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Bookkeeping & Advisory Services
Providing bookkeeping and advisory services for your business, to save you time and money, so you can focus on increasing income, managing staff, products & services, and customer service.
Basic Package
$500 Monthly
This package includes:​
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Transaction Categorization
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Accounts Payable - Billing
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Accounts Receivable - Invoicing
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Reconciliation (1-3 Bank or Credit Card Accounts
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50-300 Transactions
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Work with your personal accountant
Most Popular
Standard Package
$2,500 monthly
This package includes: ​
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Basic Package
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Reporting: Monthly, Quarterly, Annually
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Specific Class or Project Reporting
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Reconciliation - 1-5 Bank and Credit Card Accounts
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300-600 Transactions
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Assist with Payroll - Confirm before sending to outside payroll agency
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Assist with QuickBooks Integrations such as a POS System
Premium Package
$3,000 Monthly
This packaged includes:
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Basic and Standard Package
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Reconciliation - Over 5 Bank and Credit Cards
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600+ Transactions
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Inventory
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Special Projects or Accounts
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Work with personal Accountant
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HR Generalist Duties:
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Double Check Time Keeping and Submit to Outside Payroll Agency
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Submit Payroll Deductions, Pay Increases, Terminations, and Information to Outside Payroll Agency
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Enter New Employee Information & Updates
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Benefits Check
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Report New Hires to the State
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File Sales Tax with the State
Special Services
Business Advisor
$2,000 - 3,000 monthly
This package includes: ​
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Business & Strategy Planning for existing, expanding, and startups
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Goal Setting
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Overview of P&L and Finance Management
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Marketing and Advertising Overview
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Employee Retention, Benefits, & Training
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Customer Service
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Product & Service Pricing, Marketing, and Exposure
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Increase Client/Customer data base
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Invoicing, A/R, Collections
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Increasing Income
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Product Displays
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Business Exposure
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Recognizing Problematic Areas of the Business
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Technology & Software
