Virtual Bookkeeping Services

  • We can get your subscription at discounted prices and train you on the program.

  • We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!

  • We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.

  • Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.

  • Our team offers stellar tax planning meetings and tax preparation for your business and personal tax returns.

  • Quarterly Business Bookkeeping

    For businesses with less than $15,000 in monthly revenue or expenses

    Stay organized and ahead of your tax liability

    $175/quarterly

  • Micro Business Bookkeeping

    For businesses with up to $15,000 in monthly revenue or expenses

    Enjoy your business with outsourced bookkeeping to reduce your stress

    $97 monthly

  • Small Business Bookkeeping

    For businesses with up to $25,000 in monthly revenue or expenses

    Keep your business organized and ready for financial reports

    $297 monthly

  • Medium Business Bookkeeping

    For businesses with $25,001 -$150,000 in monthly revenue or expenses

    Implement Profit First Method and creative tax strategies

    $497 monthly

  • Large Business Bookkeeping

    For businesses with up to $150,001 or more in monthly revenue or expenses

    Includes weekly strategy sessions and outsourcing your AR and AP

    $997 monthly

Additional Services to add to your basic monthly bookkeeping package

  • Let us record your revenue and expenses when the transactions occur but before the money is received or dispensed during the same period. You will get a more accurate, real-time view of your business’s finances.

  • We will track account balances by department, location, property, job, project, or any other meaningful breakdown of your business. So you can view your income and expenses for the specific department, location, etc… we will send you monthly reports showing the specifics of each class.

  • When we do job costing it tracks income and expenses per job or project. That way you know your profit and loss per job or project.

  • Let us keep on top of your invoices to ensure you are getting paid in a timely manner from your customers and vendors. This also allows us to track customers who have an outstanding balance.

  • We can save you time and the headache with bill payments. We make sure your bills are paid in a timely manner and on time to prevent late fees and extra charges.

  • Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.

 FAQs

  • Every month we will categorize all business-related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business's past to make decisions on your business's future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.

  • Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation, and legal help. Monthly strategy sessions are also available for additional fees.

  • Many of our team members are CPAs, legal professionals, and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.

  • Yes, an engagement letter is required. Once we discuss your needs in detail we will send you the engagement to sign.

  • 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 an accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.

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  • We pride ourselves in being very responsive to our client's important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.

  • Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.

  • Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price listed above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed is not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription we are able to offer 30% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.

  • Nope! No contract is required. However, there are no partial month refunds. A 30-day cancelation notice is required.