Bookkeeping Tasks We Support

Instead of putting all your time into number crunching, you should be able to focus on where you want to take your business.
Here are the main tasks your outsourced bookkeeping department can take over:

Financial reports

  • Balance sheet
  • Income Statement
  • Budgets

Receivables

  • Collection of receivables
  • Identify delinquent accounts
  • Send out invoice reminders
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Bill payments

  • Set up online bill pay
  • Pay bills while managing cash flow
  • Ensure timely bill pay

Payroll

  • Process payroll
  • Process tax remittances
  • Distribute year end tax slips

Inventory

  • Manage vendors
  • Manage Inventory

How we operate

Our simplified process is designed to lighten your load and provide you with peace of mind:
Your bookkeeping is in expert, reliable hands.

Learning Client Specifics

Your dedicated bookkeeper will get to know your business, ensuring accurate transaction coding and enabling informed decision-making.

Quickbooks Certified Bookkeepers

Our bookkeepers are highly experienced, fully certified in Quickbooks, Sage, Xero, and many more.

Our Expertise

We won’t just enter the data; we’ll provide you with a complete set of financial statements with an analysis of what it means.

Dedicated Success Manager

Your dedicated bookkeeper/customer service manager is available to answer your questions with guaranteed response within 24 hours.

Real-Time Data Access

Instantly access the most current information no matter where you are. Your bookkeepers keep your records up to date with 100% accuracy.

Smooth Client Onboarding

We provide a 5-step procedure to fully guide you through a smooth transition of onboarding with us.

Bookkeeping Solutions

Startup

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$600/month Onboarding fee $250 per account
  • Monthly financial reports 
  • Customized chart of accounts
  • Variance analysis
  • Dedicated bookkeeper
  • Client Success Manager
  • Year-end tax-ready financial statements
  • Business Support Slack Channel
Book a Discovery Call

Premium

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$800/month Onboarding fee $500 per account
  • Everything in Startup, plus:
  • Invoicing and collections - up to 10 clients
  • Bill payments - up to 20 suppliers
  • Monthly Calibration Call
  • Financial Package Delivered by 10th
  • Annual and quarterly budgets
Book a Discovery Call

Enterprise

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Custom Pricing Let’s talk! - Onboarding fee $750 per account
  • Everything in Premium, plus:
  • Inventory Tracking and Reconciling Inventory
  • Invoicing and Collections - more than 10 clients
  • Bill Payments - more than 20 suppliers
  • Payroll processing
  • Tracking separate profit and loss for multiple product lines
  • Custom Reports
Book a Discovery Call