Bookkeeping Overview

Clean Up Package Services Available

  • Review and assess history of business books

  • Input and categorize all business income and expenses for designated clean up period

  • Match receipts to already existing transactions

  • Reconciliations of all business accounts for previous months

  • Full review of the clean up period

Core Package Services Available

  • Process all business transactions

  • Match receipts to transactions

  • Bank reconciliations

  • Financial statement preparation

  • Sales tax reconciliation and filing

  • Designated monthly meeting for support and statement review

Our Core Services are offered individually or can be bundled.

Foundation Package Services Available

  • Everything offered in Clean Up

  • Everything offered in Core

Add-On Services Available

  • Payroll

  • 1099 Filing

  • Accounting software setup