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Packages

We have several bookkeeping packages available that cater to different needs and preferences. Before choosing a bookkeeping package, it's important to consider the specific needs of your business, the size of your operation, and your budget. 

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Basic Package

  • Data Entry: Recording and categorizing financial transactions such as income and expenses.

  • Bank and Credit Card Reconciliations

  • Monthly Financial Reports

  • Quarterly Strategy Meeting and Updates

  • Dedicated Accounting Specialist

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Intermediate Package

  • All services from the Basic Package

  • Accounts Payable

  • Accounts Receivable

  • Payroll Processing

  • Sales Tax Reporting

  • KPI Tracking

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Advanced Package

  • All services from the Basic and Intermediate packages.

  • Financial Analysis: Providing in-depth financial analysis, including budgeting and forecasting

  • Cash Flow Management

  • Customized Reports

  • Year-End Preparation Including Tax Preparation 

  • Inventory Management: Managing inventory records and valuation

  • Fixed Asset Tracking: Tracking and managing business assets and depreciation

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Virtual CFO or Controller Package

  • All services from previous packages

  • High-level financial strategy and consultation

  • Financial decision support and planning

  • Financial analysis

  • Budgeting and forecasting

  • Advisory on financial growth and profitability

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One-Time Cleanup or Catch-Up Package

  • Designed for businesses that need to reconcile past financial records

  • Bringing financial records up-to-date

  • Identifying and rectifying discrepancies and errors

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Tax Preparation Package

  • Focused on tax-related services

  • Gathering and organizing financial data for tax filings

  • Preparing and filing business tax returns

Satisfaction Guarantee

"Accurate Bookkeeping, Guaranteed Satisfaction!"

"Quality Bookkeeping Services, Driven by Your Satisfaction."

"Your Finances, Our Commitment – Satisfaction Guaranteed!"

"Your Books, Your Way – Our Guarantee for Complete Satisfaction."

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