasks.
Invoicing – Once we evaluate your needs, we will recommend the correct application to manage your invoicing and customer relations.
Bill-Pay – Once we evaluate your needs, we will recommend the correct application to manage your bill-pay and vendor relations.
Cash Receipts - If you have lots of cash receipts to enter (or credit/debit receipts you’d like to store in case of an audit), we use an application that allows us to convert your receipts into electronic transactions we can access online, categorize, and import into your accounting file. It also allows you to have online receipts sent directly to the online account for record. It is IRS approved. We will be happy to discuss further and even send you a demo of how it works. You may opt to manage the account yourself or we will do it for you and integrate it into your accounting file as part of your Petty Cash account, or as a backup for bank and/or credit card transactions we’ve already processed.
Inventory Tracking – Whether you already have a solution or are still searching, we will make recommendations or help you make the most of the tool you already have.
POS System Data Integration- We have worked with many different POS Systems and we know which data we need to integrate into your accounting file to reflect a complete financial picture in your reports.
3rd Party Software Integration – If you’re already using a specific software or application specially for your type of business but you are still missing pieces of the puzzle, we will help you get the complete accounting picture.
The question we hear the most is “how…”
- How do you access my data?
- How do you know how to classify my transactions?
- How do you know when I deposit money from personal as opposed to a sale?
Because we’ve been doing this for so long and we have experience with so many different types of small businesses- and because business bookkeeping and personal finance is so repetitive in nature- we already know what to look for and where to look for it. Most of what we deal with is common sense and if we can’t figure something out that is obvious, we ask. We do provide you with reports which we require you to review and give us feedback on.
With our services you receive a selection of Unlimited Reports such as:
- Cash Flow Projections
- Budgets & Forecasts
- Accounts Payable Aging (Unpaid Bills)
- Accounts Receivables (Customer Balances)
- Income Statement (Profit & Loss)
- Balance Sheet
- Statement of Cash Flows
Contact us by clicking on the gold button to the right for more information on how we can help you manage your business.
View our other services:
QuickBooks Setup, Training & Support
Not sure what you need? Get a FREE Bookkeeping Analysis! We will recommend a back office solution that fits your needs. Click here to complete a request for a free bookkeeping analysis.
