Why should you outsource your bookkeeping?
If you're like most small business owners, your expertise is your company's products and services, not bookkeeping. You also probably don't have enough volume to justify hiring someone on staff, so the work tends to get done in fits and starts as you or someone on your team has time in addition to everything else already on the list.
Clients get invoiced and bills get paid, but the rest of the financial work tends to get left behind as the demands of the day stack up. Next thing you know, it's tax season and you're way behind or you need a loan and the bank is asking for reports you don't have.
That's where hiring an outsourced bookkeeper can help save you time and money!
For a small monthly investment, your books stay current, you have the data you need to make informed business decisions and you can be at the front of the line for tax season because the hard work is already done!
What's included in our standard bookkeeping package?
- Monthly cash or accrual basis transaction coding (whichever works best for your needs)
- Monthly bank and credit card reconciliations (no limits on connected accounts)
- Monthly loan reconciliations (keep your principal and interest up to date)
- Monthly payroll report reconciliation (understand your true payroll costs)
- Monthly financial statement reports (timely and accurate data for business decisions)
- Annual reconciliation to tax returns (saves your CPA time next year, so it saves you money)
** If your books are more than 60 days behind, a cleanup fee will be assessed to bring your books current. **
Your next steps:
- Schedule a free introductory call to discuss your bookkeeping needs.
- Determine which bookkeeping package best fits your needs.
- Determine if any additional services are needed (ex: clean up bookkeeping).
- Review and sign our services contract.
- Schedule a kick-off meeting.
Package #1
This package is for you if you typically have less than 250 transactions per month.
Price is for one company QuickBooks online file with a six month commitment.
If your books are more than 60 days behind, a clean up fee will be assessed to bring the books current. See additional information on bookkeeping cleanup in our Special Projects section below.
If you have multiple companies, please let us know and we can provide a custom quote.
We currently only support QuickBooks online for our bookkeeping services.
Package #2
This package is for you if you typically have between 250 - 750 transactions per month.
Price is for one company QuickBooks online file with a six month commitment.
If your books are more than 60 days behind, a clean up fee will be assessed to bring the books current. See additional information on bookkeeping cleanup in our Special Projects section below.
If you have multiple companies, please let us know and we can provide a custom quote.
We currently only support QuickBooks online for our bookkeeping services.
Package #3
This package is for you if you typically have more than 750 transactions per month.
Price is for one company QuickBooks online file with a six month commitment.
If your books are more than 60 days behind, a clean up fee will be assessed to bring the books current. See additional information on bookkeeping cleanup in our Special Projects section below.
If you have multiple companies, please let us know and we can provide a custom quote.
We currently only support QuickBooks online for our bookkeeping services.
Need additional services?
Controller
Services
Frequently requested: financial reporting for loan compliance, generating depreciation and amortization schedules, filing property taxes (TX only), and filing sales tax (TX only).
CFO
Services
Frequently requested: strategic planning, cash flow management, budgeting and analysis, assisting with metrics selection, creating management dashboards, and employee headcount planning.
Coaching &
Training
Options include private financial management coaching (individual or team) and onsite/virtual training days. Public group online training and self paced training courses coming soon.
Special
Projects
Frequently requested: clean up bookkeeping, A/R and/or A/P reconciliation, implementing class-department-location, and development and implementation of processes.