Services
We offer different customizable options to fit your needs and your budget. And we don't believe in surprise billing. Our packages are billed at a flat monthly fee.
What Are Your Needs?
Bookkeeping
Record income and expenses
​Categorize transactions
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Bank reconciliation
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Monthly financial statements (Balance Sheet, Income Statement, Cash Flow Statements)
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Bookkeeping software subscription
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Quarterly packages available
Clean-Up
Review current bookkeeping (if in place)
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Catch up on prior months of records
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Establish a bookkeeping system that works for you
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One-time fee varies based on scope of work
Tax Preperation
Personal Taxes
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Sole Proprietor Taxes
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S-Corp Taxes
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C-Corp Taxes
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Partnership Taxes
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Nonprofit Taxes
Donation Reports
Weekly or Monthly donation tracking
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End-of-Year donation statements
Secure Online Storage
A personal login will connect you to an online portal, where you will have secure access to all your files.
Additional Services
File Digitalization
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Specialized Reports
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QBO Training
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If you require a service that you don't see listed, please reach out and we will see how we can accommodate you.
Plans
We know that every business has unique needs. We created different packages to fit those needs. If these packages don't quite fit what you are looking for, we can come up with something that will better suit your business.
Starter
Perfect for New Business Owners or Small Churches
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Monthly account reconciliation
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Secure online storage included
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Monthly transaction limit: 100
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Bank and credit card accounts: 3
Standard
Ideal for Growing Businesses or Medium-sized Churches
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Weekly account reconciliation
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Software subscription included
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Secure online storage included
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Unlimited transactions
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Unlimited bank and credit card accounts
Premium
For Businesses or Churches Who Need Something Extra
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Weekly account reconciliation
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Software subscription included
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Secure online storage included
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Unlimited transactions
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Unlimited bank and credit card accounts
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Invoicing and receivables management
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Bill pay and payables management
