Accounting and Bookkeeping Services
We offer a range of management and maintenance accounting and bookkeeping services with packaged offers designed for your business needs, the staffing levels of your team and the complexity of your business. We calibrate the frequency and addition of responsibilities based upon understanding your business, your workflow needs and your team. We are available throughout the process to review and respond to any issues, concerns and questions that may arise in the course of your business. We design a service that you can count on and that you can easily plan and budget for with a predictable monthly fee.
What tasks and processes are supported in the Accounting Services packages?
Examples of tasks and processes supported include:
- Categorizing and processing your transactions from checking, savings and credit cards on your behalf
- Reconciling Bank Accounts
- Periodic Managerial Financial Reporting
- Training and Support
What are the Accounting and Bookkeeping Service Packages?
Levels of support include Foundational, Enhanced and Premium – with each service level package delivering increasing levels of frequency of support and engagement. For more information on the support in each offer, please see the details below:
This offer is designed for businesses that have minimal complexity with respect to their reporting needs. Our team will provide services monthly.
Bookkeeping
- Categorizing and processing transactions from checking, savings and credit cards on your behalf
- Reconciling your bank accounts
Reporting
- Annual Managerial Financial Statements
Support
- Training
- Ongoing e-mail support
Please contact us as we would love to discuss how we can help you choose and design your service plan.
This offer is designed for businesses that have minimal complexity with respect to their reporting needs. Our team will provide services weekly.
Bookkeeping
- Weekly categorizing and processing transactions from checking, savings and credit cards on your behalf
- Reconciling your bank accounts
Reporting
- Annual Managerial Financial Statements
Support
- Training
- Ongoing e-mail support
Enhanced Services
- Quarterly web meeting to review financials
- Conduct general ledger review
- Process documentation
Please contact us as we would love to discuss how we can help you choose and design your service plan.
This offer is designed to meet your comprehensive reporting and transactional needs:
Bookkeeping
- Categorizing and processing transactions from checking, savings and credit cards on your behalf
- Capturing receipts and bills for verification against expenses in your accounting system
- Reconciling your bank accounts
- Conduct general ledger review
- Adjusting Accounting entries.
Reporting
- Published Quarterly Managerial Financial Statements
- Quarterly Meeting to review financials
- Monthly Accounts Payable and Accounts Receivable Reporting
Support
- Training
- Process documentation
- Ongoing e-mail support.
Premium Services
- Increased management reporting frequency and monthly meetings
- Tracking categories
- Monitor cash flow
- Monitor Accounts Receivable
- Monitor Accounts Payable
- Prepare year-end schedules
- Phone support.
Please contact us as we would love to discuss how we can help you choose and design your service plan.