We have 3 packages to choose from: Basic Bookkeeping, Advanced Bookkeeping and Controllership (see Plans & Pricing).
All packages include:
Free QuickBooks Online or AccountingSuite cloud accounting software package. If you already have a cloud accounting software, you will receive a monthly credit toward your current software subscription worth 50% of your cost with a max of $50 (*other restrictions apply).
Free Receipt Bank account
Electronic filing system through Dropbox
Basic Bookkeeping is for small businesses on the cash basis accounting method that want organized accounting records. You need someone who understands accounting to categorize your transactions, perform monthly reconciliations, organize your receipts and provide basic advisory services (e.g. tax savings analysis and interpreting financial data).
Advanced Bookkeeping is for advanced small businesses on the accrual basis accounting method that requires more sophistication than basic bookkeeping. Your business may have complicated transactions or accrual calculations, audit or review requirements, has investor or lender requirements or is gearing up for growth. Audit and review support with your external auditors is included, as well as business advisory services.
Controllership is for advanced small or medium sized businesses in need of high-level accounting calculations and financial reporting. Your business has an accounting staff in need of oversight and training, accounting processes need automation and streamlining and internal controls need implementation or strengthening. Audit and review support with your external auditors is included, as well as business advisory services, budgeting and financial planning.
Business tax preparation is available as an add-on to any of the packages above.