BASIC FINANCIAL ESSENTIALS pACKAGE
Optimize your financial oversight with our Basic Financial Essentials Package, ideal for businesses needing straightforward, fundamental bookkeeping services.
Bank and Credit Card Reconciliations: Ensures your financial records are accurate and up-to-date, preventing discrepancies and providing peace of mind.
Monthly Financial Statements: Offers a clear snapshot of your business's financial health, helping you make informed decisions.
Accurate Data Entry: Keeps your books current and precise, capturing every financial transaction with meticulous attention to detail.
Ideal for Small Businesses: Perfect for those seeking to maintain financial accuracy without the complexities of full-scale bookkeeping services.
FOUNDation first PACKAGE
Foundation First Package -Ideal for startups & small businesses looking to establish a solid accounting foundation.
Accounts Payable
Manage and track all outgoing payments and expenditures, including supplier invoices, direct payments, and petty cash.
Accounts Receivable
Oversee incoming payments to ensure timely receipt, process invoices, and maintain accurate records of transactions.
Bank and Credit Card Reconciliations (up to 2 accounts)
Ensure accuracy in your financials by reconciling bank statements with your records, highlighting discrepancies and resolving them promptly.
Payroll
Bi monthly or Biweekly Payroll Processing up to 3 employees
Payroll Taxes Ensure payroll taxes are paid to the correct agency
Sales Tax - Pay and file monthly, quarterly or annual sales tax
FULL SPECTRUM PACKAGE
All packages customizable to suit your needs
Unlock complete financial management with our Full Spectrum package, designed for businesses seeking extensive accounting and bookkeeping support. This all-encompassing package provides every service necessary to handle your financial operations with precision and expertise, all for a simplified monthly fee. We will also work in harmony with your accountant.
Here's what's included:
Accounts Payable Management: Keep your business’s cash flow healthy with efficient management of all outgoing payments. We handle supplier invoices, direct payments, and ensure that all expenditures are paid on time.
Accounts Receivable Management: Accelerate your cash cycle and improve your revenue with proactive accounts receivable services. We manage invoicing, and maintain accurate records of all transactions
Bank and Credit Card Reconciliations: Protect your financial integrity with thorough reconciliations. We ensure that all bank and credit card transactions are accurately recorded and reconciled regularly to prevent discrepancies.
Complete Payroll Services: From processing payments to handling tax withholdings and ensuring compliance with employment laws, our payroll services are designed to manage every aspect of payroll administration.
Sales Tax and Other Regulatory Filings: Stay compliant with all local and national tax requirements. We manage the calculation, filing, and payment of sales taxes and other necessary regulatory filings.
Financial Statement Preparation: Gain insights into your business’s financial health with regular, detailed financial statements, including profit and loss accounts, balance sheets, and cash flow statements.
Invoicing: Streamline your billing processes with our invoicing services. We handle the creation and distribution of invoices.
Data Entry Services: Maintain accurate and organized financial records with our meticulous data entry services. We ensure all financial data is captured correctly and kept up-to-date.
New Business Start-Up Consultation: Start your business on the right foot with our start-up consultation services. We assist with business structure setup, licensing, and registration with state and federal entities. Does not include third party fees.
Custom Financial Reporting: Tailor your financial reporting to meet the specific needs of your business. Our custom reports can provide deeper insights into financial trends, helping you make informed decisions.
Our Full Spectrum Package covers all aspects of financial management, freeing you to focus on growing your business while we take care of the numbers. Contact us today to discuss how we can tailor our services to fit your unique needs.
bUSINESS fORMATION Package
Business Formation
LLC, Corporation, or DBA Setup
We handle the creation of your LLC, Corporation, or DBA, ensuring that your business structure suits your needs and goals. This service includes applying for any necessary licenses and registering your business with the appropriate state and federal entities. (Note: Price does not include third-party fees.)
fINACIAL CLEAN-UP CREW pACKAGE
If your bookkeeping feels like a tangled web of numbers, our Financial Clean-Up Crew Package is here to bring order and clarity to your accounts. This service is specifically designed for businesses that have initiated some form of bookkeeping but find themselves struggling with disorganized records and inefficient structures.
Here’s what’s included:
Comprehensive Record Review: We start by assessing your current bookkeeping records to identify discrepancies, errors, and inefficiencies.
Data Reorganization: We will restructure your accounting records for coherence and ease of access, ensuring everything is categorized appropriately.
Error Correction: We meticulously correct any mistakes in your bookkeeping ensuring your financial data reflects true and fair values.
Streamlining Processes: By introducing efficient bookkeeping practices and tools, we streamline your financial processes to prevent future discrepancies and clutter.
After your financial systems are cleaned up and streamlined, we recommend transitioning to one of our ongoing service packages to maintain the integrity of your books. Whether you choose our Basic Financial Essentials Package for routine upkeep or the Full Spectrum Package for comprehensive management, we tailor our services to keep your financials orderly and up-to-date.
Ideal for businesses looking to refine their financial tracking and regain control of their accounts, our Financial Clean-Up Crew Package transforms your chaotic financial data into a well-organized system that supports business decision-making and compliance.
Optimal Receivables Package
Ensure your cash flow remains uninterrupted with our Optimal Receivables Package. This dedicated service is designed for businesses seeking to maximize their accounts receivable efficiency, ensuring that invoices are not just issued but also paid on time.
Here’s what’s included:
Proactive Invoice Management: We don’t just send out invoices; we actively manage them. We ensure that each invoice is issued promptly and followed up on before and after the due date. We keep a vigilant eye on payment deadlines to help avoid any delays.
Dedicated Collections Effort: Should payments lag, we step in with tactful yet firm collection strategies. We handle communications with delinquent accounts, always striving to maintain positive customer relations while ensuring you receive the payments due.
Regular Reporting and Insights: Stay informed with regular updates and reports detailing the status of your receivables. Our insights will help you understand payment trends, customer payment behaviors, and potential financial forecasting based on receivable patterns.
Customizable Strategies: We understand that each business is unique. As part of this package, we offer customizable strategies tailored to fit the specific needs and customer dynamics of your business.
With our Optimal Receivables Package, you can focus more on running your business while we ensure that your cash flow is secure, stable, and continually optimized.
