As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
In an attempt to make it easier for our clients, we offer two upfront pricing options.
Price Match Model
To get your business set up quickly, we can match what you paid your prior firm to do your work.
Price Match Model is approved for clients with the following:
Last year's business tax return preparation invoice
Last three months' accounting services invoices
Use Quickbooks Online for accounting
Provide access credentials for accounts
Subscribe to pre-paid invoice schedule
Digital delivery and receipt of all documents through portal and email
Video conference consultations
If that does not work or you feel you need more than what your prior accountant was providing, check out our Transparent Package Pricing Model below!
Transparent Package Pricing Model
Feel free to choose
Basic - $300/mo*
Monthly Accounting or Bookkeeping
General Ledger Adjustments
Monthly Financial Statements
Pro - $545/mo*
Everything from Basic
Monthly Financial Variance Reports
State & Federal Business Tax Return Preparation
MVP - $595/mo*
Everything from Basic & Pro
Monthly Business Performance Consultation
Tax Plan & Budget Preparation
Annual, Comprehensive Tax Planning Session
Semi-Annual Operational & Financial Performance Analysis
Semi-Annual Complete Financial Wellness Review
Unlimited Quick Consultations
Reconciling your business checking account each month can allow us to keep your bank account, accounting, and taxes up-to-date.
Having us reconcile your account each month can allow you to...
Identify lost checks, lost deposits and unauthorized wire transactions.
Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.
Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.
Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for.
An income statement, otherwise known as a profit and loss statement,
basically adds an itemized list of all your revenues and subtracts an itemized
list of all your expenses to come up with a profit or loss for the period.
An income statement allows you to...
- Track revenues and expenses
so that you can determine the operating performance of your business.
- Determine what
areas of your business are over-budget or under-budget.
- Identify specific items that are
causing unexpected expenditures. Like phone, fax, mail, or
- Track dramatic increases in product
returns or cost of goods sold as a percentage of sales.
- Determine your income tax liability.
A balance sheet gives you a snapshot of your business' financial condition at a specific moment in
A balance sheet helps you...
- Quickly get a handle on the financial
strength and capabilities of your business.
- Identify and analyze trends, particularly in the area of
receivables and payables. For example, if your receivables cycle is lengthening,
maybe you can collect your receivables more
- Determine if your business is in a position to expand.
- Determine if your business can easily handle the normal financial ebbs and flows of
revenues and expenses?
- Determine if you need to take immediate steps to bolster
- Determine if your business has
been slowing down payables to forestall an inevitable cash shortage?
Balance sheets, along with income statements, are the most basic elements in
providing financial reporting to potential lenders such as banks, investors, and
vendors who are considering how much credit to grant you.
Maintaining a Clean General Ledger
The general ledger is the core of your company's financial
records. These records constitute the central "books" of your
system. Since every transaction flows through the general
ledger, a problem with your general ledger throws
off all your books.
Having us review your general ledger system each month allows us
to hunt down any discrepancies such as double billings or any
unrecorded payments. Then we'll fix the discrepancies so your
books are always accurate and kept in tip top shape.
We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.
* Pricing based on 90 day evaluation period after which adjustments may apply.