The Obvious Stuff- Starting at $650/month
This is not your typical “cookie cutter” accounting where everything is labeled “office expense.” We’re talking detailed categorizations based off your business so that when you get those reports you know exactly where every penny is because the dollars are in the details.
These reports simplify and organize the transactions to help you understand your business, and empower you to make faster decisions for the future with confidence. These statements are often required when it comes to tax planning and mid-year loans.
The Essentials Bookkeeping package is exactly how it sounds- it’s the base foundation, or “Essentials” to running a business that has the finances managed.
We anticipate however, that our clients will need more so we customize services to meet their needs. Some of the most common ways is through custom reporting or Accounts Payable entry. Other examples are below-
The Less Obvious Stuff- Additional Services:
Just tell us what it is you need, and we will work to accommodate you. If you require additional services beyond the Essentials, we encourage you to schedule a strategy session with Morgan so you can go over your needs together.
Since we will need access to your online business banking, credit cards, loan accounts, and third party e-commerce payment systems, (as is the industry standard practice), we will be reaching out to you for a meeting to begin that on-boarding process.
For peace of mind, most institutions allow for “read only” status to be given upon your permission. We prefer at least this level of access as it this allows for optimal efficiency for us to be able to perform the tasks you are hiring us to do!
We will formalize the relationship by sending your our engagement letter, initial invoice, and help resolve any further obstacles.
We use QuickBooks Online as our software of choice to handle your bookkeeping needs; this includes Simple Start, Essentials, Plus, or Advanced. Please keep in mind, not all of these software’s offer the same features- and each business has different bookkeeping requirements. Please consult with our firm before selecting a software type if you have any questions. If you do not currently use QuickBooks Online we can help you obtain a subscription. When allowing us to help you sign up, we can get you 30% OFF your subscription for 12 months! Contact us to see how! ** At this time we do Not support QuickBooks Self Employed (upgrade required)