BOOKKEEPING
BASIC
Covers the essentials like recording all financial transactions, reconciling bank and credit card statements weekly and monthly, and reviewing and paying vendor invoices monthly. Perfect for those just needing the fundamentals handled.
BOOKKEEPING
STANDARD
Builds on Basic by adding weekly reviews of accounts payable and receivable, filing receipts, and monthly reviews of balance sheets and income statements, plus backing up financial data. This is great for businesses wanting a bit more insight into profitability.
BOOKKEEPING
PREMIUM
Includes everything from Basic and Standard, cash flow updates, monthly profit and loss statements, tax payment preparation, and quarterly trend reviews, tax estimates, and full account reconciliations. This is the full-service package for businesses needing comprehensive support.
STANDARD PLANS
OTHER SERVICES / ADD-ON
PAYROLL
Includes processing payroll (weekly, bi-weekly, or monthly as needed), calculating and withholding taxes, issuing paychecks or direct deposits, filing payroll tax returns, and providing detailed payroll reports. This can also handle year-end tasks like W-2 and 1099 preparation. It’s designed to take the headache out of employee payments for businesses of any size.
OTHER SERVICES / ADD-ON
HR SUPPORT
Building on our foundation of reliable accounting services for small and medium-sized businesses, we're excited to expand into comprehensive HR Support. This new offering is designed to streamline your human resources needs, helping you focus on growth while we handle the people side of things. Just like our accounting plans, we've tailored HR Support to fit businesses of different sizes, with flexible add-ons to customize exactly what you need. Whether you're a micro operation or scaling up, our goal is to provide cost-effective, seamless solutions that integrate smoothly with your existing accounting setup—because we know running a business means juggling a lot, and HR shouldn't add to the stress.
OTHER SERVICES / ADD-ON
BUSINESS ANALYTICS
Offers in-depth analysis of financial statements, performance trends, and key metrics (efficiency, liquidity, profitability). It includes budgeting and forecasting with variance analysis, cost control recommendations, and custom reporting. This is ideal for businesses looking to make data-driven decisions and plan for growth and cost savings/improved ROI.
TAILORMADE
CUSTOM PLANS
We understand that every industry has unique financial needs, so we offer tailored packages for sectors like construction, agriculture, manufacturing, law firms, and independent contractors. We can combine bookkeeping, payroll, and reporting with industry-specific insights—such as job costing for construction or seasonal cash flow planning for agriculture. We’ll work with you to design a plan that fits your operational rhythm and budget.
