Services

Quarterly Package

Suitable for micro-sized businesses for tax compliance

Services performed quarterly include:

  • Online accounting software
  • Customized charge of accounts
  • One bank account reconciled
  • Up to 75 transactions recorded, classified and reconciled
  • Quarterly review of Financial Statements
  • Unlimited email communications

Monthly Package (Most Popular)

Suitable for small businesses to keep up to date on their funds

  • Online accounting software
  • Customized charge of accounts
  • Management tool for receipts and statements
  • Up to 2 bank or credit card accounts reconciled
  • Up to 75 transactions recorded, classified and reconciled
  • Monthly review of Financial Statements
  • Unlimited email communications

Additional Services

  • Quick Books Online Set-Up
  • Accounts Payable
  • Accounts Receivable
  • Payroll Coordination
  • Additional Bank or Credit Card accounts
  • Additional Transactions
  • Clean-up Current Year
  • Catch-up Prior Year

When it comes to bookkeeping, one size doesn’t fit all. I spend time learning about each business’s needs and create a customized package unique to them. A fixed monthly fee is charged based on the typical level and complexity of the bookkeeping.